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All Categories
Audiences and Organization Charts
HRIS Data Sync Integration
Setting up automated org chart & employee updates
Updating audience data
ChangePlan & HRIS Integration Overview
Populate audience template files with updated data
Organization Charts
Org Charts in ChangePlan
Org Chart Selection Logic
Single Stakeholder List
Guide to Importing and Updating Org Charts & Individuals
Importing a New Org Chart
Updating an Existing Org Chart
Excel Preparation Guide for Org Chart Updates
Employee upload process
Individuals & Custom Groups
How to Upload and Update Individuals in ChangePlan
Bulk Adding Individuals to Custom Groups
Custom Groups
Bulk Update & Replace Individuals in Custom Groups via XLS
How to Remove/Delete Individuals
How ChangePlan calculates numbers of individuals
Custom Individual Fields