Employees can either be imported or captured as a flat list with no business units or managers, and can even include an inflated headcount to make provision for off-system workers, i.e. casual or temporary workers without emails or employee numbers.

An alternative to a flat list will be to structure the employee list as a level-based hierarchy of business units and their (optional) managers, with provision for a single manager to manage more than one business unit where required. The survey responses of a business unit manager will automatically be rolled up and combined with the responses of the next higher level in the hierarchy in order not to taint the survey results of the manager’s own business unit.

In case of a level-based hierarchy, all business units will be identified by a unique decimal-based business unit index number. The top-level business units will be numbered in a numerical sequence (1, 2, 3 etc.), e.g. in the example below, the Procurement business unit has a number of “1”, the Logistics & Customer Services business unit has a number “2” etc. Sub-units will then be identified by appending a decimal point and numerical sequence number to the parent unit’s index number. For instance, in the example below the Southern Region has a business unit index number of 2.1.3 – indicating it is a child of 2.1 Warehousing Operations, which is in turn a child of 2 Logistics & Customer Services.

Please see Organizational Structures for some guidelines regarding the use of organizational structures in employee surveys.

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