The downloadable template is a starting point for organizing records and agreeing team rules. Example rows are simulated; define required fields and client or project relationships before entering real data.
Steps and checks
| Record | Context | Person | Role | Team | Manager | ISO start | Owner | Status |
|---|---|---|---|---|---|---|---|---|
| DEMO-01 | Org charts | PERSON-01 | consultant | TEAM-01 | MANAGER-01 | 2026-01-05 | OWNER-01 | draft |
| DEMO-02 | Org charts | PERSON-02 | consultant | TEAM-02 | MANAGER-02 | 2026-02-05 | OWNER-02 | review |
Import the CSV into Excel or LibreOffice using UTF-8 and a comma separator. Check number types, ISO dates and identifiers. Adapt this working sheet and verify field mapping before importing it into software.
Define the outcome and records
For this topic the control starts with manager/team relationships, roles and current employee records.
An organization chart represents people, roles and reporting relationships. Leave management adds requests, periods and approval to availability. A pending request and an approved absence have different planning effects.
Link the person to a team and manager; record requested period and review outcome. Check that a manager change does not leave open requests without an approver and approved absence is reflected in availability.
A pilot on the complete workflow
Move a person between teams and check manager and access. A useful org chart reflects the real structure; a diagram alone does not establish that permissions follow the change.
Before the demo, write three required outcomes and one acceptable tradeoff. Value recovered time only after measuring on the same basis. Have the actual owner complete a cycle and retain errors, corrections and final output. If the pilot stops halfway, identify the missing module, integration or step in the quotation.
Rules, exceptions and work cost
Define who enters, corrects and approves records. Test an incomplete record, a duplicate and a change after closure. The decision changes when records can be exported with relationships rather than manually reconstructed. Count licenses, onboarding, team time and integration maintenance separately.
Apply the workflow in HICE
HICE uses records from other modules for personal, team and company KPIs alongside targets and org structure. It is useful when a number should lead to the records and responsibilities explaining it rather than another collection spreadsheet.
Choose the next step
Open the related solution, review pricing for your market and test the case on your records. Keep the template as a workflow reference and use the country ranking to explore other category options.