Parent-Child Org hierarchy with Unit ID | XM Community
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Im creating a parent-child hierarchy but want to also add the Department (or Org unit id) to it. How it “should” work is as follows: 

Manger 1 Dept. 111

Report 1 Dept 222

Report of Report 1 222

Report 2 Dept 333

 

Essentially the Org unit id can be nested. What ideally would happen is it would use Manager id - Employee id to generate the basic Parent - Child (which it does) but then annex the metadata field for each user departmentid which identifies their overall org (this is where it fails saying “Units with non unique Org unit ids values”.

Hello, LissRabat

The error "Units with non-unique Org unit ids values" occurs because the system expects every Organizational Unit (Org Unit) to be uniquely identified by its Org Unit ID.

The fundamental rule is: One Org Unit ID = One distinct organizational unit.

 

Core Problem and System Expectation

 

The Parent-Child hierarchy is built using Employee IDs (for users) and Manager IDs (for the reporting structure). The Org Unit ID is a separate metadata field attached to each employee to identify their team.

Field Purpose Rule
Org Unit ID Uniquely identifies the team/unit. Must be unique for every organizational unit.
Employee ID Uniquely identifies the individual. Used to build the hierarchy structure.

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How to Fix the Issue

 

The error you are seeing happens when a single Org Unit ID is assigned to employees who report to different managers or belong to different units.

To resolve this, ensure the following in your data file:

  1. Unique Unit ID: Every distinct organizational unit (team) must have its own unique Org Unit ID.

  2. Consistency: All employees who belong to the same unit must share the exact same Org Unit ID and Org Unit Description.

  3. Manager Alignment: If employees report to different managers, they must be assigned a different Org Unit ID because they belong to different units in the hierarchy.

The key is to use Employee ID / Manager ID to create the reporting lines, and use Org Unit ID to label each unique group/team correctly.

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