Start with a Workday spreadsheet containing the people you want to chart and their manager references. Import it into Org Chart Studio, check the reporting lines, then edit the chart.
This is an export-and-import workflow. Studio does not connect to Workday or write changes back. We do not have Workday tenant screenshots; confirm labels in your tenant.
The first step depends on your Workday permissions. An export option available to one colleague may be hidden for another, and a report may cover only part of the organization.
1. Get a roster you can export
Use an available Excel org-chart export or ask your report owner for a worker roster. Confirm that the file includes the people and managers needed for your chart.
Workday's English admin guide documents Excel, PDF, and PowerPoint org-chart exports, with access controlled by security domains. For Studio's spreadsheet importer, choose Excel or a CSV roster rather than a PDF or presentation. Workday org-chart documentation.
If you cannot export, send your report owner a request like this:
Please provide a CSV or Excel roster for [team or organization] as of [date], with 1 row per person. Include their full display name, employee ID, manager's matching employee ID, job title, and department. Please include the managers needed to connect the reporting hierarchy and confirm the scope and filters used. We don't need compensation or other sensitive HR fields.
Choose an employee-based roster for a people chart. If a report includes multiple positions per worker or vacant positions, agree the intended rows with its owner before importing. A row without a person's name isn't automatically a hiring-plan role in Studio.
2. Prepare the name and manager fields
Use a single Name column for the person's complete display name. Put their employee key under Employee ID and their manager's matching key under Manager ID.
Prepared fictional example:
| Name | Title | Department | Employee ID | Manager ID |
|---|---|---|---|---|
| Alex Rivera | General manager | Management | P001 | |
| Casey Lee | Head chef | Kitchen | P002 | P001 |
| Jordan Patel | Line cook | Kitchen | P003 | P002 |
| Morgan Chen | Service manager | Service | P004 | P001 |
Download the prepared example. Your Workday report may use different column names. These example headings describe the data Studio needs; they are not a promise about a tenant's report layout.
If your report has separate first and last names, combine them in a Full Name column. If it uses an abbreviated manager heading such as Mgr_Emp_Id, map that column explicitly to Manager ID. Don't assume a custom heading has been recognized just because the file opened.
The manager's key must match an Employee ID in the same file. A Workday reference ID and a displayed employee number may be different identifiers. Check the pair with the report owner if the relationships don't resolve.
3. Import and check the mapping
Select Choose spreadsheet in Studio, select the file, and choose the roster sheet if prompted. In Map spreadsheet columns, map Name, Employee ID, and Manager ID, then add any titles and departments you want to include.
Map manager names to Manager Name only when you are using names for the relationship. For an ID-based hierarchy, both ID fields must be mapped. Name is required; a separate Manager Name column is not required for that route.
Check the mapping summary before choosing Confirm & import. The CSV and Excel guide explains skipped rows, missing managers, and name-based alternatives.
The same prepared sample is used here and in the download. Scroll within the mapping dialog to reach the ID fields.
4. Review the imported chart
Open People and compare the imported names and reporting lines with your roster. Use Needs manager to find unresolved relationships and choose the correct person under Reports to.
If several people are missing their manager, check the exported scope and ID pair first. Correcting the source file is often easier than repairing the same mismatch for every person.
For the next roster, use People → Update from spreadsheet. Review the proposed changes before applying them. This does not create a live Workday connection or write changes back to Workday.
Questions about Workday imports
Can everyone export a Workday org chart to Excel?
No. Workday controls org-chart export formats through security permissions. Ask your report owner for a suitable roster if Excel export is unavailable to you.
Should I map a manager's employee ID to Manager Name?
No. Map it to Manager ID and map the corresponding employee key to Employee ID. Use Manager Name for name-based relationships.
Does Studio automatically combine First_Name and Last_Name?
No. Prepare a complete Full Name column before importing and map it to Name.
Does the imported chart stay connected to Workday?
No. Use Update from spreadsheet to review a newer export against the existing chart. Studio does not write those changes back to Workday.