)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Manual employee hierarchy mapping becomes impossible to maintain as organizations grow and restructure. Every promotion, transfer, or management change requires updating multiple spreadsheets and org charts by hand.
Here’s how to build automated employee hierarchy mapping that updates whenever NetSuite organizational structures change.
Build dynamic employee hierarchies using Coefficient
Coefficient excels at automated NetSuite employee hierarchy mapping through advanced import methods that maintain complex reporting relationships automatically as organizational structures evolve.
How to make it work
Step 1. Use SuiteQL queries for complex hierarchy relationships.
Create custom SuiteQL queries that join Employee records with Department, Location, and Subsidiary tables. Build hierarchical relationships using manager/supervisor fields and department structures. This method handles complex organizational structures with multiple reporting lines and matrix management relationships.
Step 2. Import strategic hierarchy fields with Records & Lists.
Select Employee records and include supervisor, department, class, and location fields in your import. Use the drag-and-drop column ordering to arrange hierarchical data logically, placing manager information next to employee details. Apply filters to sync specific organizational levels or departments for targeted hierarchy views.
Step 3. Configure automated hierarchy maintenance scheduling.
Set hourly or daily refresh scheduling to automatically reflect NetSuite organizational changes in your Google Sheets hierarchy. When employees change departments, get promoted, or report to new managers in NetSuite, your hierarchy mapping updates automatically without manual intervention.
Step 4. Handle multi-subsidiary organizational structures.
Configure OAuth to support multiple subsidiaries and departments within your NetSuite instance. Filter employee imports by subsidiary to create regional hierarchy mappings. Maintain separate Google Sheets for different organizational divisions while keeping all hierarchies synchronized with NetSuite changes.
Step 5. Set up department and role-based hierarchy filtering.
Use AND/OR logic filtering to create hierarchy views for specific departments or organizational levels. Filter by employee status to exclude terminated employees from active hierarchy mappings. Custom field support includes organization-specific role classifications and reporting relationships.
Step 6. Maintain historical hierarchy data for audit purposes.
Use saved search imports with date ranges to preserve historical reporting relationships. Create separate Google Sheets for current versus historical hierarchy data. SuiteQL queries can track hierarchy changes over time for organizational analysis and compliance reporting.
Keep organizational charts current without manual updates
Automated employee hierarchy mapping eliminates the administrative burden of maintaining complex reporting relationships while ensuring your organizational data stays current with NetSuite changes. Try Coefficient free to build dynamic employee hierarchies today.
