Quick answer
Open Admin → Team Structure, assign a reporting manager to each employee, add departments and designations, and verify each manager sees the right direct reports. The live org chart at /organisation reflects your structure automatically.
Build the hierarchy
Open Admin → Team Management
Pick each employee and set their reporting manager from the dropdown. The tree rebuilds itself as you save.Standardise departments and designations
These are set on the employee profile. Use consistent names so filters and reports behave.Verify with each manager
Ask each manager to open Manager → Home and confirm their direct reports are correct.Lock roles
Admin → Role Management. Confirm who is admin, manager, or employee.
Why does this matter?
The reporting manager field drives:
- Leave approvals route to the manager.
- Appraisals are owned by the manager.
- Team dashboard shows direct reports and sub-tree.
- Org chart visualises the structure for everyone.
- Audit log records manager changes for compliance.
Frequently asked questions
- What happens if a manager leaves?
- Re-assign their direct reports to a new manager from Admin → Team Management. You should also re-check any in-flight appraisals and pending leave requests so nothing is stranded.
- Can one employee report to multiple managers?
- Not in V1. Each employee has one reporting manager. Dotted-line relationships are planned for a future release.
- How does the org chart stay in sync?
- It reads the manager_id field on every profile. Any change in Admin → Team Management reflects immediately at /organisation.
This guide also lives in the help centre at /help/admin/setting-up-your-organisation, which is its canonical home.