Org hierarchy and managers
Your org hierarchy is simply who reports to whom. Setting it up does more than draw a chart — it decides who approves each person's leave and attendance requests.
Open it from Org Hierarchy in the sidebar.
Setting reporting lines
The screen shows your organisation as a chart. To place someone under a manager, set that manager as the person's reporting manager. You can do this here, or from the Employment tab of any employee profile.
A few rules keep the chart sensible:
- Everyone can have one reporting manager.
- A person can't be their own manager.
- People at the top (owners, founders) simply have no manager above them.
Why managers matter
When someone has a reporting manager, their leave and regularization requests go to that manager first. The manager sees them in a Team Approvals queue inside their own employee portal — they don't need admin access to act.
Manager approval is on by default and controlled under Settings → Manager Approval. When it's on and a person has a reporting manager, requests start with the manager, then come to HR. Turn it off and requests come straight to HR. See approvals for the full flow.
This is why it's worth setting managers early: without them, every request lands on HR's desk.
What's next
- Approvals — how leave and attendance requests move through
- Team approvals for managers — what a manager sees
- The employee profile — set a reporting manager per person