Organizational Structure Audit

Ensuring your Organization Chart and company structure are accurate is important for many reasons. It's especially important before launching a Performance Review and when utilizing a Cascading Approval Process in Requisitions or Offer Letters. Those with User Admin permission can complete an audit of existing users to ensure the company hierarchy and structure are correct. 

In this article:
Confirming CEO assignment
Auditing User Reporting Structure
Confirming Hierarchy
Fixing Errors

Confirming CEO Assignment

1. Click Tools, then Setup.

   

2. Under the Organization Setup column, click Users.

   

3. Use the Search for an employee field to find your CEO, and click on their name.

   

4. On the popup, click Edit user.

   

5. Confirm they have the permission for CEO checked. If missing, select it and update user details. Then click outside the popup box to make it disappear.

   

     The CEO permission can only be assigned to one user. For the CEO user, the Supervisor field must be left blank.

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Auditing User Reporting Structure

With your CEO correctly assigned, next check for any users that are misaligned in their hierarchy to the CEO. The User Setup page has pre-determined sorting categories that enable you to quickly check the three common user hierarchy issues.

1. In User Setup, click Active under filter employees.

2. Check Users misaligned to CEO under Show Only.

   

3. Use the check box to filter by Users reporting to deleted or terminated supervisors, and Users in a Circular Reporting Structure. Then, follow the steps below depending on your results.

4.   If no users are listed, great news, there are no problems identified by the system for that hierarchy issue type!

   If any users are listed when selecting one of these filters, click on the user and edit their supervisor as needed to resolve the issue type.

   Example: Users in a Circular Reporting Structure
   If users are returned when selecting this filter, review who is listed as the Supervisor for your employees. Commonly, the circular issue results when your CEO has a lower-level supervisor listed on their employee profile. See the image below for an example.

   

5. Repeat step 3 until you've confirmed that no users are returned when filtered by any hierarchy issue type. 

Confirming Hierarchy

1. Click Company, then People.

   

2. Click Organization Chart.
   

   

3. Click through the employees on the Org Chart and ensure that the hierarchy is correct.

Fixing Errors

If you need to further modify any user's details after double-checking the hierarchy, please use the following how-to guides in our help center!

• Edit Users (Adding Users - Advanced)
• Edit User Permissions
• Access + Restore Deleted Users