Skip to main content

Defining a Head of Structure

Assigning someone as the lead of a company structure lets them see and manage all employees inside that structure — including its sub-structures. Use it when a manager's responsibility follows the org chart rather than direct reporting lines.

When you need this​

Imagine a company with two offices:

  • The USA HR manager should see everyone — USA and UK.
  • The UK manager should see only UK employees.

Solution: make the USA HR manager a lead of the top-level company structure, and the UK manager a lead of the UK office structure only.

Company (Lead: USA HR Manager)  ← sees everyone
├── USA Office
│   ├── Engineering
│   └── Sales
└── UK Office (Lead: UK Manager) ← sees only UK employees
    ├── Engineering
    └── Support

How to assign a lead​

  1. Go to People > Company Structure.
  2. Click the edit (pencil) button on the structure.
  3. In the Leads field, pick one or more employees.
  4. Click Save.

Leads field in the Company Structure form

The lead needs the right user level

To actually see the employee list, the lead's user account must have the Admin or Manager user level — see Users, user levels and managers.

Depending on your configuration, there may also be a system setting that controls whether structure leads can see employees in their structures. If a lead cannot see their people, check System > Settings for the company-structure visibility setting and enable it.

What a lead can do​

  • See employees in the structure and all structures beneath it
  • View reports scoped to their structure
  • Approve requests (leave and similar) for those employees

Troubleshooting​

  • Lead can't see any employees — confirm they are set as a lead on the right structure, their user level is Admin or Manager, and the system setting mentioned above is enabled.
  • Lead sees too many people — they are probably a lead of a higher-level structure than intended; move the assignment to the more specific structure.