This is the second part of our guide to help you reflect your true company structure. You can find Part 1 here.

Setting up your company structure on Charlie means you'll:

Step 1: Set Line Managers
Step 2: Create teams (and set Team Leads)

Line Manager is a new role on Charlie. It’s best for anyone that directly manages another person and gives people additional permissions over people they directly manage.

Line Managers can:

How:

Set the person in green as the Line Manager of everyone in the green section.
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With a more complex structure you can set up management lines that run multiple levels down.

How:

1. Set the person in green as the Line Manager of everyone in the green section.

2. Set the person in orange as the Line Manager of those in the orange section.

3. Likewise, set the person in purple as the Line Manager of those in the purple section.

Remember:

On Charlie, Line Managers only get permissions over people they directly manage. So, even though the green person manages the orange person, she cannot approve holidays or view details of the people that the orange person manages.

Find out how to set Line Managers here.
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Once you’ve sorted out Line Managers, you can represent the overall structure of your company by creating teams. Depending on how you structure your business, you may create different types of teams.

This role has a management relationship over everyone in a team.

They can:

You can create teams that are focused around projects or are made up of people from different functions or departments. In this example, this company has a team that’s building their mobile app. 

Team Leads are particularly useful in these types of teams where the Team Lead doesn’t directly line manage everyone in their team but they do manage the project they're all working on.
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How:

In this example, some people in team have a Line Manager who is different to their Team Lead. This means both their Line Manager and Team Lead will receive notifications about them and be able to approve their holiday requests.
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Perhaps you have another Department that is a bit more complex. Having already set up Line Managers for everyone, let’s say your Finance Department is led by a Head of Finance. It’s also made up of 2 sub-teams: Payroll and Accounts.
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How:

1. Create one team called Finance and put everyone in it (including those in Payroll and Accounts)

2. Create two other teams - one called Payroll and one called Accounts. Put the right people in each one.

3. Set one Team Lead for Payroll and a different Team Lead for Accounts.

4. (Optional) Set the Head of Finance as the Team Lead for Finance.
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You may decide not to set a Team Lead for all your teams. Note that the Team Lead is going to receive notifications for all the team members, which can be an issue when the team is very large.  
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You may also want to create simple teams so that everyone can see what area of the business other people sit in.
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Let’s say you have a Sales Department led by the Head of Sales.

How

Setting a Team Lead here means the Head of Sales will get notifications and be able to approve the holiday of everyone in this team, rather than just the 4 people she manages. 

​Find out how to set Team Leads here.

Once you’ve set everyone’s Line Manager and created your teams, you’ll have:

[Action required] 

If you’ve had Charlie for a while, why not review the account roles people currently have in light of these changes. Confused? Contact us on live chat for support.