How to set up your company structure (Part 1/2)

Reflect responsibilities, hierarchy and teams to ensure holiday requests, notifications and access to information go to the right people.

Maisie Miller avatar
Written by Maisie Miller
Updated over a week ago

💡Part 1 and 2 of this guide will only take 10 minutes to read, but reading and following the guidance will save you hours of frustration in the future. 

This is an essential read if:

  • You want to clarify who people are managed by.

  • You have cross functional teams or project teams.

  • You have sub-teams within larger teams.

  • You have people who manage more than one team.

  • You currently have lots of Super Admins or custom time off approvers.

Part 1: The Fundamentals 

What's new

✨Line Manager: a brand new role you can assign to managers ✨
✨People can now be in multiple teams✨
✨Team Leads can manage multiple teams ✨

Best practice

To ensure requests, notifications and access to information go to the right people, you can truly reflect how your company is structured on Charlie by doing both of these two steps:

  1. Set everyone’s Line Manager (new).

   2. Create your teams and set Team Leads.

Line Manager vs Team Lead

You now have these two ways to delegate managerial responsibilities on Charlie. For most companies recommend always using the new Line Manager role and use Team Leads as and when you need. 

The difference between the two roles is that Line Managers should be used to show direct, personal management relationships. Team Leads are best for more team based management.

Line Managers 

  • On Charlie, each person can only have one Line Manager. 

  • In real life, Line Managers are responsible for the professional development of people they manage and often have been their hiring manager.

Team Leads 

  • On Charlie, they have a management relationship over people in a particular team.

  • In real life, they organise the team and make sure people are working towards the team’s goals.

People can be both a Line Manager and Team Lead on Charlie.

What's next 

Now you've understand the fundamentals of how to set up your company structure, read Part 2 to learn how you can put it into practice.

 

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