To get the most value from Workleap Officevibe, it’s important to match your real-world org structure inside the platform. This ensures surveys, reports, and dashboards are accurate and relevant for every user.
Why set up your organizational structure?
Setting up your structure helps you:
Send relevant surveys to the right Employees.
Share reports with the appropriate Team Managers and Executives.
Reflect your org chart accurately inside Workleap Officevibe.
Improve targeting for onboarding flows and Feedback.
Key components of your structure
Your Officevibe structure includes:
Teams: A group of Employees who usually report to the same Direct Manager.
Groups: A higher-level grouping of teams (e.g., departments or regions).
Direct Managers: Assigned to individual team(s). They receive survey results and can run Feedback sessions or 1-on-1s.
Executives: Assigned to groups. They can view aggregate results and manage visibility at a higher level.
How to replicate your structure
Create teams.
Go to Settings > Teams.
Click Add Team.
Give the team a clear name (e.g., “Sales – West”).
Assign the correct Employees and a Direct Manager.
Create groups.
Go to Settings > Groups.
Click Add Group.
Name the group (e.g., “North America Sales”).
Add related teams to this group.
Assign an Executive if needed.
Review and validate.
Make sure each Employee is in the right team.
Check that each team has a Direct Manager.
Confirm groups and Executives are properly set.
Tips for large organizations
Use CSV import to upload teams and users in bulk.
Keep team names consistent for easier navigation.
Revisit your structure regularly to reflect org changes.
FAQs
What if my team doesn’t have a Direct Manager yet?
You can still create the team. Assign the Direct Manager later when one is available.
Can a Direct Manager be part of multiple teams?
Yes. Direct Managers can lead more than one team.
Can an Executive oversee multiple groups?
Yes. Executives can be assigned to one or several groups depending on your org setup.