> ## Documentation Index
> Fetch the complete documentation index at: https://help.gowindmill.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Managing Your Org Chart
> Manage your Windmill org chart — reporting lines, departments, managers, and direct reports — and keep it in sync with your HRIS or edit it manually.
Your org chart is the backbone of Windmill. It determines who can see what information and ensures managers have access to their team's data.
## Why the org chart matters
Windmill uses your org chart to control visibility throughout the platform:
**Access control** Only managers and higher-level leaders can access their team's data. Individual contributors can only see their own information.
**Reporting structure** The org chart defines who reports to whom. This powers Recaps, Feedback, 1:1s, and all reports in Windmill.
**Team insights** Managers see aggregated data about their direct reports and teams based on the org chart structure.
Without an accurate org chart, Windmill can't function properly. Keep your org chart up to date as people join, leave, or change roles.
## Org chart data sources
### If you have an HRIS connected
If you have an HRIS connected (BambooHR, Rippling, Gusto, Paylocity, Justworks, ADP, Workday, etc.), your org chart automatically syncs from your HR system.
**What syncs automatically:**
* Employee roster (who's on your team)
* Reporting structure (who reports to whom)
* Job titles and departments
* Manager assignments
**Sync timing:** Your org chart syncs daily from your HRIS. Changes typically appear in Windmill within 24 hours.
If you have an HRIS connected, don't edit your org chart manually in Windmill. Make changes in your HRIS instead—they'll sync automatically and won't be overwritten.
### If you don't have an HRIS
If you don't have an HRIS connected, you need to manage your org chart manually in Windmill. You can still define manager and direct-report relationships manually by assigning each employee a manager in the org chart.
**Data sources without HRIS:** Windmill can pull partial org chart data from:
* Google Workspace (email directory)
* Slack (team members)
However, these systems don't provide complete reporting structures. You'll need to manually assign managers and update the org chart as your team changes. Windmill uses each employee's assigned manager to decide which direct reports that manager can see in reports, 1:1s, and team views.
## Maintaining your org chart
### Editing the org chart manually
If you don't have an HRIS connected, you can edit your org chart directly in Windmill. For example, if you're piloting Windmill before connecting HiBob or another HRIS, you can assign employees to their managers manually so managers can see their direct reports' data.
**To edit a single employee:**
1. Go to **Settings > Org Chart**
2. Click on the employee's name
3. Update their information:
* First and last name
* Job title
* Manager
4. Click **Save**
Changes take effect immediately in Windmill. Updating the **Manager** field creates the reporting relationship for that employee.
**To bulk update managers:**
If you're restructuring teams or adding a new manager, you can update multiple employees at once:
1. Go to **Settings > Org Chart**
2. Select multiple employees (check the boxes)
3. Assign their new manager
4. Click **Save**
This is helpful when onboarding a new manager or reorganizing teams.
### Adding new employees
If you don't have an HRIS and need to add someone to Windmill, see [Inviting Members](/org-chart/inviting-team-members) for detailed instructions.
### Org chart accuracy
**Check for employees without managers** Employees without assigned managers won't appear in reports or team views. Regularly review your org chart to ensure everyone has a manager assigned (except your CEO or top-level leader).
**Update when people leave** When someone leaves your organization, make sure they're removed from the org chart (or archived in your HRIS). This prevents them from appearing in active team lists.
**Reflect organizational changes** When someone changes roles, gets promoted, or moves to a different team, update their manager and title promptly. This ensures reports accurately reflect your current structure.
## Viewing your org chart
To view your org chart:
1. Go to **Settings > Org Chart**
2. You'll see a list of all employees in your system
This list shows:
* Employee names
* Managers
* Job titles
* Invitation status
Only members with assigned managers appear in Windmill's reports and insights. If someone doesn't have a manager assigned, they won't be included in data aggregation.
Keep your org chart up to date as people join and leave. An accurate org chart ensures the right people have access to the right data.
## FAQs
Fix it in your HRIS, not in Windmill. The next sync will bring the corrected structure into Windmill. If you edit it in Windmill while an HRIS is connected, your changes will be overwritten on the next sync.
No, Windmill supports one direct manager per employee. If your organization uses matrix reporting, choose the primary manager for Windmill purposes.
Yes. If you don't have an HRIS connected, go to **Settings > Org Chart**, open the employee's profile, and set the **Manager** field. That employee will appear as the manager's direct report in Windmill.
Your CEO or top-level leader typically won't have a manager in Windmill. That's expected. However, everyone else should have a manager assigned for visibility and reporting to work correctly.
Add them to the org chart like any other employee. Assign them to their manager so they appear in team reports. If needed, use job titles or departments to distinguish contractors from full-time employees.