Setting up your People Data & Team Hierarchy

Managing People Data & Team Hierarchy in Teamgage

Teamgage helps you build and maintain an organisational hierarchy that reflects your employees, teams and managers. This article is relevant for:
  1. New Clients - Setting up your initial hierarchy during onboarding
  2. Existing Clients - Keeping your data accurate as people join, leave or move teams
No matter the size of your organisation, we’ll recommend a structure that makes sense to your leaders and is simple to manage.

Ways To Manage Your Data

You can choose from four main approaches:
  1. Self-Managed Data Guide: Organisations with smaller teams or those wanting full control over their setup
  2. Using our Template to Build Your Organisation in Teamgage: Designed for organisations less than 200 employees
  3. Uploading your HRIS Data: Designed for organisations more than 200 employees
  4. Automated Upload via SFTP: An advanced option for organisations wanting automated and secure data transfers

Making Updates Over Time

Your organisation will evolve, people will join or leave and team structures will change. Keeping Teamgage updated ensures leaders always see the right teams and employees. You can update data in three ways:
  1. Make small adjustments manually – Update individual users or managers (Learn more)
  2. Restructure teams – Rename teams, move people or allocate managers (Learn more)
  3. Bulk update your data – upload an updated People & Teams file (template, HRIS, or SFTP)

Data Security

We take data privacy seriously and will never ask you to send us a file for your user/team data via email. All uploads are encrypted and processed securely via the Teamgage Portal or SFTP.

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