Organisation and onboarding
Departments and reporting lines
Section titled “Departments and reporting lines”Every person can have a job title, a department, a manager and a start
date, set on their profile in the dashboard or with the CSV import
(job_title, department and manager_email columns; departments are
created on the fly).
Organisation in the dashboard draws the org chart from those reporting lines. It lists anyone who is not placed yet, with a quick “reports to” picker, and the Departments tab manages departments, their leads and headcount.
Who approves what
Section titled “Who approves what”Reporting lines decide who reviews time off and expense claims:
- Admins see and decide everything.
- A manager sees requests from everyone below them in the chain, at any depth, plus people who have no manager assigned, so no request is ever left without an approver.
- Nobody approves their own request.
- Notifications for a new request go only to the people who can decide it.
A reporting line can never loop back on itself; the API refuses it.
Onboarding and offboarding checklists
Section titled “Onboarding and offboarding checklists”Onboarding in the dashboard runs a checklist for each starter or leaver. A checklist comes from a template, and each template task names who does it and when:
| Assignee | Resolved to |
|---|---|
| HR admin | Any admin can complete it |
| Their manager | The person’s manager at the time the checklist starts |
| The person | The starter or leaver themselves |
Due dates are counted from the start date, or the last working day for an offboarding, so “-7” means a week before. Two templates ship with every workspace, Standard onboarding and Standard offboarding, and admins edit them or create their own.
Assignees are notified when a checklist starts. Employees and managers tick their own tasks in the Time Portal under My tasks; admins can tick any task. A checklist completes itself when the last task is done.
| Endpoint | Purpose |
|---|---|
GET /api/v1/auth/org-chart/ |
Active people with title, department and manager |
GET, POST /api/v1/auth/departments/ |
List or create departments |
PATCH /api/v1/auth/users/{id}/ |
Set manager_id, department_id, job_title, start_date |
GET, POST /api/v1/checklists/ |
List or start checklists |
GET /api/v1/checklists/my-tasks/ |
Tasks assigned to the signed in person |
POST /api/v1/checklists/tasks/{id}/toggle/ |
Mark a task done or not done |