Creating Job Relations
Where to Find: Settings → Company Structure → Job Relations
The Job Relations section is where you define how employees are connected beyond the standard hierarchy. While the main org chart shows direct reporting, Job Relations allows you to set up additional support roles - like Mentors, HR Partners, or Project Coordinators - to show who else supports a team member within the reporting tree or hierarchy.
Here, you configure the types of relations available in your organization's reporting structure. Once a relation is created here, it becomes available as an option when assigning support lines in the Reporting Structure.
Here, you configure the types of relations available in your organization's reporting structure. Once a relation is created here, it becomes available as an option when assigning support lines in the Reporting Structure.
In the list you can see:
- Relation Name: The title of the role (e.g., Direct Manager, Mentor).
- How the connection appears visually on the chart (Solid, Dashed, or Dotted).
- This number shows how many employees are currently assigned to this relation.
- This number is updated automatically and shows how many employees have this specific relation assigned in their Reporting Structure within the We module.
- You cannot add employees to a relation from this view; it must be done through their individual profiles.
Note: Each relation type is displayed with a unique color next to its name. This color-coding helps you quickly distinguish between different roles and support lines within the reporting tree.
How to Create a New Relation
- Settings → Company Structure → Job Relations.
- Click the + Add button.
- Enter a title (e.g., "Technical Lead").
- Choose Connection Type: Select the visual line style that best represents the nature of the relationship: Solid, Dashed, or Dotted
- Set Color: Select a color further to distinguish this relation type on the organizational chart.
- Save: Once saved, this relation type will be ready for use across the platform.
You can edit existing relations to update their name, color, or line style. Click on the Relation Name in the list to open the edit sidebar. However, the Direct Manager relation is a core system role and cannot be edited.
You can delete a relation only if no employees are assigned to it. Otherwise, it will be archived.
