Org & Team Management
Mirror your reporting structure and keep approvals moving without email whiplash.
Your Organizational Structure
Workbench mirrors your actual reporting structure, making it easy to delegate tasks, manage approvals, and keep everything organized without the email chaos.
Reporting Relationships
Define manager-employee relationships that automatically flow through to review cycles and approval workflows.
Team Organization
Organize employees into teams that reflect your actual organizational structure. Use teams for review cycles, reporting, and delegation.
Automatic Delegation
Tasks and approvals automatically route to the right people based on your organizational structure—no manual assignment needed.
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Organizational structure view showing teams, reporting relationships, and hierarchy
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Team management interface showing team members, managers, and delegation settings
How It Works
Set up your organizational structure once, and Workbench uses it throughout the platform to automate routing and delegation.
1. Define Teams
Create teams that match your organizational structure. Assign team members and designate team leads or managers.
2. Set Reporting Relationships
Define who reports to whom. These relationships automatically determine review assignments, approval chains, and delegation.
3. Automatic Routing
When creating review cycles or workflows, Workbench automatically routes tasks and approvals based on your organizational structure.
Common Use Cases
Department-Based Reviews
Organize by department structure
Organize review cycles by department, with department heads automatically assigned as approvers.
Multi-Level Approvals
Follow reporting hierarchy
Set up approval chains that follow your reporting structure—manager to director to VP—automatically.
Team Delegation
Delegate based on structure
Delegate review tasks to team leads who can then assign work to their team members based on structure.
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Approval workflow showing automatic routing based on organizational hierarchy
Key Capabilities
Team Management
Create and manage teams that reflect your organizational structure with members, leads, and hierarchies.
Reporting Structure
Define manager-employee relationships that automatically flow through to all review and approval processes.
Automatic Routing
Tasks and approvals automatically route to the right people based on your organizational structure.
Flexible Delegation
Delegate tasks and approvals while maintaining visibility into who's responsible for what.
Related Features
Workflow Templates
Automated review and approval workflows that control review progression and keep things moving — no chasing required.
Review Cycles
Create and manage review cycles with workflow-based automation or manual control. Track progress, manage budgets, and see bottlenecks in real-time.
Compensation Management
Easily plan merit increases and bonuses. Track compensation history and manage recommendations through approval workflows.
Ready to organize your team structure?
Join the waitlist to be the first to know when Workbench launches.
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