TOOLS · SYSTEM SIMULATION

Org Chart Setup

Choose how your organization reports, where the roster comes from, and see the chart it produces.

System simulation · synthetic data · Simulated values

1 Which organization is being set up?

Organization with CompassOSSet up in CompassOS by the organization’s org admin.Organization without CompassOSSet up in CompassWB by the authorized advisor or the organization’s delegated admin, for standalone CompassMentor.

2 How is reporting organized?

Position-basedPositions report to positions. People are placed in positions, so the structure stays when someone moves. Open positions are rows without a person.Person-managerEach person reports directly to a manager. Simple for smaller organizations without formal positions; open roles can’t be shown.

3 Where does the roster come from?

HRIS or other system of record Future capabilityThe authoritative source. Reporting lines come only from the connected system.Governed spreadsheet Works in this simulationOnly when no system exists: download the template, fill it in, upload it, fix any errors, then a second person approves it.

Choose how reporting is organized first.