Teams & Hierarchy API
Manage the organizational team tree that employees are attached to, and resolve reporting relationships across branches, regions and reporting lines.
Overview & Solution
Field organizations are rarely flat - reps report to supervisors, supervisors to branch managers, branches to regions. The Teams & Hierarchy API manages that tree directly, so territory, approval and reporting logic can be driven from the same structure your organization actually uses, addressed either by a numeric team ID or by its full hierarchy path.
Key Value Propositions
- One source of truth for structure - the same team tree that Employee Management attaches employees to.
- Path-based addressing - walk or query the tree by
hierarchyPathwithout knowing internal IDs in advance.
Industry Use Cases
1. Field Force Governance
- Reporting-line resolution: Determine who a field employee reports to, for approvals, escalations or performance rollups.
2. Territory & Branch Structuring
- Org-tree onboarding: Create and maintain the branch/region/team structure a new employee or branch is attached to.