Team Overview gives admins a quick way to inspect reporting lines across the company. It is useful when you need to find people without a manager, confirm who reports to whom, or make direct structure updates from one place.
Best for: Free Plan (does not have HRIS.)
Where to find it
Go to Admin > Users > Team overview.
What Team Overview shows
The main table shows:
User
Manager
Direct reports/ Teams
You can also:
filter the list by All employees, Managers, or Without manager
search by name, email, or manager
open a per-user modal to review that person's current structure
Editing team structure
When your company is managing reporting lines directly in Bonusly, Team Overview lets admins make immediate changes from the user modal.
Depending on the person you are viewing, you can:
add a manager
change a manager
remove a manager assignment
add a direct report
remove a direct report
These admin actions use Bonusly's direct admin-assignment flow, so they apply immediately instead of creating a pending team request.
Read-only mode
When your company has a user management integration (HRIS) connected, Team Overview becomes a read-only structure view.
In that setup, the page still helps you inspect how managers and direct reports appear in Bonusly, but the action button changes to View and structure edits are not available there. Use your integration as the source of truth for updates.
Finding gaps in reporting lines
The "Without manager" filter is the fastest way to find people who do not currently have a manager assigned in Bonusly.
If edits are available in your setup, you can open a person from that filtered view and assign a manager immediately.
That helps clean up reporting structure so manager-dependent experiences in Bonusly have the relationships they need.
What happens when you change a manager
Bonusly surfaces a few important consequences of manager changes in the Team Requests experience, and they are useful context here as well:
existing 1:1 meeting series stay with the previous manager
recap and goal access transfers to the new manager
advice shared with the previous manager does not automatically carry over
Team Overview vs Team Requests
Use Team Overview when you want visibility into the current org structure or when an admin needs to make a direct fix.
Use Team Requests when you want employees and managers to propose changes that go through review or auto-approve rules.
In practice:
Team Overview is for inspection and direct admin edits
Team Requests is for submitted requests, approvals, and rejection history
FAQs
Why can I only view and not edit? Team Overview switches to read-only mode when your company has a user-management integration (HRIS) connected.
How do I find people who are missing a manager? Use the Without manager filter.
Does Team Overview require Team Requests to be enabled? No. Team Overview is routed separately from Team Requests. Team Requests has a narrower availability check.
Will changes made here wait for approval? No. Admin edits in Team Overview use the direct admin-assignment flow and apply immediately.
Questions? Send us a note to [email protected]; we'd be happy to help!
Was this article helpful? Let us know by rating it below with an emoji and sharing your feedback!