How to create a group structure

After importing employee data into My Effectory for the first time, you’re guided to the Reporting structures overview. You can also access this page anytime from the sidebar under the Organization tab.

When no structures exist yet, the page explains why structures are important and provides helpful resources like a short video and case studies. These give you clear context and inspiration for building a structure that fits your needs:

• Small organization: shows how a compact setup can still give detailed insights without being complex.

• Large organization: illustrates how multiple levels can be combined to make results manageable and meaningful.

If you’ve already created structures for any of your projects, the Reporting structures page gives you an overview of all structures in your account across projects. From here you can easily view and manage them all from one place.

Step-by-step guide

You can start creating a new structure in two ways:

• Go to the Reporting structures tab under Organization and click Create structure

• Open your project and, in the Project management section, go to Group structures and click Create structure or Manage

Then a pop‑up window will open:

1. Enter a name for your structure, add a description (optional), and choose an icon (and project, if prompted)

2. Click Create structure

3. Use the toolbar on the right to add all levels you want to include and arrange them in your preferred order

4. Once you're satisfied with the hierarchy you've created, click on Save structure

   > Your structure is ready to be used for future surveys in the current project!