runbookify
← All plans
Human Resources / Employee Records & Org Chart

Org Chart Builder from Roster: Clean Reporting Lines Before You Publish

Turn your employee roster into a live org chart — and catch broken reporting lines, missing managers, cycles, and giant spans of control before anyone sees them.

BeginnerAn afternoonBuilds onNext.jsSupabaseResend
What you'll build

A web tool where you import your roster, it builds the reporting tree, flags every data problem (cycles, orphans, missing managers, span-of-control outliers), you approve each correction, and it publishes a shareable org chart plus a clean-hierarchy CSV you can push back to your HR system.

Gated download

Enter your email — the plan downloads instantly and a copy lands in your inbox.

By submitting your email you'll also receive the weekly runbookify newsletter. You can unsubscribe at any time.

Before you start

  • A Supabase account (free)
  • A Vercel account (free)
  • A Resend account (free)
  • A CSV or Google Sheet of your roster (employee ID, name, title, manager ID/email)
  • Claude Code or any AI coding agent

The problem this kills

Every reorg, someone reopens the org-chart slide deck and starts dragging boxes around by hand. It takes hours, and the picture is only as good as the roster behind it — which is usually wrong in quiet, expensive ways. Someone's manager left and was never reassigned. Two people somehow report to each other in a loop. A whole department hangs off an "employee" who isn't in the file. One director quietly ends up with twenty-three direct reports while a peer has two. You don't find any of this until the chart is on a screen in front of leadership.

The reporting relationships are sitting right there in your roster. The problem is that nobody can hold the whole tree in their head, trace every line up to the top, and spot the breaks. That's exactly the kind of checking software is good at — and you do not need to be a developer to build the software that does it.

What you'll build

A simple internal web tool for your HR team. You import your roster — employee ID, name, title, and who each person reports to. The tool builds the reporting tree and immediately flags the data problems: cycles (A reports to B reports to A), self-reporting (someone listed as their own manager), orphans (a manager ID that doesn't match any real employee), missing managers (no manager at all, where there should be one), and span-of-control outliers (managers with far more — or far fewer — direct reports than your norm). Each flag comes with a plain-English explanation and a suggested fix. Your HR lead reviews each one and clicks Approve or Edit — assigning the missing manager, breaking the loop, whatever's right. Only after the flags are resolved does the tool publish a shareable org chart and export a clean-hierarchy CSV in the exact columns your HR system expects.

What's inside the Implementation Plan

The downloadable plan is a step-by-step file you paste into an AI coding agent. It opens by interviewing you about your business — how your roster is structured, the exact column names and ID conventions you use, whether you track dotted-line or secondary managers, what a "normal" span of control looks like in your org, and the edge cases that always trip you up (contractors, open reqs, the CEO who reports to nobody). It reads a short spec back to you for a thumbs-up, then builds the tool around your answers instead of a generic template. From there it walks the agent through the data model, the roster import, the tree-building and problem-detection engine, the review-and-approve screen, the human gate, the rendered chart, and the clean-hierarchy export. Every step ends with a ready-to-copy prompt.

The governance it includes (this is the point)

This isn't a toy. The plan builds in the controls a real HR function needs: login so only your team can use it, row-level security so people only see their own organization's roster, a complete audit trail of every correction (who changed what, when, and why), a hard human-approval gate so no fix is written to the cleaned data — and no chart is published — until a person signs off, and duplicate guards so the same employee can't appear twice and the same roster file can't be processed twice. The tool's whole job is to make a careful human decision easy: the AI spots the problem and suggests the fix, a person makes the call.

Who it's for

HR ops specialists, HRIS owners, and people leaders who redraw the org chart by hand every reorg and keep discovering broken reporting lines too late. If you can export a roster and explain who reports to whom, you can build this.

You've got this — open the plan, paste the first prompt, and you'll be looking at your real org chart, with its problems flagged, this afternoon.

Gated download

Enter your email — the plan downloads instantly and a copy lands in your inbox.

By submitting your email you'll also receive the weekly runbookify newsletter. You can unsubscribe at any time.