Create a Design Principle

Define organizational guardrails that users should adhere to when designing their org structure.

Overview

When designing an org structure, it can be easy to overlook subtle inefficiencies, such as a manager with too few reports or excessive org layers. Design principles are rules that your organization sets up to help users with designing their org structures. With design principles, you can create quantitative and qualitative rules to ensure consistent standards for your organization. Some common use cases include:

• Balancing workloads: Set rules for span of control to ensure employees have sufficient support, making it easy to spot overextended managers and redistribute direct reports.

• Ensuring fair pay levels: Set rules that prevent managers and their direct reports from being assigned to the same pay grade, ensuring employees are compensated fairly and valued appropriately based on their responsibilities.

• Distributing talent: Set rules for entry, mid, or executive career levels to ensure teams maintain a healthy balance of talent. This automatically flags structural risks, such as top-heavy teams with too many decision-makers, or junior-heavy teams lacking the senior leadership needed to guide execution.

Create a design principle

1. Click Manage design principles.

2. Do one of the following:

   • If you are creating your first principle, click Add principles.
   • If you have existing principles, click Edit principles, then click Add principles.
3. In the Select category dialog, select a quantitative or qualitative category.

   Note:  

   • Quantitative principle categories are unique per tenant based on your specific data.
   • Multiple principles can be applied to your org structure at once.
   • You can create a maximum of 30 custom design principles.
4. Click Next.

5. In the Principle dialog, fill in the design principle details such as name, rule, and severity.

   Tip: To add multiple principles in the same category click the Add principle button.

6. Click Add.

7. In the Design principles list, click Preview to review your new principles in an existing or new org structure.

   Result: A preview of the org structure with your design principles opens in a new tab.

8. Click Publish changes to make your design principles available to all users.

For more information on how to view design principles, see Design principles.