Start in People. Someone can exist in the roster without appearing where you expect on the chart. Search and filters can hide a row; an unresolved manager can prevent a person from joining the connected chart.
Check a missing person
- Open People, select All, and clear Search people. Search again by name, title, or department to find the stored record.
- If the person is listed but has an unresolved reporting line, select Needs manager and choose the correct manager. This connects them to the chart.
- If their reporting line is already connected, use Show on chart from their actions menu in desktop People, or close People and use Fit. In the compact list, open the person's details directly; there is no separate chart to reveal.
- If they are absent from People even with the filters cleared, check the imported rows and column mapping before adding a duplicate.
Find the record first
- Open People. On a phone, this is the main workspace.
- Select All and clear any existing Search people text.
- Search for the person's name. If that is blank or misspelled, try their title or department. Search also checks email addresses and custom-field values.
- Check the row's name, title, department, and Reports to value before creating another record.
Search and the status filter work together. If Needs manager is selected, a search will not return someone whose reporting relationship is already resolved. Switch to All to search everyone.
To locate a result on the desktop chart, open that person's actions menu and choose Show on chart. This action is available when People is open beside the chart and the person has a connected reporting line. If it says Assign a manager to show on chart, resolve Reports to first. Compact People has no chart to reveal; use the person's name or title to open their details there.
Review Needs manager
Select Needs manager for unresolved reporting connections. Here Jordan Patel's imported Manager ID P999 matches no one; Jordan should report to Casey Lee.
To try the same repair, import the 4-person example with an unmatched manager into a separate practice chart. It uses fictional names.
Fix the reporting line in the table
- Select Needs manager. Jordan is the only row. Reports to says No manager, and Reporting says Manager missing.
- Open Jordan's Reports to cell and choose Casey Lee, whose title is Head chef. The selection applies immediately.
- Jordan leaves the filtered list, and Needs manager changes to 0. Select All and search for Jordan to check the result: Reports to Casey Lee, with No issues under Reporting.
Fix the reporting line on a phone
- Select Needs manager. Find Jordan, then tap No manager beneath their name and title.
- In Select manager, choose Casey Lee, Head chef. Cancel closes the choices without changing the relationship.
- Select All and search for Jordan again. The line beneath their name now says Reports to Casey Lee, and Needs manager is 0.
In the full person editor, the same choice is labeled Manager and is saved with Save changes.
Check the person's title and department if several managers have similar names. An import suggestion is a starting point for your review, not a confirmed reporting relationship.
Leaving Needs manager means the connection is resolved; the record stays.
The top-level leader is different: No manager is normal for the connected person at the top. A missing or unresolved imported manager should not be treated as another top-level leader.
If the person is in People but hard to see on the chart
On the desktop chart, use Fit to bring the chart into view, then inspect the correct branch. If People offers Show on chart for that person, use it to locate their card. A disconnected person needs a valid manager before that action is available.
Look for their title as well as their name. A role without an occupant name may be displayed by its title. Search still works with the stored person details.
If the person is absent from People
Compare your spreadsheet with the import review. Check that you selected the intended Excel sheet and mapped the complete name column to Name. Separate first-name and last-name columns need to be combined into one full-name column before importing if you want both displayed.
Look for skipped rows or errors in the review. A row without a usable mapped name may not be imported. Changing the mapping can correct the source problem; adding the same person repeatedly makes later matching harder.
The CSV and Excel guide includes downloadable examples that use the actual importer.
Why a manager was not matched
Common causes include a misspelled manager name, two people with the same name, a manager missing from the file, or mismatched IDs.
| What you see | What to check |
|---|---|
| A suggested manager with a similar name | Review the intended person before accepting the suggestion. |
| Two people share a name | Use unique Employee ID values and matching Manager ID values in the source, or choose the manager explicitly in People. |
| Manager ID points to no employee | Include the manager's row and confirm both columns use the same kind of ID. |
| Manager Name contains email addresses | Map actual manager names or a matching ID pair; the manager-name field does not look up people by email. |
| A person reports to themselves or a descendant | Correct the reporting loop; Studio cannot connect a cyclic hierarchy. |
For example, if Casey's Employee ID is P002, Jordan's Manager ID must be P002 to report to Casey. A payroll ID in one column and an unrelated account ID in the other will not match just because both identify the same person elsewhere.
If a correction produces the wrong result
Use Undo for the recent people or reporting edit, then choose the correct manager. Theme changes are outside that history. Do not rely on Undo to recover a previous browser session.
Keep the tab open if work is unsaved. Report a bug with the steps and the visible error if the record or relationship still behaves incorrectly. Use fictional names in a reproduction; do not send an HR roster.