In this article, we'll delve into the efficient navigation and utilization of your company's organizational chart. We'll cover viewing your organization's people, positions, and hierarchy, applying filters for clearer data visualization, and exporting your org chart.
Access the Org chart
Access the Org chart
To access the org chart, navigate from the left menu to the People and select the Org Chart option. The CEO or head of the organization will appear at the top, followed by direct reports. Clicking on an employee's name redirects you to their profile. Beneath each person's image, you'll find the number of direct reports and total reports.
The organizational structure in the system can be built in two ways: by employees and by departments.
Org chart by employees
Org chart by employees
This structure is based on the subordination relationship between employees.
Automatic creation: If you add employees using import, the structure is automatically built based on the data from the
reporting_to_employee_idcolumn.Manual creation: If you add employees manually, the structure is formed based on the information about the manager you specify for each employee.
ℹ️ The system does not provide for double subordination. Each employee can have only one direct manager.
Click under an employee's position to view their direct and all reports. Click again to collapse the data.
Find a specific employee
To find a specific employee within the org chart, use the search bar. Here, you can either type in the employee's name or click the arrow and select them from the drop-down list.
Departments org chart
Departments org chart
The Departments org chart tab provides an overview of all departments within the company. At the top, you see the name of the organization and the total number of employees. Direct departments are listed below, and clicking on the number of employees redirects you to the respective department's employee list. A photo of the department manager is shown below the department name if one has been appointed.
To view the full list of people in this department, click the displayed number of employees.
Use filters based on departments
To filter data by department, use the corresponding field to select a specific department.
How to create a department structure
How to create a department structure
Go to Settings > Core > Departments.
Click + Add in the upper right corner.
Enter a name for the department, select a parent department, and assign a manager.
ℹ️ Please note:
One employee can belong to only one department.
One employee can be the manager of several departments at the same time.
4. After saving, the subordinate department will appear under the parent department.
As the settings are complete, check the structure display in the Employees > Organization > Departments tab.
Relationship between org charts
Relationship between org charts
The organizational structures by the employee and by the department are not related to each other. For example, if an employee is assigned to a department with a specific manager, this does not mean that this manager will be their direct supervisor in the employee structure.
Teams and departments do not influence any of the organizational structures. They only provide an additional opportunity to organize employees into projects, teams, etc.
Export the org chart by employees
Export the org chart by employees
To export the org chart, click the Export button in the screen's top right corner and select Export to PDF. It's important to note that the final document will mirror your current view settings. For example, if you use any filters and only the CEO and their direct reports are visible on the org chart, the downloaded PDF will reflect this specific view.
View and download the anonymised organizational chart
View and download the anonymised organizational chart
For your employees’ protection, you can anonymize employee information when exporting and viewing your organization chart by third parties. You can choose which specific data will be displayed in the organization chart document and hide avatars.
Change the employee's department and manager
Change the employee's department and manager
You can change the department to which an employee is assigned or their direct manager in the employee profile. To do this, follow these steps:
Go to the employee's profile and open the Job tab.
Expand the table of employee position history (the bottom left to the + Add button), click 3 dots and select Edit.
Edit the required data. These changes will be effective from the date of hire.
4. If you need to update the changes in the department or manager that occurred during the employee's employment, click + Add, enter the new information, and select the date from which the changes are effective.
After saving the changes, the system will automatically save the history of all changes related to the following:
Manager
Job Level
Department
Division
This makes it easy to track changes in an employee's data.