To view your company structure set up the org chart


The org chart will be built based on the 'Reports to' field inside the personal data of every employee. For everyone, the supervisor will be put on top, which creates a new level.

 

The org chart will also help you to visualize the status of certain employees inside the app. If they are active, inactive, with a termination date, or have a start date, it will be shown with an additional label. Based on your assigned profile, there is different information shown. 


Under People > Org Chart, you can access the Standard org chart. 

Note: Everyone except users under Restricted access profile will have access to the Org chart. An exception can be made by creating custom profiles.




Org Chart visibility


Depending on your assigned profile, you can see different information in the org chart. Employees with a future start date as well as ones with a termination date can be shown with a label adding the corresponding date. If you have access to the confidential section of other employees, you will have the 'Admin view’, otherwise known as the 'Employee view':


Admin view:


Not shown
Active Employee with subordinates
Start date in the futureTermination date in the futureTermination date in the past (but still active)Active Employee without subordinatesTermination date in the past (but deactivated)




Employee view:


Not Shown
Active Employee with subordinates
Start date in the futureTermination date in the futureTermination date in the past (but still active)Active Employee without subordinatesTermination date in the past (but deactivated)



Assistant role


Employees with an assistant role can be shown with an additional icon on their card to identify them easier, as they will be in most cases on a C-level next to the head of departments. To enable it, just go to this person's profile and click the checkbox 'assistant role'.



Exporting Org chart views


Under People > Org Chart, please follow the next steps: 

  • Under Show Org chart views, you'll find the existing org chart views
  • Select the view that you would like to export from the system
  • Click on the Export button to receive the export in PDF or SVG format



Navigating custom Org chart


You can navigate through an Org chart using the toolbar at the bottom right corner. Following operations can be performed using the Toolbar: 

  • Find me - To locate yourself in the Org chart
  • Expand/Collapse - To expand or collapse (to 2 levels) the Org chart between multiple levels
  • Zoom in
  • Zoom out 
  • Zoom to fit


To create a custom Org chart, please refer to the article Custom Org chart.