View your company structure, go to People > Org chart.

TABLE OF CONTENTS

• How is the Org chart established?
• What is the org chart visibility?
  • Admin view
  • Employee view
  • Assistant role
• Search for specific employees
• Export Org chart view
• Navigate Org chart

Important: The Org-chart only shows you active users and their managers (regardless of their status) and those users who are not active, but have a future Start Date, and their managers. If you're missing some colleagues in your Org chart, this might be the reason. 

How is the Org chart established?

The org chart is built based on the 'Reports to' field in the personal profile of each employee. As default, the levels of your organization in the org chart will depend on the relation between supervisors and subordinates.

What is the org chart visibility?

The org chart will help you and your employees to visualize the different levels of your organization. Based on your assigned profile, the org chart will also show the status of certain employees inside the app - e.g. if they are active, inactive, with a termination date, or have a start date.

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

Depending on your assigned profile, you can see different information in the org chart:

• Admin view:

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

• Employee view:

					Not Shown
Active Employee with subordinates	Start date in the future	Termination date in the future	Termination date in the past (but still active)	Active Employee without subordinates	Termination 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, go to the Employee's profile > Work section > Assistant role, and click the checkbox.

The Assistant role will look like this:

Search for specific employees

Once everything is set up, you are able to search for employees by name and job position to quickly locate and find specific employees within your org chart. 

Click on SHOW ORG CHART VIEWS, and the search bar appears under the view options. You can now search for any employee or job position as you wish. 

After typing in the name or job position, Org Chart automatically navigates to the employee and highlights them. Should more than one employee have the same position, the highlight functionality works on all of them and you have multiple options to choose from.

Export Org chart view

Under People > Org Chart, 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

Navigate Org chart

You can navigate through an Org chart using the toolbar in the bottom right corner. The following options 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, refer to the article Custom Org chart.