Accessing my companies organisation chart | HR Web Platform

An organisational chart allows you to view the unique relationships between the various reporting lines, teams or individuals within your organisation. Providing employees with an overview of your organisational structure, the number of levels, and where each employee fits in the business.

The organisation chart feature allows an employee to search and identify reporting lines within their organisation. This feature also allows an employee to view the contact details of their coworkers and the ability to print a hard copy of the data displayed if needed.

Important

A new user will appear in your organisational chart on their start date, not when they activate their Employment Hero account. You will need to have enabled the open beta feature, Organisation Chart, before you can use the new features outlined in this article. You can enable this beta feature via the Beta Flask drop-down and selecting Opt-in, though remember this is still an in development feature and subject to change. To read more on how to enable this in progress beta feature, refer to the following article.

Availability

HR Plan:   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

Daily activities

View reporting lines
  1. Click the   People menu.
  2. Enter the name of the employee into the search field.
  3. Click the   button to view their reporting lines.
    Org_Chart_1.jpg
View reporting line contact details
  1. Click the   People menu.
  2. Enter the name of the employee into the search field.
  3. Click the   button to view their reporting lines.
  4. Click the   button.
    Org_Chart_2.jpg

    Helpful Hint

    You will now see the employees' contact details on your screen.

    Org_Chart_3.jpg
View an employee's personnel file
  1. Click the   People menu.
  2. Enter the name of the employee into the search field.
  3. Click the   button to view their reporting lines.
  4. Click the   button.
    Org_Chart_2.jpg
  5. Click the View Personnel File button.
    Org_Chart_5.jpg
Print reporting line
  1. Click the   People menu.
  2. Enter the name of the employee into the search field.
  3. Click the   button to view their reporting lines.
    Org_Chart_1.jpg
  4. Click the   button Org_Chart_4.jpg

Further information

Duplicate employees in the organisational chart

You will see duplicate employees in your organisational chart when there are duplicate employee records in your HR platform. To read further information on how to find, and remove duplicate employees, refer to the following article.

Changing where an employee sits on the organisational chart

An employee's manager dictates their placement within the organisational chart. Assigning teams to an employee creates useful tags against an employee in the organisation chart but does not dictate where they will appear. To read further details on how to assign, or change an employees manager, refer to the following article.

Author recommended

So you have now viewed your company organisation chart and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

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