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 co-workers 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
- Click the People menu.
- Enter the name of the employee into the search field.
- Click the button to view their reporting lines.
- Click the button
- Click the People menu.
- Enter the name of the employee into the search field.
- Click the button to view their reporting lines.
- Click the People menu.
- Click the Organisation Chart submenu.
- Enter the name of the employee into the search field.
- Click the button.
- Click the View Personnel File button.
- Click the People menu.
- Click the Organisation Chart submenu.
- Click the button of the employee role you want to check.
- If there is talent to display, SmartMatch candidates will appear below the employee file.
Further information
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.
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:
- Viewing my organisations company values | HR Web Platform This feature allows you to view the details about each of your organisation's chosen company values.
- Viewing my Goals (OKRs) from my dashboard | HR Web Platform This feature provides you with easy access on your dashboard to view your assigned goals (OKRs).
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