How do I access my company's organisation chart via the HR platform?

Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Employee    , Manager    , Admin    

An organisational chart allows you to view the unique relationships between the various reporting lines, teams, or individuals within your organisation. The Organisation Chart feature in the HR platform allows an employee to search and identify reporting lines within their organisation. They can also view the contact details of their co-workers and can 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. 

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Daily activities

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.
    screenshot of the organisation chart screen, highlighting the search bar and report buttons
  4. Click the   button screenshot of the organisation chart screen, highlighting the print icon
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.
    screenshot of the organisation chart screen, highlighting the search bar and report buttons
View an employee's personnel file
  1. Click the   People menu.
  2. Click the Organisation Chart submenu.
  3. Enter the name of the employee into the search field.
  4. Click the   button.
    screenshot of the organisation chart screen, highlighting the search bar and folder icon for an employee
  5. Click the View Personnel File button.
    screenshot of the personnel side panel, highlighting the view personnel file button
View SmartMatch candidate recommendation
  1. Click the   People menu.
  2. Click the Organisation Chart submenu.
  3. Click the   button for the employee role you want to check.
    screenshot of the organisation chart screen, highlighting the folder icon for an employee
  4. If there is talent to display, SmartMatch candidates will appear below the employee file.
    screenshot of the recommended talent panel, highlighting a smartmatch candidate

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.

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