The org chart shows your company’s structure: who reports to whom, and how many people each manager leads. It’s built from the Manager field on each employee’s profile.
Organizational charts are available on the Professional and Ultimate subscription plans.
Open the Org Chart
Go to Resourcing > Employees and switch from Directory to Org chart in the upper-right corner. On smaller screens, it shows as an icon.
Each card shows the person’s name, job title, and how many people report to them. Click a card to open that person’s own org chart.
📌 The chart only shows reporting lines for people who have a manager set. See how to set one below.
Move Around the Chart
Zoom: pinch on your trackpad, or use Zoom in and Zoom out.
Move: drag with two fingers on your trackpad.
See everything: use Fit to screen, or expand and collapse all branches at once.
Change the layout: use Change orientation to switch between a vertical and a horizontal chart.
Set Someone’s Manager
Open the person’s profile in Resourcing > Employees.
On the Info tab, fill in the Manager field.
The person now appears under their manager in the chart.
👉 Learn more in Assigning a Manager to an Employee.
Who Appears in the Chart
A deactivated employee who doesn’t manage anyone active is hidden.
A deactivated employee who still has active people reporting to them stays in the chart, with their name crossed out, so the structure doesn’t break.
See One Person’s Reporting Line
Open the person’s profile in Resourcing > Employees and go to the Org chart tab. You’ll see where they sit in the structure: their manager above them and their reports below.
Who Can See the Org Chart
Users with the Staff, Staff with time access, or Contractor permission set can’t see the org chart, because they can’t open Employees.