Organizational charts help you visualize your company's structure. They show the hierarchy of roles and how employees are connected through management lines.
Organizational charts are available in the Professional and Ultimate plans.
📌 Note: If you don't see the Org chart under Resourcing > Employees, you can still access it from My Company. The chart is being moved to the Resourcing section.
Viewing the Organizational Chart
To access the org chart:
Go to Resourcing in the main navigation.
Select Employees.
Open the Org chart tab.
Here, you’ll see:
Each person’s name and job title
The number of subordinates they manage
Direct links to profiles by clicking on a person's name
📌 Important: You’ll need to assign managers to employees for the org chart to display correctly.
Navigation tips
Use pinch gestures to zoom in and out
Move across the chart by dragging with two fingers on the mousepad
Use the orientation toggle button to switch between vertical and horizontal layouts
Quick Guide: Assigning a Manager
To set a manager for an employee:
Open the person's profile.
In the Info tab, fill in the Manager field.
This builds the reporting structure shown in the chart.
Visibility and Display Rules
Deactivated employees who are not managers to any active employees will not be shown in the chart
Deactivated employees who have active employees reporting to them will still be shown, to preserve the structure
Viewing a Person’s Position in the Org Chart
You can also see someone's role in the hierarchy from their profile:
Open their profile in Resourcing > Employees.
Go to the Org chart tab.
This shows their individual reporting line within the organization.
Org Chart Visibility for Staff Users
Staff and Staff with time access users currently don’t have access to the company org chart, as they can’t access the Employees or My Company sections.