Organizational charts help you establish visual representations of your organizational structure. It is a hierarchical diagram that illustrates the relationships and ranks of your employees within your organization.
Organizational charts are available in the Professional and Ultimate plans.
Creating an Organizational Chart
Hover over your avatar in the upper right and select My company. From there, select the the Org chart tab.
Here you can see the names of the people in your company, as well as their job title and how many subordinates that person has.
You can also access the profiles of your colleagues if you click on their names in the chart.
Tip: Before you can see an Org chart in this tab you need to assign managers to each of your employees.
Assigning a Manager to Employees
Head over to the profile of the person you need to set the manager and fill in the information in the Manager field found in their Info tab.
Organization Charts in a Person's Profile
Besides viewing the entire organization chart on the company level (through My Company > Org chart tab), you can see a person's role in the organization structure if you go to their profile and navigate to the Org chart tab.
Here you will find the individual line of hierarchy for that particular person.
Note: Visibility of the Org Chart for Staff Users
Staff and Staff with time access users currently do not see the org chart of the entire organization because they cannot access the My Company page.
Our team is currently working on enabling this 🚀