HR organisation chart

Overview

An organisational chart allows you to view the unique relationships between the various reporting lines, teams or individuals within your organisation. This will therefore provide employees with an understanding of how your organisational structure or hierarchy flows, the number of levels or teams, and an understanding of where each employee fits into the organisation.

The organisation chart feature allows an employee to search and identify reporting lines within their organisation. This feature also allows an employee to the view the contact details of their coworkers and the ability to print a hard copy of the data displayed if needed.

Important

A new employee 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 to 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:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Maintain

Viewing reporting lines
  1. Click the Organisation Chart menu.
  2. Enter the name of the employee into the search field.
  3. Click the Expand button to view their reporting lines.
    Org_Chart_1.jpg
Viewing reporting line contact details
  1. Click the Organisation Chart menu.
  2. Enter the name of the employee into the search field.
  3. Click the Expand button to view their reporting lines.
  4. Click the Contact Details button.
    Org_Chart_2.jpg

    Helpful Hint

    You will now see the employees' contact details on your screen.

    Org_Chart_3.jpg
Viewing an employees personnel file
  1. Click the Organisation Chart menu.
  2. Enter the name of the employee into the search field.
  3. Click the Expand button to view their reporting lines.
  4. Click the Contact Details button.
    Org_Chart_2.jpg
  5. Click the View Personnel File button.
    Org_Chart_5.jpg
Printing a reporting line
  1. Click the Organisation Chart menu.
  2. Enter the name of the employee into the search field.
  3. Click the Expand button to view their reporting lines.
    Org_Chart_1.jpg
  4. Click the Print button Org_Chart_4.jpg

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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