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How do I build the org chart?

How do I build the org chart?

  • From the left-hand menu, go to People > Org chart.

From the left-hand menu, go to People > Org chart.

  • On the screen that opens, open the three-dot menu at the top right of a department card and choose Edit managers. The people at the top of the chart are chosen with the pencil icon on the Top Management card.

Organization Chart: the Add Member button

  • In the window that opens, choose the department's managers. To place a department under another one, use Change upper department in the same menu; the department's employees come from their position records automatically. This builds the department-based org chart.

Here you build the org chart by picking a person from the employee list and choosing who they report to.

  • Save completes the process.

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