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Org Chart

The org chart gives you a visual map of your entire organization — reporting relationships, department groupings, headcount, and budget — all derived from the manager fields on employee records.

Viewing the Org Chart​

Navigate to Org Chart in the left navigation. The chart renders as a hierarchical tree with departments at the top level and employees nested beneath their managers.

What you see on each node:

  • Employee name and avatar
  • Job title
  • Department
  • Number of direct reports (if any)

Click any employee node to open their full profile.

Department View​

Toggle to Department View to see the org chart grouped by department rather than individual reporting lines. Each department card shows:

  • Department name
  • Department head (if assigned)
  • Total employee count
  • Budget and cost center (visible to admin/HR Manager only)
  • Sub-departments (if nested)

Departments​

Creating a Department​

  1. Click Manage Departments
  2. Click Add Department
  3. Enter:
    • Name — e.g., "Engineering", "Service Delivery", "Finance"
    • Description — optional context
    • Parent Department — for sub-departments (e.g., "Backend" under "Engineering")
    • Department Head — select an existing employee
    • Budget — annual budget in your currency (visible to admin and HR Manager only)
    • Cost Center — accounting code for this department
  4. Click Save

The new department appears immediately in the org chart and in the department filter across the app.

Editing a Department​

  1. In Manage Departments, click the department name
  2. Edit any fields
  3. Click Save

Changes propagate immediately to the org chart and all employee records in that department.

Reorganizing the Hierarchy​

To move an employee to a new manager or department:

  1. Open the employee record
  2. Edit the Department and Manager fields
  3. Save

The org chart updates immediately.

💡If you are doing a large reorganization, use Bulk Actions in the employee directory to move groups of employees to a new department at once.

Deleting a Department​

Departments are soft-deleted — they are marked inactive and hidden from filters, but historical records are preserved.

  1. In Manage Departments, click the department
  2. Click Delete
  3. Confirm
⚠️Before deleting a department, reassign all employees in that department to another department. Employees in a deleted department will appear without a department assignment.

Headcount Planning​

The org chart shows live headcount per department. Use this alongside:

  • Reports > Headcount — historical trends, turnover by department, employment type breakdown
  • Jobs — open roles being recruited against each department
  • Compensation > Summary — salary spend per department (admin only)

Exporting the Org Chart​

Click Export from the org chart view to download:

  • PNG — image of the current chart view
  • CSV — flat file of all employees with department and manager columns
ℹ️Export is available to admin, HR Manager, and HR Staff roles.