Introduction
An organizational chart page is a hierarchical chart of all employees in your company, based on supervisor and subordinate relationships.
Objectives
An organizational chart aims to achieve the following:
Helps clarify the working relationships between executives and managers.
Establishes the hierarchical structure for decision-making and authority.
Serves as an information portal, by clicking an employee's name in the chart to open up that employee's record.
Helps visualize changes to the company's structure.
Helps executive officers establish clear management procedures within a company.
Helps guide employees about who to contact in other parts of the organization.
Generating an Organizational Chart
You can generate an organizational chart in two ways:
By Manager
By Department
Go to HR > Organizational Chart.
To generate an organizational chart by Manager, select the appropriate manager from the dropdown and click Generate.
To generate an organizational chart by Department, select the appropriate manager from the dropdown and click Generate.
You can click the node of the particular employee to expand or collapse the hierarchy from that point onwards.
You can click the employee name and go to the respective employee's profile page to know more details.
Note: If In case you do not have access to the HR module, you will not be able to click the employee name and open the employee profile.
By default, the organizational chart shows the hierarchy extending downwards from the logged in user's position.