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Creating and Managing your Organisation Chart

There are two ways to set up and manage your Organisational Chart.

 

Method 1: Manual - You can manually select the employee's reporting manager.

To manually set up your organisational chart, use the following steps:

  1. Open the employee file

    2017-05-26_12_32_02-Employee__Nick_Carter.png


  2. Go to the 'Org chart' sub-tab and click on the 'Move' button 

    2017-05-26_12_35_46-Employee__Nick_Carter.png


  3. Select 'Change who this Employee reports to'

    2017-05-26_12_36_53-Employee__Nick_Carter.png


  4. You then get the following options: 
    (i) Search for the employee's manager and select them 
    (ii) Click 'Select Nobody'(report to no one) - if the employee does not report to anyone 
    (iii) Move to the top of the org chart - this establishes the root of the organisation

    2017-05-26_12_38_44-Employee__Nick_Carter__1_.png


  5. Once you have made your select, click 'Proceed' to complete the set up

    Note: In the example below, employee's manager has been selected.

    2017-05-26_12_43_21-Employee__Nick_Carter.png

 

Repeat this process for all employees.

 

 

Method 2: Via an import file - Using an excel spreadsheet with specified columns, you can set up who the employee reports to. 

This is for our enterprise customers who have this functionality module.  It requires some initial configuration by HRA Cloud.  Please contact us to find out more information relating to this.

Note: This relates to the Organisation Chart Report article.

 

 

Note: For this functionality to work your account needs to have the organisational chart functionality enabled. Please contact our HR Assured Client Experience Team for further details.

 

 

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