The Org Chart displays the hierarchical structure of the organisation from a top down view.
Contents
Introduction
The structure is created by the hierarchy as defined within the Jobs table and the occupants of those roles from the selection of a defined Job in their Job and Pay record.
The fields that are displayed in the Org Chart are configurable as required.
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Notes: For more details on navigating and viewing the Org Chart see linked guide. |
Configuring what is visible in the Org chart
- Go to Company > Configuration> Org Chart Configuration
- The screen will display the fields grouped into three tabbed areas which controls what is displayed in the different org chart views
- For each view, simply change/remove/add the fields in view
Card tab
Details tab
Grid tab
| Note: It is possible to add Further Information fields into the org chart. This could be used, for example, to display if an employee is a first aider. For more information on Further Information Fields see the related help guide. |
System configuration
- There are a number of options with System configuration > System Configuration > filter on Org Chart Group
- Click into a row to edit as needed and click Update to save any changes
Multi entity configuration
- Multi entity restrictions can also be applied to the Org chart in system configuration - see the Multi entity configuration guide for more details
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