Working with the Org Chart

To utilise the Org Chart's features, you must set up your employee records first, starting with completing the My Details tabs and fields included in this table:

Tab Field
Personal

  • Known as

  • Surname

  • Employee Number

  • Work Phone Number

  • Work EXT Number

  • Work mobile
Contract

Job Type

My Line Manager
Document Upload an employee photo
Assignments (only if using Position Management)
Add Assignment

 

The positions must be linked to their position manager.

  • The fields in the Personal, Contract, Document, and Assignments tabs are dynamic. So if you update the fields in these tabs, the Org Chart also updates to reflect these changes.

  • The link between My Line Manager and the Position Manager creates the hierarchy.

  • To view and use the Org Chart, refer to View the Org Chart