To view the organizational chart:
The organizational chart is generated based on your company's management structure.
- On your sidebar, click on Employees
- Select Org Chart
You can filter the information you want to display of your employees based on:
- Workplace
- Legal entity
- Hire date
- Legal gender
💡 Any new incorporations or leaves will automatically modify your chart.
To create a vacant position
- On your sidebar, click on Employees
- Select Org Chart
- Click on (+) button
- A list of the job openings already created will be displayed
- Select one of your choices
- Add the role and level
- Click on Submit
To export the organizational chart
- On your sidebar, click on Employees
- Select Org Chart
- Press (...)
- Click Export Org. Chart (xls)
You will be redirected to another page (xls. format) where you can visualize the organizational chart.
To create a new job through the organizational chart
- On your sidebar, click on Employees
- Click on Org chart
- Choose an employee
- Go to Reports
- Click on Create a new role
6. Fill in all the information and press on Submit
To assign a role through the organizational chart
After creating the new role, a new page will open where you can assign the role and level for the employee. Simply add the desired role and level, and they will be immediately reflected.