Orgchart

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===About Orgchart===
 
===About Orgchart===
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The 'Orgchart' is a collaborative workforce management tool designed to quickly and efficiently show the structure of your organisation. The Orgchart allows 'Person to Person' views and 'Job to Job' views. Person to person: Defined by the manager that is recorded against the Employee in the Employee Masterfile form in Subscribe-HR. Job to Job: Defined by which Job Reports to Which Job. This is set-up on the Job Record in the Jobs Folder. The Orgchart will load all information for either the Job Chart or the Employee Chart depending on what is selected at the top in the search area. When you Click on Orgchart from the Left Hand Navigation under "Tools", the first view that loads for the Employee and Job is: Top Person in the Business and Top Job in the Business. There are two fields against the Employee Masterfile and Job: These fields are: (Check Box) Top Person in the Orgchart and To Job in the Orgchart. WHen these are selected, the respective option will appear at the top of the Orgchart. When the Orgchart loads, you will see these selections are the top and you will also see the next report of people. To expand the following rows, you can use the expand and mininize options.
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The 'Orgchart' is a collaborative workforce management tool designed to quickly and efficiently show the structure of your organisation. The Orgchart allows 'Person to Person' views and 'Job to Job' views. Person to Person: Defined by the manager that is recorded against the Employee in the Employee Masterfile form in Subscribe-HR. Job to Job: Defined by which Job Reports to which Job. This is set-up on the Job Record in the Jobs Folder. The Orgchart will load Top Job / Top Person and the second row of Peopl/Jobs in the structure. When you Click on Orgchart from the Left Hand Navigation under <b>"Tools"</b>, the first view that loads for the Employee and Job is: Top Person in the Business and Top Job in the Business. These two options <b>MUST</b> be set-up in <b>Settings</b> which are available from the Top Right Navigation under your Name. Under details, select HR. Scroll down and you will find Orgchart Settings. Choose the <b>Top Person</b> for the Person to Person Orgchart. Select <b> Top Job </b> for the Job to Job Orgchart.  To expand the following rows, you can use the expand and mininize options. NOTE: Only one Person can be marked as Top Person in Orgchart and only one Job can be Top Job in Orgchart. Please note. If you are using Team Dashboards. The Settings for the OrgChart, in Team Dashboards are available through the Activation Hub - Core-HR option, OrgChart Settings. Or you can go into the Employee Masterfile Record for the person you want to make Top Person in OrgChart and tick the relevant Check Box. This is also relevant to Top Job in OrgChart. For Team Dashboards, updating Top Job, you can do this either through the Core-HR Item in the Core-HR option in the Activation Hub or by going into the "Job Record" and selecting Top Job in OrgChart.
  
 
===Key Navigation===
 
===Key Navigation===
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7. To move right an left to see more parts of the Orgchart, if its extends past your normal screen view, use your mouse and drap the chart from right to left and left to right. Use the Scroll Bar to move up and down.
 
7. To move right an left to see more parts of the Orgchart, if its extends past your normal screen view, use your mouse and drap the chart from right to left and left to right. Use the Scroll Bar to move up and down.
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8. Text will show in the Orgchart boxes when the user see's their record or their Job. The GREEN Text is: "#THIS IS YOU" based on your "Person to Person" Orgchart view or "#THIS IS YOUR JOB", for the "Job to Job" Orgchart.
  
 
<b>Important Note:</b>
 
<b>Important Note:</b>
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Please note that for the Orgchart functionality to work properly, you need to make sure your Person to Person and Job to Job reporting lines are in place in the system. If the person does not have any reporting lines, no results will follow underneath, which is fine is they are an employee and not a manager. If a line manager does not return reports underneath them, it means that Employees have not been linked to this manager. Link Employees to their Manager by going into their main Employee Masterfile Record, and using the "Manager Reference" field to link the Employee to their Manager. You can also do this through the Workforce Manager. If you want to use the "Assign" Manager function, you need to ensure that all "Managers" have have been marked as "Managers" on their Employee Masterfile. The field a Drop-Down field and needs to be: Manager: Yes. You can also use the Workforce Manager to Assign, Manager status to people.
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Please note that for the Orgchart functionality to work properly, you need to make sure your Person to Person and Job to Job reporting lines are in place in the system and that the Top Persona and Top Job are chosen in Settings. If the person does not have any reporting lines, no results will follow underneath, which is fine is they are an Employee and not a Manager. If a line manager does not return reports underneath them, it means that Employees have not been linked to this manager. Link Employees to their Manager by going into their main Employee Masterfile Record, and using the "Manager Reference" field to link the Employee to their Manager. You can also do this through the Workforce Manager. You can use the Workforce Manager to easily assign First Manager or New Manager to Employee/s. The Orgchart does not adhere to security groups and will display the complete charts for all users.
  
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===Types defined===
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===Parameters for Leavers and Jobs Not In use===
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Select "Employee Chart" at the top from the DropDown, to show Person to Person view which displays the reporting hierarchy of the organisation based on top down manager reporting. Each Orgchart box contains key information for that person. If a box is RED, it means that the person is leaving. This means that a leave date has been assigned to them in the leaver TAB on the Employee Masterfile record.
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On the Leaver Tab against the Employee Masterfile Record there are three fields which will impact in the Orgchart. Last Day at work, Date Left and Leaver.  
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You can Assign / Change manager to an Employee from the Orgchart. To do this Click on the "Assign" blue text. Please note, if the person already has a manager and you use this option, a new manager will be created for the person (Change Manager). Only people that have been ticked as Manage: Yes in their Employee Masterfile will appear in the search when Assigning / Changing a manager through this Assign option because this is how Subscribe-HR recognises a person as a Manager.
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1. Leaver. If this is ticked and "last day at work" is entered, the person will show up in "RED" in the Orgchart. They will appear if the date is less than or equal too 4 weeks. Once this date is passed they will be removed from the Orgchart.
 
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Select "Job Chart" at the top from the DropDown to  view Job to Job reporting hierarchy of the organisation. This is done by the position name followed by other key information. In the "Job Chart" view, you will be able to create a Vacancy directly from the Job Box. The number of people who hold that Job, will be shown if you click on the "Job Holder" blue text. If there are 0 Job Holders, the Job Box will be "RED".
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2. Date Left. If this date is entered, the person will remain in the Orgchart for 1 week following this date. At which time, the Person will be removed when the date is greater than 1 week. If this date is not entered, the "Last Day at Work" date will be used - Greater than 1 Week from this date.
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3. If "Job not in use" is ticket in the main Job Masterfile form, this Job will not appear in the Job Chart.
 
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NOTE: The Orgchart will respect permissions. So if you are a manager, you will only see people that you have permissions to see. For Job to Job. If you don't have access to Jobs, you will not be able to see Job to Job Reporting.
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===Job Holders in Job Chart===
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The Job Holders number which can be seen against the Job Chart, displays the number of people that have that Job. Leavers will be excluded from this number. If a Job has "No Job Holders", the Job will have a "RED" Boarder.
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===How to use Orgchart===
 
===How to use Orgchart===
 
<b>Steps</b>
 
<b>Steps</b>
 
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1. After logging into the Subscribe-HR Cloud HCM Platform, navigate to the Tools section which is located on the left hand side of the main navigation.
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1. After logging into the Subscribe-HR Cloud HCM Platform, navigate to the <b>"Tools"</b> section which is located on the left hand side of the main navigation.
 
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2. Click on the 'Orgchart' option on the left under "Tools".
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2. Click on the 'Orgchart' option on the left under <b>"Tools"</b>.
 
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3. Select either "Employee Chart" or "Job Chart".
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3. This will load the Top Person and the next row of people in the Org structure. Please see below for Orgchart settings - Top Person in Orgchart and Top Job in Orgchart.
 
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4. Once selection is made, the Whole Orgchart will load based on your user login. You will appear if you are an Employee. If you are a Manager, you will appear at the top with your team following underneath.  
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4. You can expand the next rows by using the expand option.
 
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5. Search by typing the Employees name (First Name and then Surname) or Job Title into the 'Search Box'.
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5. Job Chart works in the same way.
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7. If you want to use the Assign / Change Manager option in the 'Employee Chart'. Click on 'Assign' blue text and then choose the Manager you wish to Assign / Change. Only Manager will appear in this search option when you type First Name / Surname.
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If you wish to Create a Vacancy or view Job Holders, use the "Job Chart" option and then either Click on the "Create Vacancy" text or Click on the "Job Holder" Text.
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6. Use "Search" and "Refresh" and "Show Whole Chart" options to display information accordingly.
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7. To Print anything in the Orgchart, use Print Screen CNTRL P.
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8. Red Coloured Boxes means, Person is about to Leave. Or Job has no Job Holders.
  
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To set-up Orgchart Top person and Top Job Settings, [[HR#Orgchart_Settings|Click Here]].
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Latest revision as of 00:17, 29 July 2022

Using the Orgchart

About Orgchart

The 'Orgchart' is a collaborative workforce management tool designed to quickly and efficiently show the structure of your organisation. The Orgchart allows 'Person to Person' views and 'Job to Job' views. Person to Person: Defined by the manager that is recorded against the Employee in the Employee Masterfile form in Subscribe-HR. Job to Job: Defined by which Job Reports to which Job. This is set-up on the Job Record in the Jobs Folder. The Orgchart will load Top Job / Top Person and the second row of Peopl/Jobs in the structure. When you Click on Orgchart from the Left Hand Navigation under "Tools", the first view that loads for the Employee and Job is: Top Person in the Business and Top Job in the Business. These two options MUST be set-up in Settings which are available from the Top Right Navigation under your Name. Under details, select HR. Scroll down and you will find Orgchart Settings. Choose the Top Person for the Person to Person Orgchart. Select Top Job for the Job to Job Orgchart. To expand the following rows, you can use the expand and mininize options. NOTE: Only one Person can be marked as Top Person in Orgchart and only one Job can be Top Job in Orgchart. Please note. If you are using Team Dashboards. The Settings for the OrgChart, in Team Dashboards are available through the Activation Hub - Core-HR option, OrgChart Settings. Or you can go into the Employee Masterfile Record for the person you want to make Top Person in OrgChart and tick the relevant Check Box. This is also relevant to Top Job in OrgChart. For Team Dashboards, updating Top Job, you can do this either through the Core-HR Item in the Core-HR option in the Activation Hub or by going into the "Job Record" and selecting Top Job in OrgChart.

Key Navigation

1. Employee Chart. Person to Person Reporting.
2. Job Chart. Job to Job Reporting.
3. Search. Type Employee First Name and Surname into search if Employee Chart is being used. Type the Job Title in Search if the Job Chart is being used.
4. Refresh. Will Refresh to Chart and Return it back to Top Person or Top Job View showing top item and next row.
5. Show Complete Chart. Will show the whole chart fully expanded. You can then use the Minimize and Maximize options to expand and contract the chart.
6. Minimize and Maximize. You can use these option to show new row or person or not show.
7. To move right an left to see more parts of the Orgchart, if its extends past your normal screen view, use your mouse and drap the chart from right to left and left to right. Use the Scroll Bar to move up and down.
8. Text will show in the Orgchart boxes when the user see's their record or their Job. The GREEN Text is: "#THIS IS YOU" based on your "Person to Person" Orgchart view or "#THIS IS YOUR JOB", for the "Job to Job" Orgchart.

Important Note: Please note that for the Orgchart functionality to work properly, you need to make sure your Person to Person and Job to Job reporting lines are in place in the system and that the Top Persona and Top Job are chosen in Settings. If the person does not have any reporting lines, no results will follow underneath, which is fine is they are an Employee and not a Manager. If a line manager does not return reports underneath them, it means that Employees have not been linked to this manager. Link Employees to their Manager by going into their main Employee Masterfile Record, and using the "Manager Reference" field to link the Employee to their Manager. You can also do this through the Workforce Manager. You can use the Workforce Manager to easily assign First Manager or New Manager to Employee/s. The Orgchart does not adhere to security groups and will display the complete charts for all users.

Parameters for Leavers and Jobs Not In use

On the Leaver Tab against the Employee Masterfile Record there are three fields which will impact in the Orgchart. Last Day at work, Date Left and Leaver.

1. Leaver. If this is ticked and "last day at work" is entered, the person will show up in "RED" in the Orgchart. They will appear if the date is less than or equal too 4 weeks. Once this date is passed they will be removed from the Orgchart.
2. Date Left. If this date is entered, the person will remain in the Orgchart for 1 week following this date. At which time, the Person will be removed when the date is greater than 1 week. If this date is not entered, the "Last Day at Work" date will be used - Greater than 1 Week from this date.
3. If "Job not in use" is ticket in the main Job Masterfile form, this Job will not appear in the Job Chart.

Job Holders in Job Chart

The Job Holders number which can be seen against the Job Chart, displays the number of people that have that Job. Leavers will be excluded from this number. If a Job has "No Job Holders", the Job will have a "RED" Boarder.

How to use Orgchart

Steps
1. After logging into the Subscribe-HR Cloud HCM Platform, navigate to the "Tools" section which is located on the left hand side of the main navigation.
2. Click on the 'Orgchart' option on the left under "Tools".
3. This will load the Top Person and the next row of people in the Org structure. Please see below for Orgchart settings - Top Person in Orgchart and Top Job in Orgchart.
4. You can expand the next rows by using the expand option.
5. Job Chart works in the same way.
6. Use "Search" and "Refresh" and "Show Whole Chart" options to display information accordingly.
7. To Print anything in the Orgchart, use Print Screen CNTRL P. 8. Red Coloured Boxes means, Person is about to Leave. Or Job has no Job Holders.

To set-up Orgchart Top person and Top Job Settings, Click Here.


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