Organisational Chart
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| − | {{page.name: Core Human Resources: Using | + | {{page.name: Core Human Resources: Using Orgchart - Subscribe-HR Wiki}} |
{{page.head: Organisational Chart}} | {{page.head: Organisational Chart}} | ||
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| − | ==Using Orgchart== | + | ==Using the Orgchart== |
===About Orgchart=== | ===About Orgchart=== | ||
| − | The ' | + | The 'Orgchart' is a workforce management tool designed to quickly and efficiently show the structure of an organisation, in regards to who reports to who. 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 the Employees Job reports to. This is set-up on the Job Record in the Jobs Folder. The Orgchart will lead all information for either the Job Chart or the Employee Chart depending on what is selected. The Chart will then start filtering based on your filter selection options. |
| − | quickly and efficiently show the structure of an organisation, in | + | |
| − | regards to who reports to who. 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 the Employees Job reports to. This is set-up on the Job Record in the Jobs Folder. | + | |
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===Types defined=== | ===Types defined=== | ||
| − | Person to | + | 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. |
| − | hierarchy of the organisation based on top down manager reporting. Each | + | |
| + | You can Assign a new manager to an Employee from the Orgchart to do this Click on the Assign Manager 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. | ||
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| + | You will also have filter and search options available in the Orgchart. | ||
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| − | Job | + | Select "Job Chart" at the top from the DropDown to view Job to Job reporting hierarchy of the organisation 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". |
| − | the position name followed by | + | |
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===How to use Orgchart=== | ===How to use Orgchart=== | ||
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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. | 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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| + | 2. Click on the 'Orgchart' option on the left under "Tools". | ||
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| − | + | 3. Select either "Employee Chart" or "Job Chart". | |
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| − | + | 4. Once selection is made, the Whole Orgchart wil load. You can Click the "PDF" button to print the Orgchart. | |
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| − | + | 5. If you want to filter the Orgchart, you can either search by Name or Title, or use the pre configured search options available by clicking the "Search Filters" icon on the top left of the screen. <br> | |
| + | 6. If you want to use the Assign Manager option in the "Employee Chart". Click on Assign Manager and then choose the manager you wish to Assign. | ||
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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. | ||
Internet Explorer uses 'Save Picture As..' | Internet Explorer uses 'Save Picture As..' | ||
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[[File:subscribehr_logo.gif]] | [[File:subscribehr_logo.gif]] | ||
Revision as of 03:34, 28 October 2019
Using the Orgchart
About Orgchart
The 'Orgchart' is a workforce management tool designed to quickly and efficiently show the structure of an organisation, in regards to who reports to who. 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 the Employees Job reports to. This is set-up on the Job Record in the Jobs Folder. The Orgchart will lead all information for either the Job Chart or the Employee Chart depending on what is selected. The Chart will then start filtering based on your filter selection options.
Types defined
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.
You can Assign a new manager to an Employee from the Orgchart to do this Click on the Assign Manager 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.
You will also have filter and search options available in the Orgchart.
Select "Job Chart" at the top from the DropDown to view Job to Job reporting hierarchy of the organisation 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".
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. Select either "Employee Chart" or "Job Chart".
4. Once selection is made, the Whole Orgchart wil load. You can Click the "PDF" button to print the Orgchart.
5. If you want to filter the Orgchart, you can either search by Name or Title, or use the pre configured search options available by clicking the "Search Filters" icon on the top left of the screen.
6. If you want to use the Assign Manager option in the "Employee Chart". Click on Assign Manager and then choose the manager you wish to Assign.
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.
Internet Explorer uses 'Save Picture As..'
