Organisational Chart

Using 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.

Types defined

Person to person view 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. You will also have filter and search options available in the OrgChart.
Job to job views display the reporting hierarchy of the organisation by the position name followed by Department, Division, Location, and Standard Hours.

From point defined

The 'From' drop down defines the point in the hierarchy tree where you wish to start displaying information from.
It is important to realise that when you select a from point you are looking down the tree and can see members of an organisation below the from point.

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. You will see the 'Orgchart' menu item in the drop down menu.
3. Click on the 'Orgchart' menu item and you will be navigated to the Orgchart screen.

4. You should notice 2x drop down menus. 'Type' and 'From' at the top of the page.
5. By selecting 'Type' you will be selecting the type of Orgchart view as defined above. In our example lets select 'Job-To-Job'
6. By selecting 'From' we will be selecting the point in the tree to start from. In our example lets select 'Human Resource Manager'

7. To save the Orgchart output simply right click your mouse over one of the 'nodes' in the tree and click Save.
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