Orgchart
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===About 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 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. | + | 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. NOTE: Only one Person and be marked as Top Person in Orgchart and only one Job can be Top Job in Orgchart. There is a validation message that will appear if multiple you try and assign multiple People or Jobs. |
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Revision as of 23:05, 27 January 2020
Contents
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 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. NOTE: Only one Person and be marked as Top Person in Orgchart and only one Job can be Top Job in Orgchart. There is a validation message that will appear if multiple you try and assign multiple People or Jobs.
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.
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. You also need to ensure that Top Person and Top Job in Orgchart options are selected in the relevant Employee Masterfile and Job Record. 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.
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 and Date Left.
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.
2. Date Left. If this date is entered, the person will remain in the Orgchart 1 week following this date. At which time, the Person will be removed when the date is greater than 1 week.
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.
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.
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.
