How do I create my organization chart?

This article explains how to get your organization chart correct

In My Company, you automatically generate an organization chart when you have entered your departments and employees in the system. The organization chart can be found among your company information under the menu option Company/org.chart.

 

You cannot edit the organization chart directly, since its being created automatically from the information you enter into the system. When your company grows and you add new departments or employees, the organizational chart will automatically change and you will not have to do anything about it.

To get the organizational chart to correctly represent your company, you must enter departments and employees. Start by adding departments under the menu item "Departments".

 

Click on "New" and fill in the information about the department. If you have added employees before this, you can directly choose who is the manager of the department. If not, do this when you add the employee. In step 2, you check that everything is correct and when you are done, you click on "complete". Now the department will appear in the list and will also be visible on your organization chart. If you set the department to Inactive, it will not be visible on the organization chart.

 

When you have your departments ready, you can add the employees in the correct department. When you create a new employee, you choose which department the employee belongs to in step 5. If the employee has already been added, you can go to the employee, click on "Edit" and change the department under Position. The employee will then appear under the department they belong to in the organizational chart.

It is only possible to register employees on one department i the system. No user can belong to two departments at the same time.

 

Check that the organization chart is correct and if something needs to be changed, it is done by editing the employee or department as described above.

You can print the organization chart directly by clicking the "Print" button. The printout will be created as the organization chart appears on your page, so if you want it larger or smaller on the printout, you can change this by zooming in or out with the + and - buttons.