Go to "organization" as administrator
Here you will find the layout of the structure that forms the basis for the organizational chart. It contains both the departments and the employees. On the left side, the departments are sorted into a folder structure.
To edit, use the buttons located at the top of the column:
- Add department: Click "Add"
- Rename department: Select a department and click
- Move department: Click & hold - drag - drop
- Delete department: Select a department and click
The employees in the selected department are available in the list to the right.
How to see subdepartments
To get an overview of subdepartments, click on the arrow next to a department:
Note! To delete a department all employees have to be moved to another department or deleted. We recommend moving employees to another/new department. Do not delete an employee unless he/she is no longer an employee. This is because when you delete an employee you delete all data, and it cannot be restored.
When you are finished creating the structure you can go to "overview" in the main menu to the left to see the organizational chart. Use the last rows "administrators", "leaders" and "all" to get an overview of where the employees are located, and who has the rights to which department.
Read: How to create, edit and move employees
Read: How to assign an employee leader and/or administrator role