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.
Department structure
To edit, use the buttons located at the top of the column:
- New department: Click "Add department" on top of the department list.
- Rename department: Select department and click "edit"
- Move department: Click "edit structure" and drag & drop
- Delete department: Select department, click "edit" and click "delete" in the lower left corner.
- See sub departments: Click the arrow next to the 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.
Employee list
- Select a department. Employees in the selected department are shown in the table to the right.
- To view the employees in both the selected department and its sub-departments, check the box labeled "include sub departments" and then choose the main department.
- Filter users by "leaders", "administrators" and "all users"
- Who is the assigned leader for the department?
- Alternative 1: To identify who has leadership access to a specific department, apply the "leaders" filter and choose the desired department from the list.
- Alternative 2: Go to "overview" to see the organizational chart and click on a department to view its assigned leader.
Read: How to create, edit and move employees
Read: How to assign an employee leader and/or administrator role