Setting Up Organization Chart

Refer to the below step-by-step on how to set up your organization chart according to your company preference and see the whole company's organization chart in the Employee Chart under the Employee module.

Step 1

On the left menu, select the Setting (a) tab and click on General (b), Scroll down and choose Employee Chart (c).

Step 2

Click Add New to add a new Organization Template to set up the settings as how you wanted the organization chart to be displayed.

Step 3

A) View Name

Key in the View Name as a title of your organization chart view

B) Display Type

Choose one of the display types as per the below drop-down list that you wanted to be displayed in the employee chart.

i.   All Employees - To show all of the employees of the company

ii.   Relevant Company - To show the selected company 

iii.  Relevant Department - To show the selected department 

iv.  Relevant Branch - To show the selected relevant branch

v.   Relevant Division - To show the selected division

vi.  Reporting Person Peer & One Level Below - To show Reporting Person Peer & One Level Below subordinates

vii. Reporting Person Peer & All Level Below - To show Reporting Person Peer & All Level Below subordinates 

C) Allow Export

Yes - The organization chart can be exported in a PDF File

No - The organization chart cannot be exported out

D) Allow Point Of View

Yes - Allow seeing the point of view of the viewers

No - Do not allow the viewer to see the point of view of the viewers

E) Card Info Display

The employee details that can be chosen to be displayed in the employee chart

F) Additional Icon Display

Can choose the additional employee information such as email address and mobile number to be displayed in the employee chart

Step 3

Next, scroll down until you see Hide from Employee Chart. This is a part where we can choose the list of employee that does not want to be displayed in the employee chart. 

To edit the list Click the pencil icon and choose either All available users, Team, Manual Selections, or Import selections based on your organization's Chart requirements. 

 To save the selections, click on the Save Icon and Click Next

Step 4

Then, click on the Click View Allocation and choose the employee either by All available users, Team, Manual Selections, or Import selections and Click Next.

Step 5

Next, Click Allocated List and re-confirm the selection summary of the employee that wanted to be displayed in the employee chart and Click Save.