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View your organization at a glance thanks to the organization chart 😀!
This new feature allows you to have a simple, clear, and global view of your different departments and structures as well as the various hierarchical links existing within your company.
You don't have the HR Portal module and you are interested? 🤔
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📖 In this article:
- An overall view of your organization
- Navigate your organization chart
- Business card
- Export the organization chart
An overall view of your organization
Access the organization chart
Access: HR Portal module > Annuaire salarié
From the HR Portal directory, you can switch from the “Annuaire” view to the “Organigramme” view very easily by clicking the button. Your global organization chart is then displayed 👍!
Visibility of the organization chart
You can enable or disable this feature for your employees by checking or unchecking the “Organigramme visible pour tous les salariés” button.
Displaying employees
- Hierarchical links are built from the Manager N+1 information specified on the “Emploi” tab of the employee record:
- If a person does not have a manager, they will be at the first level of the tree,
- If a person has several managers, they will appear multiple times in the organization chart.
- Start dates and contract start dates are taken into account. Your employee will only appear in the organization chart once their contract start date has passed.
Navigate your organization chart
Control buttons
- Zoom: you can zoom in or out using your mouse wheel or using the control buttons “+” and “-”.
- Move: hold down the left button and move the mouse.
- Return to global view by clicking
.
- By clicking the button
, you access the different available organization chart templates.
Hide hierarchical branches
You can expand or collapse certain hierarchical branches to display only the information you are interested in by clicking “+” or “-”.
Search for an employee
A search area allows you to find an employee quickly. The view automatically focuses on the searched employee.
Business card
Essential information for each employee is displayed in card form:
- Last name / First name
- Job title
- Department / Structure
- Number of direct and indirect subordinates
- Option to call or send an email
- Link to employee record (depending on user permissions)
Export the organization chart
You can export your organization chart in PNG, PDF, and SVG format by clicking the following button:
Keywords: organization chart · company · organization · manager · subordinates · hierarchy · functional relationship · position · diagram · structure · department · employee · employee · employee · assistant · deputy · company
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