Organisation chart
Use the organisation chart to see who reports to whom, find someone's manager, and fix reporting lines by dragging people onto their new manager. It draws the company as a tree from each employee's Manager field, so it is also the quickest way to spot people with no manager, or two people set as each other's manager.
Where:
- My Team › Tools & Reports, under Reports, select Organisation Chart
- My Team › Employees, select Org Chart
- Dashboard › Employee Directory, select Org Chart
You need:
- Nothing extra to open it. What you see depends on your access (see below)
- The Team org right, with write access, to change someone's manager by dragging
How to find someone on the chart
- Open the chart. It shows active employees, starting from the people at the top of each reporting line.
- Type a name in the search box. Matching people are highlighted and their branches open.
- Select the count under a person to open or close the people who report to them. The number is how many report to them directly.
- Select Filters to narrow the chart by Subsidiary, Branch, Cost Centre, Department or Status. Status can be All, Active or Inactive. Clear removes the filters.
- Select a person's card to see their profile overview, with how many people report to them and any custom fields your company shows on the chart.
How to give someone a manager
- Select Unassigned at the top. The number on it is how many people have no manager and nobody reporting to them.
- In Unassigned Employees, search by name or select Filters to narrow by Subsidiary, Department or Position.
- Drag the person onto their new manager's card on the chart.
- In the confirmation, check the names and select Assign.
How to move someone to a different manager
- Find the person on the chart.
- Drag their card by its handle onto the new manager's card.
- Select Assign to confirm.
The people who report to them move with them.
What Happens Next
- The person's Manager on their profile changes straight away, and the chart redraws. The change is recorded in the Audit Trail under Team & Org.
- Anything that follows the manager follows the change, such as reminders from Key Dates.
- Approvers are set separately. Dragging someone does not change who approves their leave or attendance. See Bulk Assignments.
Who you see
| Your access | What the chart shows |
|---|---|
| Company-wide team access | Everyone in the company |
| Anything narrower | You, your manager, people who share your manager, and the people who report to you. With access to indirect reports, their reports too |
Things that catch people out
- You can only drop people on a manager. The new manager must be in a user rights role with the Manager & Approver right. Otherwise the chart says "You may only assign employees to those who have Manager rights."
- Loops are hidden. If two people are set as each other's manager, neither appears, and a Loops Detected window lists them when the chart opens. Fix one of the two profiles and reopen the chart.
- Someone with no manager but with reports sits at the top of their own tree rather than under Unassigned.
Tips
- Check Unassigned after every intake. New joiners added without a manager land there, and their manager never sees their requests or reminders.
- Use it before a restructure to see who a change will affect, then make the change here or in bulk.
- Show useful context on each card. In Settings › Company › Custom Fields, tick Display on org chart on fields such as a site or team code.
Troubleshooting / FAQ
Q: Who is my manager? Open the chart and search for your own name. Your manager is the card above yours.
Q: Someone is missing from the chart. Check Status in Filters, and that your access covers them. Then check Unassigned, and whether they are in a loop.
Q: I dragged someone and got an error. You need the Team org right with write access, and the new manager needs the Manager & Approver right.
Q: The chart says "No records found matching your criteria." No one matches the filters. Select Clear in Filters.