Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR payroll plans: Premium, Platinum
Available for the following user access levels: Employee, Manager, Admin
An organization chart helps your business understand reporting lines, manage team structures, and support workforce planning.
With Employment Hero's Organization Chart feature, you can view and print team hierarchies, view detailed personnel files, and access SmartMatch recommendations for certain roles. This helps ensure employees, managers, and admins alike have clear visibility on individuals in the business and where they are placed in the organizational structure.
Manage data
- Click the People menu, then select Organization Chart from the submenu.
- Now you are on the Organization Chart page, click the Select Employee... search bar.
- In the drop-down menu, select the name of the staff member whose organization chart you want to view and print.
- The selected individual will now appear in a box on the Organization Chart. Click the drop-down button at the bottom of their box. (This is how you view employees in their reporting line, if applicable.)
- If you want to view more reporting lines, continue by clicking other drop-down buttons that should be visible on other entries in the chart.
- When you are satisfied with the reporting lines shown in the Organization Chart, click the print ( ) button.
- Click the People menu.
- Click the Organization Chart submenu.
- Click the Select Employee... search field, then select the individual from the drop-down.
- On the Organization Chart, click the button at the top of the individual's box.
- View the pop-up window that will now appear.
- Click the 'View personnel file' button.
- View the personnel file that will now appear in your browser.
- Click the People menu.
- Click the Organization Chart submenu.
- Click the button for the employee role you want to check.
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On the employee file pop-up window, refer to the Recommended Talent section and scroll down. If there is talent to display, one or more individuals recommended by SmartMatch will appear here.
Helpful Hint
You can also get in touch with the individual(s) or learn more about them by clicking the Contact or View profile buttons.
Further information
You will see duplicate employees in your Organization Chart when there are duplicate employee records in your HR platform. To read further information on how to find and remove duplicate employees, refer to this article.
An employee's manager dictates their placement in the Organization Chart. Assigning teams to an employee creates useful tags against the employee in the Organization Chart, but does not dictate where they will appear. To read further details on how to assign or change an employee's manager, refer to this article.
A new user will appear in your Organization Chart on their start date, rather than when they activate their Employment Hero account.
Troubleshooting
Explore related content
- View my organization's company values. This feature allows you to view the details about each of your organization's chosen company values.
- View my assigned goals (OKRs). This feature provides you with easy access on your dashboard to view your assigned goals (OKRs).