BMS HR | Organizational Chart

Introduction

An organizational chart page is a hierarchical chart of all employees in your company, based on supervisor and subordinate relationships.

Objectives

An organizational chart aims to achieve the following:

  • Helps clarify the working relationships between executives and managers.
  • Establishes the hierarchical structure for decision-making and authority.
  • Serves as an information portal, by clicking an employee's name in the chart to open up that employee's record.
  • Helps visualize changes to the company's structure.
  • Helps executive officers establish clear management procedures within a company.
  • Helps guide employees about who to contact in other parts of the organization.

Generating an Organizational Chart

You can generate an organizational chart in two ways:

  • By Manager
  • By Department

org_chart_latest.PNG

  • Go to HR > Organizational Chart.
  • To generate an organizational chart by Manager, select the appropriate manager from the dropdown and click Generate.
  • To generate an organizational chart by Department, select the appropriate manager from the dropdown and click Generate.
  • You can click the node of the particular employee to expand or collapse the hierarchy from that point onwards.
    org_chart_node.PNG
  • You can click the employee name and go to the respective employee's profile page to know more details.

    Note: If In case you do not have access to the HR module, you will not be able to click the employee name and open the employee profile. 

  • By default, the organizational chart shows the hierarchy extending downwards from the logged in user's position.

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