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Organisation Chart views: reporting line, department, unit, position

The Organisation Chart can show the same people four ways. The view you pick is remembered for you.

HRMS, Workforce, Organisation Chart (/hrms/org-chart) opens with a toolbar: the four views on the left, then Find, Import hierarchy, Show approvers, Zoom, Fit, Expand all, Collapse all and Pop out.

  • Reporting line: each manager with the people who report to them underneath.
  • By department: each department (taken from the person's position) with its head named and marked Head. The head is whoever in the department reports to somebody outside it, or to nobody.
  • By organisation unit: the organisation units as a tree, the unit's manager named as its head, and the people in each unit.
  • By position: the position hierarchy (each position under its parent position), whoever holds each seat, and a Vacant card for every seat the headcount budget leaves empty.
  • People are always in name order, then personnel number. A change keeps every branch open or closed as it was, the zoom and the scroll, and the person moved is brought into view and outlined.
  1. Open HRMS, Workforce, Organisation Chart.
  2. Choose Reporting line, By department, By organisation unit or By position in the toolbar.
  3. Use Find to jump to a person (for example <Asha Rao> or <EMP-000012>); the branches above them open.