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Organisational charts and workflows

Dernière mise à jour : Friday, April 26, 2019

Creating an organisational chart will make your life easier in many ways:

  • You will be able to give specific employees the authority to validate leaves and absences of their team members.
  • Employees will be able to see who is absent from their team.
  • Employees can learn about the organisation's structure from their personal space, and this could be helpful when onboarding new employees.

The organisational chart 

The organisational chart enables you to create a visual representation of your organisation's hierarchical structure. It is accessible from the Team > Organisational Chart section.

orgchart1.png

How to create an organisational chart

To configure the settings of your organisational chart, simply click on "Rights management" on the top right. By default, the following rules are applied, but you can change these if you want:

  • Managers have the right to validate leaves.
  • On their employee space, employees can see who is absent from their team.

orgchart2.png

 

To get things started with your organisational chart, all you have to do is to start adding teams. You can do so by clicking the (+) button under your company's box. 

 

orgchart3.png

 

Once you have your first team, you can choose to add additional teams that are either: 

1,) on a lower level as an existing team.orgchart5.png

2,) on the same level as an existing teamorgchart4.png

A sample organisational chart with the teams set in place would look something like this:

orgchart6.png

 

You may assign managers for your baby teams from its parent team. To do so, you simply have to click on a team > navigate to the third node (rights) > select an employee from a parent team. By default, managers will have the right to validate leaves on the administrator's behalf.

 

orgchart7.png

Can I give someone outside a parent team the rights to validate an employee / How do I give someone validation rights to someone on the same team (not a parent team?)

If you want to grant a specific employee exclusive validation rights regardless of whether or not their teams are linked, you may choose to do so by adding custom permissions. You may find these settings at the bottom part of the organisational chart page. Simply click the Add a custom permission button

💡This lets you do the following 2 things:

  1. You can give someone in Team A validation rights over someone who is also in Team A.
  2. You can give validation rights to one employee over an employee in a different branch of teams.

orgchart8.png

For example, if we want Leila from the Finance team to be able to validate the leaves of the Marketing team's Jack, we just select Leila as the Beneficiary (can validate leaves) and Jack as the Target (leaves can be validated by beneficiaries.) 

orgchart9.png

orgchart99.png

How do I quickly assign new employees to teams in two clicks?

If you have employees who do not have teams, you simply have to click the "employees without team" button on the top right side of your organisational chart. From there, you can easily assign them to the right teams.

chart1.png

chart2.png

How do I create departments?

Creating departments lets you easily visualise which teams are more closely associated to each other thus giving you a better overview of the organisation of your teams. To create a department, you simply have to click the + button by the departments section. Although departments are optional, you can assign a team to a department by simply clicking on a team and setting the right option from the dropdown arrow.

chart3.png

How do I delete a team from my organisational chart?

If you accidentally created a team you don't wish to have anymore, there is no need to panic. You just simply have to click the three dots on the upper right hand corner of a team's box and select "Erase."

chart4.png