Org Chart

🧭 What is the "Org Chart" Tab?

The "Org Chart" is the third tab in the Organizational Structure & Company Directory feature. It is divided into two main views:

1. Employee View

2. Department View

Each view offers a different perspective depending on your administrative or functional needs.

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👥 First: Employee View

What does it show?
The chart starts from the CEO and flows downward through managers and their team members.
Each employee is displayed in an interactive card that includes:

• Full name

• Job title

• Profile photo

• Work location, department, email, and joining date

To view a reporting structure, you must first select an employee. The chart will then display the employees who report directly to them.

🛠️ Interactive Features:

• Click to View Details: Clicking on an employee reveals their full info.

• Show Direct Reports Only: Clicking on an employee dims the rest of the chart to focus on their direct reports.

• Smart Tags: If the employee reports to more than one manager, a "+1" icon appears, with tooltip details on hover.

• Visual Alerts: Employees with no assigned manager are highlighted, with a quick action to assign one.

• Quick Actions (for users with edit permissions):
  Hover over an employee’s card to see options like:

  • Assign Manager

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🏢 Second: Department View

What does it show?
A hierarchical chart starting from top-level departments down to sub-departments.
Each department appears in a card that includes:

• Department name

• Department manager

• Number of employees

🛠️ Interactive Features:

• Focus View: Clicking on a department dims all others for better focus.

• Quick Actions (for system admins):
  Hover over a department card to access options such as:

  • Add Department (select existing or create new)

  • Edit Department Info (name, manager, type, parent department)

  • Move Employees to another department

  • Add Employees to the department

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📤 Share & Export the Org Chart

• Export as PDF:

  • Choose full or customized view

  • Select the desired department

  • Click Export

• Share as Link:

  • Click the Share icon

  • Copy the link and send it to relevant stakeholders