The full org chart (HR view)

What this guide covers

The Organigram under People > Human Resources opens the Organisation chart: the whole company structure, from the root department down to the smallest team, with the people in each one. It is the same chart as the manager My Team view and the employee My Department view, but starting from the top.

It shows the same departments as the Departments tab of HR Settings. A change made on either page is a change to the same records, and each page tells you when the other one changed something.

Who can open it: viewing needs HR read permission. Edit appears only with HR write permission. Delete needs HR delete permission.

What you see

Each department is a card:

Type and code at the top (Division, Department or Team), with the headcount on the right.
Name of the department.
Manager, with their rank (Director, Manager, Supervisor). A department without its own manager shows Reports to … with the manager it inherits from above.
Acting today in orange when a stand-in is set for today.
The people in it, manager first. A big department lists the first 10 and then +n more; open the department to see everyone.

A department that has been switched off (Active unticked) is greyed out.

Finding your way around

Pan: drag the empty background. Zoom: scroll the mouse wheel, pinch on a trackpad or phone, or use − and + at the bottom left. Fit shows the whole chart.
Fold and unfold: the round button under a card hides or shows everything below it (+n says how many are hidden). Expand all opens every branch; Collapse folds back to the top two levels. On a big company the chart opens folded below two levels.
Find: type a department, a code or a person's name in the search box. Pick a result and the chart opens the branches, centres on the department and opens it (a person is highlighted in the list).
Chart / List: List shows the same tree as an indented list. A phone always opens in List. Your choice is remembered on that computer.
Names: hides or shows the people on the cards, for a tidier overview of a big structure.
Unparented: departments that are not under the root department sit in a separate panel. Check here before assuming a department was deleted.
PNG / PDF: download the whole chart, every branch open, for printing or sending.
HR Settings: jumps to the Departments tab, which shows the same departments as a table.

Click a department to open its side panel: type, code, a link to the department page, the description, the leadership, and everyone in it, each linking to their employee record.

Changing the structure (Edit)

Switch on Edit (HR write only). A hint at the top of the chart reminds you what you can drag.

Changing the structure: switch on Edit, drag a department or a person (or use Move to… on a phone), confirm; it is checked first and refused with a reason if not allowed; then saved to the same department records HR Settings uses; the chart redraws and other open pages show a Reload banner within 30 seconds.

Move a department: drag its card onto the department it should sit under, and confirm. Everything inside it moves too. Or open it and use Move to… and pick the new parent; choose no parent to take it out of the structure (it goes to Unparented).
Move a person: open their department, then drag them from the side panel onto another department's card, and confirm. Or use the Move button next to their name.
Manager and stand-in: in the side panel, pick the Manager, and a Stand-in for today who acts as manager until midnight. Choosing none clears it.
Details: change the name, code, type and description, or untick Active to switch the department off without deleting it, then Save details.
Add: Add department on the toolbar creates one under Unparented; Add sub-department in the side panel creates one under the open department.
Delete (HR delete only): only works on a department with no sub-departments and nobody in it. Otherwise it is refused and the message says what is still there. To retire a department that is still in use, untick Active instead.
Set root… chooses the department drawn at the top of the chart.

Every change is checked before it is saved, and refused with the reason if it would put a department inside its own sub-department, reuse a code another department already has, or delete a department that is still in use.

Changes ripple everywhere. The structure decides who approves whose leave and overtime, and what managers see on Manage hours, Manage schedules and the Leave report. The confirm dialog says so before you move anything.

When someone else changes it

The organigram and HR Settings check every 30 seconds whether the structure has changed. If someone changed it on the other page, or in another browser, a banner says who changed what and when, with a Reload button. Your own changes show straight away.

Good to know

The cards, the side panel, HR Settings and the department page all show the same data; there is nothing to sync.
A person always sits in exactly one department. The chart shows them where their employee record says.
Moving a person changes their department only. It never changes their job title or job history.
My Team (Managers) and My Department (dashboard) use the same chart, read-only, scoped to your own branch.

Organigram: your team's structure at a glance - the manager-scoped My Team version.
Departments: build the structure and put people in them - the Departments tab and how a person gets a department.
HR Settings - organisation setup - the other structure tabs.