HR (HRM)

Org chart, people directory, teams and locations

See who reports to whom, find a colleague, group people into teams and keep each office's details in one place.

Contents: Who can use it · Screens · Org chart · Edit reporting lines · People directory · Teams · Locations · Example · FAQ

Who can use it

These pages are on every HR plan. On the Roles screen, the permissions are View Org Chart, View People Directory, Set Public Directory Fields, the Teams permissions (List, Create, Update, Delete) and the Locations permissions (List, Update). Roles that already used HR for themselves or others received the chart and directory permissions automatically. Teams went to roles that manage departments, and locations to roles that manage branches.

Everybody who can open the chart or directory sees the name, title, photo, department, manager and teams of every active employee, in every branch.

Where: HR → Org chart, HRM → People directory, HRM → Teams and HRM → Locations.

The screens

Screen	Purpose
Org chart	The reporting tree, with search, zoom and export
People directory	Cards of every colleague, with filters
Teams	Groups of people under a department
Locations	Each branch as a place: address, timezone, holiday calendar, legal entity

The org chart

The chart opens with the top two levels expanded. Each card shows name, title, photo and department. A pill shows the total, for example "120 people".

Control	What it does
Search box	Type at least two letters of a name, title or department, then pick a result. The chart opens the path to that person and highlights the card
Zoom out / Zoom in / Reset zoom	Zoom from 30% to 160%. Ctrl (or Cmd) plus the mouse wheel also zooms
Top levels	Back to the top two levels
Expand all / Collapse all	Open or close every branch that has loaded
Number under a card	How many direct reports; click it to show or hide them
Click a card	Opens the Profile panel
Export PNG	Saves a picture of the chart as it is expanded on screen
Export PDF	Saves the whole chart as an indented list: name, title and department per line

The Profile panel shows Reports to (click the name to jump to the manager), Direct reports, teams, and, if you may see them, Employee ID, Work email, Work phone, Location and Joining date. If you only see the public details, the panel says so.

Very large organizations (above 2,500 people) load the top levels first; each branch loads when you open it.

Edit reporting lines by drag and drop

Staff who may create job change requests see Edit reporting lines, on every plan.

Click Edit reporting lines. A hint explains the mode.
Drag a person's card onto their new manager.
Request a job change opens with New reporting line and the new manager already filled in. Choose Effective from, add a note and click Send for approval.
Click Done editing to leave the mode.

The chart does not change until the request is approved and its date arrives. You cannot drop a person on someone who reports to them. See Employment changes for how approval works.

People directory

The directory shows a card per active colleague: photo, name, title, department, and the work email or location when you may see it. Search by name and filter by All departments, All titles and All teams. Clear filters resets them. Click a card to open the same Profile panel as the chart.

What extra details everybody sees is controlled by Public fields (needs Set Public Directory Fields):

Click Public fields.
Tick any of Employee ID, Work email, Work phone, Location and Joining date.
Click Save.

Name, title, photo, department, manager and teams are always visible. People who can see an employee's branch, and the employee themself, see all the detail fields anyway.

Teams

Teams are HR groups under a department (separate from CRM teams). They show on profile cards and filter the directory. Each team card shows its department, member count and lead.

Click New team.
Enter the Team name, and optionally the Department and Code.
Pick the Team lead and the Members, and add a Description.
Click Save.

Click Edit to change a team. Deleting a team removes only the group; the people in it stay.

Locations

Locations lists your branches as places, with sub-locations indented under their parent. Each card shows code, headcount, address, Timezone, Default holiday calendar and Legal entity. Inherited means the value comes from the parent location.

Click Edit on a location.
Set Address, Phone, Email, Timezone, Default holiday calendar and Legal entity.
Leave timezone or holiday calendar empty to inherit from the parent. Click Save.

Attendance and shifts at the location use its timezone. New locations are added as branches, not on this page.

Example scenario

Padma Net Support reorganizes its NOC. HR creates the team "Night NOC" under the NOC department with Sabbir Ahmed as lead. In the People directory, HR makes Work phone public so agents can call each other. Later, the NOC head opens the Org chart, clicks Edit reporting lines and drags Rina Akter onto Sabbir, effective 1 March. After approval, Rina appears under Sabbir from that day. HR then exports a PDF for the board pack.

Tips

Keep Reports to up to date on every profile; the chart is built from it.
Expand the branches you need before Export PNG; the picture shows what is open on screen.
Set the timezone on the parent location only, and let sub-locations inherit it.

Troubleshooting and FAQ

"Reporting loops found". Older data has people who report to each other in a circle. Each loop shows as its own top card. Fix the Reports to on the profiles.

Someone is missing from the chart or directory. Only active employees are shown. Check the person's status.

I do not see "Edit reporting lines". It needs the permission to create job change requests. Ask an administrator.

Sending the reporting-line change fails. Job change requests need an approval flow for job changes. See Employment changes.

Expand all does not open everything. In a large organization, branches not yet loaded open one by one when you click them.

Employment changes · Employees · HRM setup · Holidays · Shifts

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