Organisation Chart
What is the Organisation Chart?
The organisation chart is not the traditional company organisation chart.
It is used to:
- define departments and roles within the company
- link employees to their primary role
- link employees to their secondary roles if necessary eg when an employee is a creative designer in the creative department as well as a designer in the digital department
- link kind codes to the roles
The above groupings of departments and roles is used:
- to filter information in visual planning
- for payroll mapping
- for task planning
How to find the Organisation Chart?
File > Configuration > Address book > Organisation chart
Create or delete a department
Click on the Add new department button located in the Left side toolbar. Fill in the relevant information and Save.
To delete a department, highlight the department and click on the Delete button, then save the change.
How to create a role
A Role is contained within a Department.
Highlight a department and click on Add role.
You now have a new role in a department.
How to add an employee to a role
- Highlight a role - a border appears around the role
- Select an employee
- Drag the employee's name into the role
Nicole Cruise has been added to "New Role"
How to remove an employee from a role
To remove an employee from a role, highlight the employee and drag them out.
Employee's Primary Roles
A solid star indicates this is the main role of the employee.
Employee's Secondary Roles
Secondary roles are created after a primary role is created.
To create a secondary role for an employee start by highlighting the role and drag the employee into the second role
To access the full list of employees, un-tick option "only show employees / freelancers without a role"
Select employee eg Alan Bond from full list and drag into Client Service.
Employee Alan Bond has been added to Client Service; it is his secondary role
How to link kind codes to a role
This is where we link persons to kind codes. Start by
- Highlight role
- Click in the 'kinds' space
Select kind codes and click on the green Select button
When a role is highlighted, the kind codes used for the role is listed in the kinds box.
