How to Build the Organizational Chart and Departments

Overview

The organizational chart is a visual map of your departments and who reports to whom. Building it makes responsibilities clear and drives grouping in other screens and reports.

Steps

1. Open HR > Organizational Chart (/admin/hr_profile/organizational_chart).
2. Create departments and nest them to build the hierarchy (e.g. Company > Operations > Warehouse).
3. Assign employees and positions to their departments.
4. The chart updates automatically as you add or move people.

Tips

• Set up departments before adding employees so you can place each person straight away.