Departments, teams and the organization chart

Set up the groups people work in and the managers they report to.

Needs: Pro · HR

Departments and teams group employees, designations describe their jobs, and the manager field records who they report to. These relationships are used by the organization chart, approvals and parts of the HR permission system.

Create departments and teams

Give each department a clear name, lead and description, and add any useful resource links. The reviewed model supports one team level within a department.

When moving a team, check its members before confirming. The supported move also places those employees in the new department. If a department or team cannot be deleted because it is in use, reassign the employees and dependent records first.

Maintain designations and benefit classes

Use designations for your organization's job titles. A designation can supply a benefit class, while an employee-level override can take precedence. Check leave allowances before assuming that every person with the same title has the same entitlement.

Read the organization chart

The chart is built from the employee manager fields. If someone appears under the wrong manager or at the top of the chart, correct their reporting relationship on the employee record.

You can use the available flat, tilted or list presentation, along with pan, zoom and keyboard controls for larger teams. Person popups show professional details suitable for the chart; they do not provide unrestricted access to pay or private notes.

Keep reporting lines current after hires, transfers and departures. Department and team resource links can also appear in employee self-service, but the destination's own permissions still determine whether the employee can open the linked resource.