How to set up your company's Organogram
Setting up your Organogram
In your People Directory, everyone has access to your company's organisational chart based on the permissions and teams you've set up in the Manage section as the Admin. Let's look at how to do this step-by-step:
Important note: This can only be done by Admins on Desktop.
Step 1: Manage Section
Go to your Manage section under My Company.
Step 2: Permissions
Toggle the Permissions column on and then assign Admin & Line Manager permissions to the relevant co-workers. Here's a step-by-step article on how to do this.
Step 3: Assign Line Managers to co-workers
Now you need to assign a Line Manager over each person to create your structure (who leads whom).
Note that Admins and Line Managers can also have Line Managers assigned over them.
Step 4: View Organogram
Go to your People Directory and click on the Organogram tab. Now you can scroll through your company structure and make sure everyone has been allocated to the correct Line Managers and teams!
Step 5: Filter Organogram
Select filters for your Organogram at the top of the page. This will allow you to see your desired structure with your employees and co-workers!
Step 6: Download PDF
Now that you've set up your organogram, you can Download PDF by clicking on the button in the top right-hand corner:
You'll see a notification after selecting the download (please read and take note):
Now right-click anywhere on the page, and choose Print.
You will be able to print your Organogram here directly from your browser, or pick Save as PDF to download a file.
Play around with the other settings until you're happy with how the PDF will look. Finally, click Save and you're done!
Note: Download to PDF is only available on our Hi5 Business package 🤑 See how to upgrade >
Updated on: 10/10/2022