Employees and organization chart

Purpose

Review active people and the department hierarchy without confusing a user account with the Onboarding process.

Before you start#

• Review access before use

Step by step#

1. 1

   Open Employees and review the List view. Accounts come from user creation and membership in the organization.

2. 2

   To add someone, use Create User or Settings → Create User; for the document process, use Onboarding.

3. 3

   On desktop/tablet, select Organization Chart; on mobile, the page prioritizes List.

4. 4

   Add existing departments to the structure and arrange their positions using the organization chart menu.

5. 5

   In the person's menu, use Mark as Leader or Unmark as Leader when authorized.

6. 6

   To transfer, use Move to another department; check the assignment after saving.

7. 7

   Open View Profile to review details. Send Message opens the internal conversation.

8. 8

   Review the final organization chart and adjust managers directly in it if needed.