Using your Org Chart

  • Updated

With OnPay's automated Org Chart, you can view and adjust the hierarchy of your employees. Go to HR> Organization> Org Chart.

 

What's an Org Chart?

The Organization Chart shows the structure of your company, and how its employees are connected through branching trees of supervisors and reports.

 

A supervisor is any employee with direct reports. Supervisors will appear at the top of a tree, with their reports branched out beneath them.

 

Viewing, search, and export options

At the top of the org chart, you have viewing options, a search field, and options to export.


Expand all reports

Resize to fit all

Zoom in

Zoom out

 

 

In the bottom right, you can change the way reports branch, cluster, and align.

 

How it works

Your Org Chart is built automatically based on the "Supervisor" field in each employee profile under Employment Options. In the example below, Thomas is Matthew's supervisor.

 

Because Thomas is the supervisor of both Matthew and Jalen, both appear connected to Thomas in the chart. A chip at the top of their profile photo shows how many reports each employee has. Click the (+) at the bottom of each to see their reports.

 

Without any supervisors, your chart can look pretty flat.

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Employees can be assigned a supervisor in their profile, or right here in the Org Chart.

 

Assigning a supervisor

In the below example, Francis and Frankie are sales reps who should be reporting to the Director of Sales, Lawrence.

 

You can drag and drop an employee into their supervisor's tile...

 

 ...or you can click the employee's tile and select their supervisor from the menu.

 

After assigning a supervisor, click Assign to confirm this change.

Changes made here are reflected in the employee profile.