Creating Functions
Creating functions allows you to define roles, assign employees, and visualize reporting lines across your company.
To add a function:
4. Click Save to create the function. It will now appear on the chart or in the list in the Manage section.
- Go to We → Org Structure, then select either the Chart or Manage section.
- Click Add Function to open the sidebar
- In the opened Add Function sidebar, fill in the following sections:
General Details
- Title: Enter the official name of the function (e.g., Team Lead, Head of Sales).
- Branch: Select the physical office or geographical location where this role is based.
- Organizational Body: Choose the type of structural entity this function belongs to (e.g., Department, Division, Unit, or Team).
Accountability
This setting defines how many people can hold this specific function at the same time.- Single: Select Single if only one employee can hold this position (e.g., a CEO or a Head of Department).
- When you select Single, the system allows you to link this function to a specific Job Role from your library.
- Clicking + Add New allows you to select a Position and a Level (e.g., Manager + Senior).
- Group: Select Group if multiple employees can hold this function simultaneously (e.g., Sales Representatives or Software Developers).
- On the Chart, a Group function will show a list of multiple employees instead of just one.
- In this case, you only need to select the Parent Function to define who this group reports to.
4. Click Save to create the function. It will now appear on the chart or in the list in the Manage section.
Note: The Chart and Manage sections are two different views of the same data. Any changes made to functions in the Manage list (such as renaming a role, changing a parent, assigning a member) will be automatically reflected in the Chart view, and vice versa.