Creating Functions
A function represents a specific role or area of responsibility within your company's organizational structure. Creating functions lets you build your org chart, establish clear reporting lines, and assign employees and their workloads.
For example, you can create a function called Head of Recruitment within the Human Resources department and set its parent function to HR Director to define where it sits in the reporting line.
To create a function:
- Go to We → Org Structure, then select either the Chart or Manage section.
- Click Add Function to open the sidebar
- In the opened panel, fill in the General Details section:
- Title: Enter the official name of the function (e.g., Team Lead, Head of Accounting, Risk Assessment).
- Branch: Select the branch office where this role is based.
- Organizational Body: Choose the type of structural entity this function belongs to (e.g., Department, Division, Unit, or Team).
4. Configure the Accountability settings to define how many employees can be assigned to this 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.
- Click + Add New 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 displays all assigned team members within a single card instead of creating a separate card for each employee.
- In this case, you only need to select the Parent Function to define who this group reports to.
