Org Chart: Visualizing Hierarchy

Where to Find: We → Orgаnizational Design → Chart

Note: Access and editing capabilities are determined by your organization’s specific permission configurations.

Note: The Chart and Manage sections are two synchronized views of the same organizational data. Any updates made in the Manage list- such as renaming a function, changing its parent, or assigning team members - will instantly reflect on the Chart, and vice versa.

• Search Bar: Quickly find a specific function by entering its name.
• Filter by Org Body: Select a specific body (e.g., Business Development) to focus on it. The chart will update to show only that body and its structure.
• Branch Filter: Filter the chart by a specific company branch or legal entity (e.g., Tech Success Austria) to display its dedicated structure.
• Show Unassigned Functions: Display functions that are not currently linked to a parent function or assigned to an Organizational Body.
• Collapse All: Hide all subordinate functions across the chart, collapsing reporting lines to show only top-level roles for a cleaner overview.
  

Left Panel:

• Org Body Types: Select one or more body types (such as Department, Division, Unit, or Team) to filter which categories appear on the canvas.
• Relation Names: Displays the available relationship types used to show connections between functions on the canvas:
• Solid Grey Lines (Direct Reporting Line): Represent the primary reporting hierarchy. This connection is automatically derived from the employee’s profile (the Direct Manager set in their Reporting Structure) and connects subordinates to their direct manager.
• Secondary & Matrix Lines (Dotted Lines): Show additional, non-hierarchical relationships on the canvas between functions and roles that are not bound by direct reporting lines (such as Coach, HR Partner, Mentor, or Infrastructure Coordinator).

• Function: The title of the function and the employee(s) assigned to perform it.
• Clicking the title opens a sidebar with detailed function settings.
• Accountabilities: The number of responsibilities linked to this function.
• Work Percentage: The percentage of the employee's workload assigned to this function (e.g., 80%).
• Reportees: The total number of employees directly reporting to this function across all immediate child functions.
• Click “X reportees” to view the list of their names in a sidebar.
• Click “+” to add a subfunction under this function and assign employees to it.
• For example, under the HR Manager function, you could add a subfunction like “Recruitment” and assign team members to it.
• Use the arrows to expand or collapse the hierarchy.
• Assign / Unassign: The button's dynamic status depends on whether an employee is currently attached to the function:
• Assign: Appears on a vacant function with No Assigned Employee displayed on its card and allows you to assign an employee to the function.
• Unassign: Appears when an employee is assigned to a function and allows you to remove the employee from the function.
• For group functions, click the number of employees to open the list, then unassign them individually.

• Remove Parent: Click the chain icon (chain with a red cross) on a child function to remove its connection to the parent function. The function itself is not deleted.
• Copy: Click the Copy icon in the top-right corner of the card to duplicate the function along with its assigned properties.
• Delete: Click the Bin icon in the top-right corner of the card to remove the function from the chart permanently.
• Position Mismatch Alert: A red warning icon appears on a function card when the employee's assigned job position in their profile does not match the Recommended Job Role set for that function.
• Drag-and-Drop Canvas Adjustment: You can click and drag cards across the canvas to temporarily adjust their visual position for better readability or presentation. Moving a card does not alter reporting lines or change organizational data.