Functionality: It helps to create a visual representation of an organization’s hierarchy and better understand the structure, roles, and responsibilities of employees and departments.
Accessibility: Admin Role only
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Process: Process to add root position
Path: Home>>HR Desk>>Organization Chart>>Position Attribute
Steps:
- Click on Add New Position and Fill all the required details.
- Select an available designation and use the arrow to move the designation to the right side.
Key Information:
Root Position: The first position added is now termed the "root position." Typically, this is where the top management or leadership role would be positioned in the hierarchy.
Hierarchy Building: For a structured and meaningful representation, we recommend adding the top management positions first. Once the root position is established, you can proceed to add their respective reportees, creating a clear hierarchy.
Efficiency and Clarity: This sequence ensures efficiency and clarity in portraying the reporting structure within your organization.
Note: A single position has to be created through the position attribute screen. Once the position is created, the mid-position cannot be deleted. First, you would need to delete the lowest-ranking employees who are reporting to that position.