Organization Tree

The Organization Tree enables an interactive and intuitive representation of the hierarchical structure within the organization.

It helps understand managerial relationships and presents a clear and structured overview of the reporting structure within the workforce.

Using the Organization Tree

In the example below, we can see an employee box for each of the organization's employees.

Within each box, relevant details such as the employee's job title, contact information, and name are presented.

We can zoom in and out of the Organization Tree using the + - buttons (marked with an arrow below).

the zoom buttons are marked with an arrow

By hovering over an employee box, we see three icons available for that employee (circled below).

These icons are the pencil icon (edit employee information), the inspect icon (go to the employee page), and the delete employee button.

Furthermore, indicated with an arrow below, is the full-screen button.

This feature enhances visibility and provides greater comfort while editing or viewing the Organization Tree.

the employee options are circled, the Full-Screen button is marked with an arrow

Hierarchy Dots

After zooming in, we notice that every box has 2 small dots connected to it - those are the Hierarchy Dots (marked with arrows below).

the hierarchy Dots are marked with arrows

Within each employee box, the dot positioned above the box establishes a connection to an employee positioned higher in the organization's hierarchy, whereas the lower dot forms a connection to an employee in a subordinate position.

Click and drag the dot above 'Maria' to connect it with the lower dot of another employee, indicating her position beneath that individual in the organization's hierarchy.

The dragged dot is marked with an arrow below.

the upper Hierarchy Dot is dragged from 'Maria'

Hierarchy Positions

Now we'll explore a few hierarchy positions to understand the Hierarchy Dots system.

In the first example below, connecting James' lower dot to the upper dot of other employees signifies that James is the superior of both John and Maria.

Meanwhile, John and Maria do not have a hierarchical relationship with each other.

an example of multiple employees under one manager

Here, connecting the lower dot of both James and Maria to the upper dot of John signifies that John is the subordinate of both John and Maria.

Meanwhile, James and Maria do not have a hierarchical relationship with each other.

These relationships are colored in red, and the Save option is not available, because a situation where one employee is subjected to two superiors on the Org Tree is not possible.

an example of one employee under several managers

Now we see Maria serving as the superior to James, and James holding a superior position to John.

Consequently, Maria is superior to both James and John, establishing a hierarchical flow within the organizational structure.

an example of a flow of superiors and subordinates

After clicking on the Save button (marked with an arrow below), the Organization Tree connections are saved and shown in an organized manner.

after making changes is the Hierarchy connections, the Save changes button is marked with an arrow

An organized Tree after saving changes done to it.

after saving Tree changes, the Tree is organized automatically

To remove a hierarchy connection, click on the small X button located in the middle of every connection.

the Remove Connection buttons are marked with arrows

To find a specific employee on the Organization Tree, we can go to its employee page (see - Employees), and click on the Org Tree button (marked with an arrow bellow).

Clicking it will automatically get us to that employee's location on the Organization Tree.

the Org Tree button on an employee page is marked with an arrow

To return to the HR Management Guide hub, click here.

To return to the main guide hub, click here.