Understanding Organization Structure

Organization Structure illustrates the chain of command within the organization, showing who reports to whom and the levels of authority and responsibility.

Adding an Organization Structure

Navigate to the Left Menu > Settings > Organization Profile > Org. Struct.

Click the + Icon button on the top right corner of the page.

Select from the Designation dropdown menu

First name will already exist in the menu like Founder or Owner or Director. The organization will be reporting to them.

Enter the Designation and their Parent designation(Reporting designation)

Branch name: Select the branch name for which the structure(hierarchy) needs to be created  

Note: Designation list needs to be added in the Masters > HR > Designation 

Single designation cannot report to two designations

View Organization Structure

Navigate to the Left Menu > Settings > Organization Profile > Org. Struct.

You will land in Organization Structure page

Click the Structure Map icon button on the top right corner of the page.

This will open the pop-up of Hierarchy chart

Note: If any of the designation or Parent Designation is mapped wrongly, the chart will not be displayed

Editing Organization Structure

Navigate to the Left Menu > Settings > Organization Profile > Org. Struct.

You will land in Organization Structure page

Locate the designation in the Structure list and click on the Edit option from the Action dropdown menu. Alternatively, you can Right Click on the designation line which needs to be Edited.

Make the necessary changes to the designation details.

Save or Save & Exit the updated information.

Deleting Organization Structure

Navigate to the Left Menu > Settings > Organization Profile > Org. Struct.

You will land in Organization Structure page

Locate the designation in the Structure list and click on the Delete option from the Action dropdown menu. Alternatively, you can Right Click on the designation line which needs to be Deleted.

Confirm the deletion in the pop-up window.

Note: If a specific designation and parent designation is deleted, that structure will discontinue from the ERP.