Organization Tree#
How do I Assign a Top Level Manager?#
All the divisions/ teams in an organization will be reporting to a Top Level Manager. But this manager will not have any reporting hierarchy.
The Top level manager will be added from Employee Information > Add Employee feature. This new addition will appear under org tree after which all the teams / employees will be assigned.
This addition can also be imported using the excel importer tool.
Steps :
- Add the new Manager using Employee Information > Add Employee Feature. See here to add new employee.
- The new Manager is now seen under Org Tree as Employees without Manager.
- Select and drag and drop this employee on top of the hierarchy.
- Select all groups / employees and drag and drop them under the new Manager.
- You will now notice all the employees / groups are listed under the Top Manager. Click Save to save the changes.
Use Excel importer to upload data.#
The option to import org tree details works similar to any other importer type. Prepare the data in the prescribed format before importing and use Excel Importer tool > Organization Tree Details to upload the file. Since this is the Top Level Manager details, the Reporting Manager details and the Reporting From fields are left blank.
Sample Data
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