An Organizational Chart defines the hierarchy of divisions and jobs in the organization. It determines how the roles, power, and responsibilities are assigned, controlled, and coordinated.
Modeling an org сhart is one of the first steps in setting up ELMA365.
Purpose of the org chart
In ELMA365 the org chart reflects the real structure of your company. According to the org chart, roles are assigned to participants of the business processes. It is also used to assign access permissions to various workspaces of the system.
To start modeling, go to Administration > Org Chart.
Only users included in the Administrators group can create or edit the org chart.
To add a new item, hover the mouse over an existing item and click on one of the icons that appear.
Organizational chart items are used to describe the hierarchy in the company. In ELMA365 there are three types of items: job position, group, and department.
Job position. You can select only one employee for a job position. For example, CEO, chief accountant, secretary, etc.;
Group. Defines a group of users with common job responsibilities.
Department. Consists of an unlimited number of employees and one department head. Inside the department, you can create groups of employees and individual job positions.
To add job positions and groups to a department, click on its name or on the Expand button.
If you want to rename, move or delete an item of the org chart, hover the mouse over the item and select the action you want to perform.
To move an item, select the job position that stands higher in the organizational hierarchy.
You can also reorder the items belonging to one level of hierarchy by clicking or . This will not change the hierarchy but the order in which the items are displayed in the org chart.
Save the org chart
To apply changes and make the org chart available, you need to save it. To do this, click the Save button on the top panel of the page. After that users will be able to view it in Company > Company Structure.
Assign users to job positions
After having created and saved the org chart, you can assign users to job positions. To do this, go to Administration > Users. Select a user and click on the Edit button. In the Job Position field, select a position from the org chart.
- You can assign the same user to several job positions.
- Only one user can be assigned to a job position.
Edit the org chart
If you want to edit the organizational chart, go to the Organizational Chart page, make changes and click the Save button. The changes will be immediately applied.
Export the org chart
You can download the org chart as a .png or .pdf file. To do that, click Export to PNG or Export to PDF in the toolbar.
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