Organization charts are designed to display overall structure of an organization and the relationships between people holding different jobs or positions. To be able to create an organization chart in Employee Directory Pro, you must have the following at minimum:
You can create employee profiles in 3 ways. Please follow the links below for detailed instructions on how you can enter employee profile data:
Employee to manager relationships are created using "Reports to" connection box in employee profile editor. "Reports to" connection does not allow more than one manager connection. However, assigning every employee to a manager does not ensure that the organization chart will be created successfully. The overall employee relationship data must validate too.
To be able to create an organization chart in Employee Directory Pro, you must have the data representing the reporting hierarchies between employees entered correctly. Your reporting data must conform to the following rules:
Remember organization charts represent the hierarchies in an organization. If there is no hierarchy exists or the hierarchical links are broken, the organization charts can not be drawn. If your organization chart is not getting displayed or does not represent your organization, it means employee relationships are not entered correctly. It is time to validate.
The validation of reporting hierarchies ensures that you entered the employee relationship data correctly. We recommend the following methods:
Using "Direct Reports" column
Using Employee Relationship export to CSV
If you're creating reporting hierarchies of a large organization, it is always a good idea to go department by department to avoid data entry errors.
To display an organization chart:
[employee_orgchart]shortcode in the editor.
For detailed instructions and examples of creating more advanced organization charts, visit the Employee Directory Pro demo site.