See who reports to whom (org chart)

How the chart is built

There is nothing to draw. The chart is built from the Manager field on each employee's record. A person with no manager sits at the top.

Steps

1. Open Employees, point at the Employees menu and choose Org Chart.
2. The person at the top has no manager. The number on their card shows how many people sit below them.
3. Each card shows the job title and the department. Click a person to open their record.
4. To change the reporting line, choose a different Manager on the record.
5. Click Save.
6. Open Org Chart again. The person now sits under the new manager.

What happens next

Keep the lists that people are placed in up to date: departments, designations and employment types.