Organizational chart

The organizational chart lets you view the structural hierarchy for your enterprise.

Organizational chart viewer

Select an employee to display their organizational chart. You can then save this organizational chart so it appears in the saved charts. 

To display the complete org chart, simply select the highest ranked employee.

Configuration of organizational structures

The configuration of the organizational structure, most importantly identifying the supervisors for each department, is needed to use the organizational chart.

When you assign a supervisor for a department, they will automatically appear as the supervisor for all employees of this department. 

To see who is the supervisor of a department chief is, go to their profile. 

Steps to Follow

1. Go to Company > Organizational Structure > Organizational Chart.

2. Click the Employees dropdown menu and select the employee who supervises a team.

3. Check the box Show photos.

4. Click Display to show the organizational chart.

Note

If you see an avatar instead of a photo for one or more employees, it means that no photo has been added to their profile.
For more information, refer to the article Manage Profile Picture.

When you load the organizational chart page, and the Folks logo keeps loading, you probably have a supervision loop/discrepancy.

When a supervision loop is present, the requested flowchart will not be displayed.

TIPS:

A self-supervising employee will be no exception to this rule. This will create a supervision loop.

1. To find the supervision loop, validate the list of employees and their supervisors under Employees > Employee List.

2. Once you find out which employee(s) are problematic, change the supervisor(s) in question.

TIPS:

If you want more information on the modification of a supervisor, refer to the article Change the supervisor of an employee.

Steps to Follow

1. Go to Employees > Employee List.

2. Click the Name of the employee to access their profile.

3. Once in their profile, click on the gear icon ⚙️ at the top right corner to access configurations.

4. Under the parameters tab, check or uncheck the option for Hide employee in org chart.

   

5. Click Save.

Steps to Follow

1. Go to Company > Organizational Structure > Organizational Chart.

2. Click the Saved Organizational Charts dropdown menu and select the chart you want to rename.

3. Click Save this organizational chart.

4. A window will appear allowing you to edit the chart name.

5. Click Save.

You can save the search of an organizational chart to access it easily next time. 

Steps to follow

1. Go to Company > Organizational Structure > Organizational Chart.

2. Click the Employees dropdown menu.

3. Select the employee you wish to see then click Show to display the organizational chart for this employee. 

4. Click on Save this chart.

5. Choose a name for this chart.

6. Click on Save.

7. You can see previously saved organizational charts by clicking on the drop down called Saved charts.

👉Important

If you are trying to view the organizational chart of an inactive employee, the display will appear as broken.
You can delete this organizational chart and generate a new one with their replacement if applicable.

Deleting a previously saved organizational chart

1. Still in the same menu (Company > Organizational Structure > Organizational Chart) select the previously saved organizational chart you wish to delete by clicking on the drop down called Saved charts.

2. Click Delete this chart.