How to set up Organization chart under People? – HybridHero

Let's understand how to set up Organization chart under People in HybridHero V2

HR Admins (with Edit Permissions for Org Charts) can set up organization chart under People. Here are the actions that could be done:

HR admin can build/edit the Org Chart by adding direct Reports under the Head of Org.
HR admin can swap/replace the Head of Organization or Root Node with Another Person from the Unassigned List or from the Head’s Direct Reports.

Even when the Organization Chart has not been built, anyone with HR Admin permissions who clicks on the Organization Chart Tab should be able to see at least the Root Node.

To setup or edit an org chart, kindly follow the below steps:

Go to People tab and then select 4th Option of Org Chart
Click on the pencil icon and the edit window will appear on the right side of the screen
Make changes under Direct Report and follow the same process for changing reportee of other users under CEO.
Click Save post the selection of Direct Report

The Org Chart with the Root Node/First person and a Direct reportee should appear as per the following:

If you have any questions or encounter any issues, please reach out to our support team at support@hybridhero.com