Organisation Tree

The organisation tree represents your organisation structure. It comprises teams and sub-teams containing team members.

• The organisation tree itself does not require creation. It exists as a blank canvas to start with.

• To start populating the tree, click on the Team '+' icon to the top right of the page to create a team.

• Each team has an attribute 'Parent Org Unit' which is used to build the hierarchy.

• To update the hierarchy, for example during a restructure, click on a team name to open the Team Page.

• Once in the team page, the attributes can be edited such as the team name and parent organisation unit.

• Members of a team are defined in the Team Page. Click on a team name to open the page

• The team leader is defined in the Team Page. Click on a team name to open the page. Multiple managers can be assigned to the team, however only one team leader. The manager column in the organisation hierarchy shows the individual team leader.

• The organisation tree can be exported to Excel. Click on the excel icon to the top right of the page to perform the export.