Create and Set up an Organization Chart

Overview

Updated 03/18/2022

Easily manage your internal hiring managers by keeping track of who reports to who. By building out your organization chart, you can keep track of each division and levels of superiority.

Note: The Organization Chart will only display if there is a CEO/Company Head listed.

• Click here for information on Company Profile Tabs
• Click here for information on creating a Contact

Setting the CEO/Company Head
Add additional Contacts
    Using the Reports to field
    Changing a CEO / Company Head
Expand/hide Organization Chart
    Expand
    Hide
Export as PDF
    Example

Setting the CEO/Company Head

Go to the Company record that the Organization Chart should be set for. 

1. Click on the Organization sub tab
2. Select a Contact from the drop down menu
   
   
   
   
3. Click on the Set Company Head button
   
   
   
   
4. The CEO/Company Head will now display in the Organization Chart
   
   

Add additional Contacts

1. Ensure you are on the Company record and the Organization sub tab.
2. Select a Contact from the Add Contact field.
3. Select a Contact from the Reports To field
   
   
   
   
4. Click on the Add to Chart button
   
   
   
   
5. Now the Contact will display in the Organization Chart
   
   

Using the Reports to field

1. Go to the Contact record that the Reports To field should be set for. 
2. Go to the Organization Information Widget
3. Click on the Edit icon
   
   
   
   
4. Click into the Reports to field
   
   
   
   
5. Start typing the name of their manager. 
   1. A list of Contacts assigned to that Company, will display.
      
      
      
      
6. Click on the Contact's name (their manager)
   
   
   
   
7. Click on the Save icon
   
   

Changing a CEO / Company Head

Changing the CEO/Company Head will cause the entire Organization Chart to be hidden until a new CEO/Company Head is added.  The previous hierarchy will still remain the same.

1. Go to the record for the CEO / Company Head 
2. Click on the Organization Information Widget
3. Click on the Edit icon
   
   
   
   
4. Uncheck the Company Head checkbox
   
   
   
   
5. Click on the Save icon
   
   
   
   
6. The Contact record will now show the following:
   
   

Expand/hide Organization Chart

If you see the People Group icon, this means there are positions below them.

Expand

1. Hover on the Contact to expand the positions for.
2. Click the arrow to expand positions
   1. Notice this record doesn't have the People Group icon and therefore there is no down arrow to expand.
      
      

Hide

1. Hover on the Contact that will hide all the positions below.
2. Click on the arrow to hide all positions below it
   
   
   
   
3. This is how it will look
   
   

Export as PDF

While still on the Company record and Organization sub tab, you can export the Organizational Chart as a PDF.  

1. Click on the Export button
2. Click on the downloaded file
   1. The file name defaults to: MyOrgChart.pdf
      
      

Example