Hierarchy

Overview

The Organization Hierarchy view provides a visual representation of your company structure. It shows how branches, departments, and designations relate to each other, giving you a clear picture of your organizational layout.

Hierarchy Structure

The hierarchy is displayed in levels:

Level 1: Company Root

• Your company name and logo at the top
• Starting point of the hierarchy

Level 2: Branches

• Office locations
• Staff count per branch
• Regulation status indicator

Level 3: Departments

• Functional business units
• Grouped under branches
• Team member counts

Level 4: Staff

• Individual staff members
• Shows designation/title
• Links to staff profile

Accessing the Hierarchy View

1. Go to Organization menu
2. Click "Hierarchy"
3. View the visual organization chart

Using the Hierarchy View

Navigation

• Click on nodes: Expand/collapse sections
• Click on staff: Go to staff profile
• Click on branch: View branch details
• Click on department: View department details

Visual Indicators

• Branch icons: Show branch type
• Staff counts: Numbers in badges
• Status colors: Active (green), Inactive (gray)
• Designation labels: Job titles shown

Hierarchy Stats

The view includes summary statistics:

• Total branches
• Total departments
• Total designations
• Total staff

Building Your Hierarchy

The hierarchy is automatically built based on your organization setup:

1. Create Branches: Establish your office locations
2. Assign Staff to Branches: Staff appear under their branch
3. Assign Staff to Departments: Further organization
4. Set Designations: Define job levels
5. View Hierarchy: Automatically reflects your structure

Filtering the Hierarchy

You can filter the view by:

• Branch (show specific location)
• Department (show specific team)
• Active/Inactive staff

Best Practices

1. Complete Assignments: Assign all staff to branches and departments
2. Use Designations: Helps visualize seniority
3. Review Regularly: Keep the structure updated
4. Share with Team: Use for onboarding and orientation

Use Cases

Onboarding

• Show new staff the company structure
• Identify key people and teams
• Understand reporting lines

Planning

• Identify gaps in teams
• Plan hiring needs
• Balance workloads

Communication

• Find the right person/team
• Understand who handles what
• Cross-department coordination

Export Options

You may be able to:

• Screenshot the hierarchy
• Print the view
• Share via link (if enabled)

Troubleshooting

Staff Not Appearing

1. Check if staff has a branch assigned
2. Verify staff is active
3. Refresh the page

Hierarchy Not Loading

1. Clear browser cache
2. Check for many staff (may take time)
3. Try a different browser

Missing Departments

1. Verify department exists
2. Check if any staff are assigned
3. Departments without staff may not show

Next Steps

• Staff Management -- Add staff and assign them to branches and departments
• Branches -- Create and manage your office locations
• Roles & Permissions -- Define access levels for your team