This article explains the feature overview of the Organisation Chart Functionality Access: Users/Admin/Managers
The Organisation Chart feature is a powerful tool within Plumm that offers users a dynamic and visual representation of the organisational structure. This intuitive feature allows users to explore team hierarchies, understand reporting relationships, and gain valuable insights into the distribution of roles and responsibilities across the organisation.
Purpose and Benefits
- Visual Representation: Dive into the organisation's structure through an interactive and visually appealing chart.
- Strategic Insights: Gain an overall understanding of how teams are organised and connected.
- Efficient Collaboration: Foster better communication and collaboration by knowing who is who in the organisation.
Prerequisites
Before using the Organisation Chart feature, ensure you have:
- An active Plumm Account: You must have a registered Plumm account.
Accessing the Feature
Follow these steps to access the Organisation Chart feature:
- Log in to your Plumm account.
- Navigate to the "People" section.
- Select "Org. Chart."
Detailed Feature Guide
Section 1: Basic Features
The basic features of the Organisation Chart functionality include:
- Navigation: Zoom in/out and pan across the org chart.
- Employee Details: Click on an employee to view detailed information.
Steps:
- Use the zoom controls to adjust the view.
- Click on an employee to view their details.
Section 2: Advanced Features
The advanced features cater to specific scenarios, such as:
- Team Filtering: Focus on specific teams or departments.
- Search Functionality: Quickly locate employees using the search bar.
Steps:
- Click on "Filter" to choose specific teams.
- Use the search bar to find a specific employee.
Section 3: Tips and Tricks
Maximise your experience with these tips:
- Frequent Updates: Ensure the org chart reflects the current organisational structure.
- Custom Views: Save custom views for quick access to preferred configurations.
Troubleshooting/Common Issues
Common Problems:
- Missing Information: If employee details are incomplete, contact your HR department to update records.
Steps:
- Inform HR about missing information.
- Check for updates after HR resolves the issue.
FAQs (Frequently Asked Questions)
Q1: How often is the org chart updated?
A1: The org chart is typically updated in real-time. However, delays may occur during system updates.
Q2: Can I export the org chart for offline use?
A2: At the moment, direct export features are not available. However, screenshots can be taken for reference.