This help guide will explain how to access, configure, and use Tanda’s Organisation Chart (Org Chart) feature.

Our Organisation Charts (Org Charts) feature provides a visual representation of your business's internal hierarchy. It allows organisations to map, track, and visualise their internal structures and reporting lines directly within Tanda, using Positions.

It can also be beneficial for tracking headcounts across your locations and easily determining whether fewer people than desired are working in a certain position.

To access the Organisation Chart, navigate to Workforce > Positions > Organisation Chart.

If not already set up, you will be prompted to begin configuring your Org Chart. You can do this either manually or using AI.

Please note that you must first have Position Titles configured in your account before you can build an Org Chart. If any employees are missing a Position Title, you will be prompted to rectify this via the following notification:

This section provides information specific to configuring Position Titles and Templates for your Org Chart. For more detailed insights on Position Titles and Templates, please refer to our Positions help guide.

Employees must have a Position Title assigned before they can be included in your Org Chart. To see your Position Titles, navigate to Workforce > Positions > Position Titles.

In Position Titles, ensure that you select where this Position Title reports to. While this step is marked as optional, as it is not essential throughout Tanda, it is required to build the hierarchy on your Org Chart.

Once you have created all the appropriate Position Titles and assigned them to a Template, you can then assign them to an employee by navigating to their Staff Profile and editing the Pay Conditions tab.

To build an Org Chart with the help of AI, you will still need to create and assign Position Titles to staff. Using AI will only automatically fill in the 'Reports to' section of a Position Title.

If you use this method, the AI will make an informed guess about the parent position for each of your Position Titles and build an Org Chart based on these assumptions. To do so, ensure your Position Titles are readable and click ‘Build my Org Chart.’

For example:

You can also configure your Organisation Chart manually. Once you have assigned a Position Title to each employee and nominated a hierarchy of Position Titles using the 'Reports to' field, an Org Chart will be created automatically.

If you want to change your Org Chart after creating it, you'll need to edit the 'Reports To' field in the Position Title.

Note that only active users will appear on your Org Chart.

Once configured, you can filter the Org Chart by either Employee or Location using the dropdown menus in the top right corner of the page.

If you filter the Org Chart by an employee, it will show their entire reporting line, with the selected employee highlighted. For example:

Filtering by location will show you the entire Org Chart for that location.

You can use your Org Chart to set a Required Headcount for each position, indicating the minimum number of employees who should be assigned to that position. That way, you can identify at a glance if there are too few people assigned to a certain position.

To assign a required headcount, click on the name of a position in your Org Chart to expand it. Then, click the 3-dot menu and select ‘Add required headcount.’

You will then be prompted to nominate the required headcount for that position.

If you have not met the required headcount for a certain position, you will see the following alert:

Organisation Charts can also interact with your Performance Reviews and Written Warnings.

When creating a Performance Review/Written Warning, you will see a section titled "Org Chart Hierarchy Visibility.” From here, you can select whether the Warning/Review is visible:

When a Warning/Review is visible "up the Org Chart", it's visible to anyone above the given user on the Org Chart. You can see this by clicking the ‘Review ____'s org chart’ link. This replaces the previous "visible to managers" setting.