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

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

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. For example:

To access our Organisation Charts feature, navigate to Workforce > Positions > Organisation Chart.

Once on this page, you will be prompted to begin configuring your Org Chart. You can do this either manually or using AI. We provide specific details on both methods below.

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.

As mentioned above, employees must have a Position Title assigned before they can be included in your Org Chart. However, first, you must create the Position Title. To do so, navigate to Workforce > Positions > Position Titles and select either +Add New Position Title or Edit an existing title.

From here, you will be prompted to name your Position Title. Then, you will be asked to select which Position Title this Position Title reports to (if applicable). 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.

Then, you will need to nominate whether this reporting line is specific to a certain location or if it applies organisation-wide. Please note that non-location-specific positions cannot report to location-specific positions.

Finally, assign this Position Title to a related Position Template and ensure you click ‘Save Position Title.’ For more details on Position Templates, please see our help guide.

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 selecting the Pay Conditions tab. Next, select ‘Edit Current Pay Conditions’ and choose the appropriate date. Finally, assign a Position from the dropdown menu and select ‘Confirm Changes.’

If desired, you can skip the above steps (assigning a Position Title to each employee and nominating a hierarchy of Position Titles) and instead build your Org Chart using AI. You will still need to have created Position Titles to do so. While this is a fantastic 'quick-start' option to configure your Org Chart, we would emphasise it is still good practice to assign employees a Position Title for several other reasons.

If you use this option, 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, simply 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, you’re ready to build your Org Chart.

To do so, navigate to Workforce > Positions > Organisation Chart. Click ‘Build My Org Chart’, and it will automatically be built based on your nominated hierarchy of Position Titles.

If you want to change your Org Chart from this point, simply click the button below the Org Chart to edit your Position Titles.

Note that only active users will appear on your Org Chart, not any deactivated employees.

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. For example:

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. Simply enter a figure in the box and click 'Close.'

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.