In this topic

• Introduction
• Adding a Person to a Position

Introduction

This topic describes how to add an employee to the organisation chart.

NOTE: This topic explains how to do the update through the Flow Chart screen. An alternate method is to do the update through the ‘Flow Chart’ tab on the employee’s profile.

Adding a Person to a Position

To add a person to a position on an Organisation Chart:

1. Go to the Administration -> Flow Chart screen

2. Select the required Organisation Chart from the dropdown list

   NOTE: Your account may have more than one organisation chart. You may need to check other parts of the system, for example, Leave or Expense Management to identify the Organisation Chart that you want to view.

3. The selected Organisation Chart will be loaded onto the screen

   NOTE: By default, this will be in Organisation Chart View, however, there is also a Tree View which is useful for larger Organisation Charts.

4. Locate the position that you wish to add the employee to
5. Click the Settings icon at the top right of the position
6. Select Edit Employees link in the fly out menu
7. Update the search criteria to help locate the employee(s) that you want to assign
8. Click the Search button
9. In the Available People column, select the employee(s) who you want to add to the position
10. Drag the selected employees to the Assigned People column (or use the arrows)
11. Click the Save Changes button