Org Chart

The Org Chart draws your organization two ways. Reporting Lines shows who reports to whom, built from each employee's Direct manager. Department Structure shows how departments nest, built from each department's Parent Department. Use it to check the structure after onboarding or a reorganization, to explain reporting to new staff, and to export a simple employee–manager list.

The chart is read-only. To change it, edit the employee or the department it is drawn from.

Where to find it

Sidebar: People → Org Chart.
URL: /departments/chart.
From People → Departments: the Organization Chart button (top-right).

Who sees it	Condition
Menu item and chart	View employees (`hr.employees.view`), and your plan includes Departments. The organization-chart feature must also be part of your plan.
Export CSV	Your plan also includes data export. Otherwise the download is refused.

Screen tour

Area	Content
Header	Title Organization Chart, subtitle View departments and reporting lines, breadcrumb Departments → Organization Chart.
Export CSV (top-right)	Downloads `organization-chart-YYYYMMDD-HHMMSS.csv`.
List View (top-right)	Back to Departments.
Search (Search employee, number, or job title)	Filters Reporting Lines and the export. Department Structure is not filtered.
Reporting Lines card	The employee tree.
Department Structure card	The department tree.

Wide trees scroll sideways inside their card.

Reporting Lines

Top of the tree: every active employee with no Direct manager, sorted by name.
Each card: name, job title (or —) and department.
Show/hide team (n): shown when the person has n direct reports. It expands or collapses them. Everything starts expanded.
Direct reports are shown under their manager, sorted by name.
Search: keeps a person if their name, employee number or job title matches, or if anyone below them matches. So you still see the chain down to the match.
Empty: No reporting lines yet.

Department Structure

Top of the tree: active departments with no parent.
Each card: department name, :count employees (in that department only), and the manager's name if set.
Show/hide branches (n): expands or collapses sub-departments.
View department: opens the department page.
Empty: No departments — "Start by adding the first department to build the organization chart", with Add Department (which opens the Departments list) if you can create employees.

Export CSV

The file has the columns employee_number, name, job_title, department and manager, with one row per active employee, sorted by name. When a search is typed, only matching employees are exported (by name, number or job title). Unlike the on-screen tree, the export does not include their managers.

Tasks

Read who reports to whom

Open People → Org Chart.
In Reporting Lines, find the top person and use Show/hide team to fold the branches you don't need.

Find one person's chain

Type part of a name, an employee number or a job title in the search box, for example Haddad.
Reporting Lines narrows to the chains that lead to matching people.
Clear the search to see everyone again.

Fix a wrong reporting line

Note who is misplaced.
Open that employee in Employees, click Edit, and set Direct manager (or clear it to make them a top-level person).
Click Update, then return to the chart. It reloads with the change.

Fix the department tree

Open the department in Departments and click Edit.
Change Parent Department or Department Manager, and click Save Department.

Export the list

Optionally type a search.
Click Export CSV. Open the file in Excel or Google Sheets.

What the chart includes

Rule	Detail
Top-level employees	Only active employees with no direct manager.
Direct reports	Everyone whose Direct manager is that person. This can include people who have left, if their record still points to the manager. Clear their manager, or accept them as history.
Top-level departments	Only active departments with no parent.
Sub-departments	All children of a shown department, including inactive ones.
An employee whose manager has left	They are not shown at the top, because they still have a manager. They appear under that manager only if the manager is themselves shown somewhere in the tree.

Permissions

Role	View chart	Export CSV
Owner, SolaHR Administrator	Yes	Yes, if the plan has data export
Manager-level and member-level SolaHR roles (default)	Yes	Yes, if the plan has data export
Scoped roles (HR Manager, Department Manager, Attendance Recorder, HR Viewer)	Not used. They work from their scoped workspace.	No

The chart shows the whole organization to everyone who can open it.

Worked examples

Example 1 — check a new hire's place

Al Noor Trading LLC adds Sara Khan as a Sales Associate in Retail Sales, with Direct manager Omar Haddad.

Open People → Org Chart and search Sara.
Reporting Lines shows the chain Mariam Ali (General Manager) → Omar Haddad (Retail Sales Manager) → Sara Khan (Sales Associate, Retail Sales).
Omar's card now reads Show/hide team (5) instead of (4).

Example 2 — tidy the chart after a restructure

After Sales is split into Retail Sales and Corporate Sales (see Departments), HR reviews the chart.

Department Structure shows Management with Show/hide branches (4): Retail Sales (9 employees, Omar Haddad), Corporate Sales (4 employees, Layla Mansour), Finance (3), Warehouse (11).
Reporting Lines shows three top-level people: Mariam Ali, Layla Mansour and Khalid Nasser. Khalid is a warehouse picker who has no Direct manager.
HR edits Khalid and sets Direct manager to the warehouse supervisor. On reload only Mariam and Layla are top-level.
Layla should report to Mariam. HR sets her Direct manager to Mariam. Now Mariam is the only top-level person.
HR clicks Export CSV with no search. The file has 28 rows (all active staff), with each person's manager in the manager column. HR shares it with management.

How it connects

Screen	What feeds the chart
Employees	Direct manager, Department, job title and status.
Departments	Parent Department, Department Manager, Department is active.
Job Titles	The title shown on each card.
Team access	Not affected. Reporting lines and department managers give no access.

Tips and common problems

Problem	Cause	Fix
Someone is at the top who shouldn't be	Their Direct manager is empty.	Edit the employee and set it.
A department is missing	It is inactive (top level only), or it sits under a parent you collapsed.	Activate it, or expand the parent.
A former employee appears under a manager	Their record still names that manager.	Clear their Direct manager.
Export CSV fails	Your plan lacks data export.	Upgrade, or copy from the screen.
Search finds no one	The search only covers name, number and job title, not department.	Search by a person's name instead.