Organisational Charts - Revision history

Cienna at 06:30, 13 October 2023

2023-10-13T06:30:46Z

← Older revision		Revision as of 06:30, 13 October 2023
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	<font size="+2"><i>Currently in development</i></font>		<font size="+2"><i>Currently in development</i></font>
	<br>		<br>
	<i>Once completed, we're hoping to ~~integration~~ Organisation Charts with admin user security permissions, departments and more.</i>		<i>Once completed, we're hoping to integrate Organisation Charts with admin user security permissions, departments and more.</i>
	<br>		<br>
	<br>		<br>

Cienna at 06:30, 13 October 2023

2023-10-13T06:30:23Z

← Older revision		Revision as of 06:30, 13 October 2023
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	<br>		<br>

	~~==Site Groups==~~
	[[File:back-button-new.png\|link=Custom Fields]] [[File:home-button-new.png\|link=Main Page]] [[File:next-button-new.png\|link=Wageloch HR Guide]]		[[File:back-button-new.png\|link=Custom Fields]] [[File:home-button-new.png\|link=Main Page]] [[File:next-button-new.png\|link=Wageloch HR Guide]]

Cienna: /* Building Org Chart */

2023-10-13T06:29:17Z

Building Org Chart

← Older revision		Revision as of 06:29, 13 October 2023
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	==Building Org Chart==		==Building Org Chart==
	* Log in to https://app.wageloch.com.au		* Log in to https://app.wageloch.com.au
	* Click HR from the top menu; select People.		* Click <b>HR</b> from the top menu; select <b>People</b>.
	* Select Org Chart.		* Select <b>Org Chart.</b>
	* You should now see all of your staff - zoom out to see everyone!		* You should now see all of your staff - zoom out to see everyone!
	<br>		<br>
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	* In this area, everything automatically saves as you make changes.		* In this area, everything automatically saves as you make changes.
	* You can left-click and drag staff to assign them to their appropriate reporting line and direct manager.		* You can left-click and drag staff to assign them to their appropriate reporting line and direct manager.
	** TIP: When dragging a staff member to their reporting manager, drop the employee box onto the ~~managers~~ pink name bar.		** TIP: When dragging a staff member to their reporting manager, drop the employee box onto the manager's pink name bar.
	<br>		<br>
	[[File:Org-chart-tree.gif]]		[[File:Org-chart-tree.gif]]
	<br>		<br>
	* You can also click on the employee box to open their details and edit their information.		* You can also click on the employee box to open their details and edit their information.
	* Click Done to retain any changes.		* Click <b>Done</b> to retain any changes.
	<br>		<br>
	[[File:Org-chart-edit-staff.png\|500px]] [[File:Org-chart-edit-staff (1).png\|500px]]		[[File:Org-chart-edit-staff.png\|500px]] [[File:Org-chart-edit-staff (1).png\|500px]]
	<br>		<br>
	* Once your changes and edits to the chart is complete, you can download everything by clicking the Download (cloud) icon.		* Once your changes and edits to the chart is complete, you can download everything by clicking the <b>Download</b> (cloud) icon.
	* Now you can add this image into any company documentation or staff onboarding details - wherever you might need it!		* Now you can add this image into any company documentation or staff onboarding details - wherever you might need it!
	<br>		<br>

Cienna: /* Building Chart */

2023-10-13T06:25:58Z

Building Chart

← Older revision		Revision as of 06:25, 13 October 2023
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	[[File:Org-directory-staff.png\|425px\|top]] [[File:Org-new-info.png\|425px\|top]] [[File:Org-new-list-done.png\|425px\|top]]		[[File:Org-directory-staff.png\|425px\|top]] [[File:Org-new-info.png\|425px\|top]] [[File:Org-new-list-done.png\|425px\|top]]

	==Building Chart==		==Building Org Chart==
			* Log in to https://app.wageloch.com.au
			* Click HR from the top menu; select People.
			* Select Org Chart.
			* You should now see all of your staff - zoom out to see everyone!
			<br>
			[[File:Org-chart-shift.png\|500px]]
			<br>
			* In this area, everything automatically saves as you make changes.
			* You can left-click and drag staff to assign them to their appropriate reporting line and direct manager.
			** TIP: When dragging a staff member to their reporting manager, drop the employee box onto the managers pink name bar.
			<br>
			[[File:Org-chart-tree.gif]]
			<br>
			* You can also click on the employee box to open their details and edit their information.
			* Click Done to retain any changes.
			<br>
			[[File:Org-chart-edit-staff.png\|500px]] [[File:Org-chart-edit-staff (1).png\|500px]]
			<br>
			* Once your changes and edits to the chart is complete, you can download everything by clicking the Download (cloud) icon.
			* Now you can add this image into any company documentation or staff onboarding details - wherever you might need it!
			<br>
			[[File:Org-chart-download.png\|750px]]
			<br>

	<br>		<br>
	<br>		<br>

Cienna at 05:18, 13 October 2023

2023-10-13T05:18:12Z

← Older revision		Revision as of 05:18, 13 October 2023
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	<br>		<br>
	<br>		<br>
	This guide provides step-by-step instructions on how to ~~set up Organisational Charts in Wageloch~~.		This guide provides step-by-step instructions on how to access edit and update your organization chart and staff directory.
	~~<br>~~
	By following ~~these simple steps~~, you can easily ~~create a staff directory with image, personal information, position details,~~ and ~~build a map of~~ your ~~organisation~~.		Here we explain how to login to the platform, locate the Organisation Chart and Directory features, assign staff to reporting lines, edit staff information, and download an image of the organisation structure.

			By following this guide, you can easily manage and visualize your organization's structure.

	==Finding Org Directories and Charts==		==Finding Org Directories and Charts==

Cienna: /* Building Directory */

2023-10-13T05:15:56Z

Building Directory

← Older revision		Revision as of 05:15, 13 October 2023
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	==Building Directory==		==Building Directory==
	Using our People Directory to find staff, update basic information or add details about their position and reporting manager can be a super handy tool.		Using our People Directory to find staff, update basic information or add details about their position and reporting manager can be a super handy tool.<br>
	It will help streamline the development of your Organisational Chart, find a group of staff under a particular manager or supervisor and more.		It will help streamline the development of your Organisational Chart, find a group of staff under a particular manager or supervisor and more.

Cienna at 05:15, 13 October 2023

2023-10-13T05:15:30Z

← Older revision		Revision as of 05:15, 13 October 2023
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	By following these simple steps, you can easily create a staff directory with image, personal information, position details, and build a map of your organisation.		By following these simple steps, you can easily create a staff directory with image, personal information, position details, and build a map of your organisation.

	==Finding ~~Organisational~~ Charts==		==Finding Org Directories and Charts==
	* Log into <b>https://app.wageloch.com.au</b>		* Log into <b>https://app.wageloch.com.au</b>
	* Click HR from the top menu; this will open WagelochHR in a new tab.		* Click HR from the top menu; this will open WagelochHR in a new tab.
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	<br>		<br>
	<br>		<br>

			==Site Groups==
	[[File:back-button-new.png\|link=Custom Fields]] [[File:home-button-new.png\|link=Main Page]] [[File:next-button-new.png\|link=Wageloch HR Guide]]		[[File:back-button-new.png\|link=Custom Fields]] [[File:home-button-new.png\|link=Main Page]] [[File:next-button-new.png\|link=Wageloch HR Guide]]

Cienna: /* Import from Staff List */

2023-10-13T05:13:58Z

Import from Staff List

← Older revision		Revision as of 05:13, 13 October 2023
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	* You can now update the staff information by clicking on the staff member's name.		* You can now update the staff information by clicking on the staff member's name.
	* You can add their position, department, who they report to and update the email address or mobile number.		* You can add their position, department, who they report to and update the email address or mobile number.
	** If you've added a [[~~Add Profile Picture~~\|profile picture on their Staff Card]], you can select the image from the <b>Profile Picture From</b> menu.		** If you've added a <b>[[Managing_Staff_Information#Adding_a_Profile_Picture\|profile picture on their Staff Card]]</b>, you can select the image from the <b>Profile Picture From</b> menu.
	* Click <b>Done</b> to save		* Click <b>Done</b> to save
	<br>		<br>

Cienna: /* Finding Organisational Charts */

2023-10-13T04:47:59Z

Finding Organisational Charts

← Older revision		Revision as of 04:47, 13 October 2023
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	==Finding Organisational Charts==		==Finding Organisational Charts==
	* Log into https://app.wageloch.com.au		* Log into <b>https://app.wageloch.com.au</b>
	* Click HR from the top menu; this will open WagelochHR in a new tab.		* Click HR from the top menu; this will open WagelochHR in a new tab.
	* Select People from the top menu.		* Select People from the top menu.
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	[[File:Org-HR.png\|600px]] [[File:Org-people.png\|600px]]		[[File:Org-HR.png\|600px]] [[File:Org-people.png\|600px]]


	==Building Directory==		==Building Directory==

Cienna: /* Import from Staff List */

2023-10-13T04:47:30Z

Import from Staff List

← Older revision		Revision as of 04:47, 13 October 2023
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	* You can now update the staff information by clicking on the staff member's name.		* You can now update the staff information by clicking on the staff member's name.
	* You can add their position, department, who they report to and update the email address or mobile number.		* You can add their position, department, who they report to and update the email address or mobile number.
	** If you've added a [[profile picture on their Staff Card]], you can select the image from the <b>Profile Picture From</b> menu.		** If you've added a [[Add Profile Picture\|profile picture on their Staff Card]], you can select the image from the <b>Profile Picture From</b> menu.
	* Click <b>Done</b> to save		* Click <b>Done</b> to save
	<br>		<br>