Difference between revisions of "Organisational Charts"

From Wageloch Wiki

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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
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Revision as of 05:13, 13 October 2023

Currently in development
Once completed, we're hoping to integration Organisation Charts with admin user security permissions, departments and more.


This guide provides step-by-step instructions on how to set up Organisational Charts in Wageloch.
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

  • Log into https://app.wageloch.com.au
  • Click HR from the top menu; this will open WagelochHR in a new tab.
  • Select People from the top menu.


Org-HR.png Org-people.png

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. It will help streamline the development of your Organisational Chart, find a group of staff under a particular manager or supervisor and more.

If Departments are in use, you can use the filter to assist with managing your staff.

Org-dept-filter.png

Import from Staff List

  • Click Add from the top right and select Import from Staff List
  • This will show your current active staff list; use Select All or pick the individual staff you wish to add.
  • Click Done to import your list.
  • You should now see your staff listed in the directory.


Org-directory-staff.png Org-add-staff.png Org-list-staff.png

  • 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.
  • Click Done to save


Org-staff-info.png

Create New

Using the Create New function from the Add drop menu allows you to enter people into the Org Chart who are not in the staff list. This could be business owners, HR representatives, directors, CEOs, etc. - people who aren't payroll staff.

Adding these details in can help you build your organisational chart easier with all the necessary hierarchy of staff, managers, etc.

  • Click Add from the top right and select Create New
  • You'll be presented with an empty Chart Card
  • Fill out the details for your non-staff member.
  • Click Done to save
  • Click Done on the success prompt.
  • We can now see our "Director" in Upper Management in the staff directory.


Org-directory-staff.png Org-new-info.png Org-new-list-done.png

Building Chart



Back-button-new.png Home-button-new.png Next-button-new.png