Introduction

The organizational structure is a crucial tool for managing and visualizing how teams, roles, and responsibilities are distributed within your organization. This article explains how you can view and manage the organizational structure in the Employee Portal under the Organizational Structure section.

Accessing the Organizational Structure

You can access the Organizational Structure section directly in your Employee Portal. Depending on your permissions, you may be able to view or edit different parts of the structure. At a minimum, you will be able to see the units you belong to, your role within those units, and your allocated percentages.

1. Navigate to the Organizational Structure:

   • From your Employee Portal, go to the Organizational Structure section located in the Admin Panel or via the Employee Portal main menu.

2. Permissions:

   • Viewing: Most employees can view the organizational structure, including the units they belong to, their role, and allocation percentages.

   • Editing: Depending on your role and permissions, you may be able to edit the structure (e.g., modify roles or units). Admins and Managers typically have higher access levels for editing.

Viewing Organizational Structure

Once you're in the Organizational Structure section, you'll see a visual representation of the entire organization's hierarchy. Here's what you can do:

Tree View

The Tree View allows you to navigate and visualize the organizational units in a hierarchical structure. You can zoom in and out to explore different levels of the hierarchy, giving you a broader or more detailed view.

1. Horizontal Tree View:

   • This view shows the organization in a horizontal layout, with units branching out from the main organizational root.

2. Vertical Tree View:

   • This view displays the structure in a vertical format, with units and roles stacked in a top-down hierarchy.

3. Zoom Levels:

   • Zoom Level -1: Shows the highest-level units (e.g., company-wide or major departments).

   • Zoom Level 0: Displays a more detailed view, showing unit types and their immediate members.

   • Zoom Level 1: Shows roles within each unit, with details on team members.

   • Zoom Level 2: Provides the most detailed view, showing individual team members and their role allocations (e.g., % allocation to different units or projects).

   You can switch between different zoom levels using the zoom controls in the interface.

Switch Between Views

You can toggle between Tree View and Table View to view the organizational structure in a more tabular format. This allows you to see employee details, unit descriptions, and other relevant information.

• Tree View: Ideal for visualizing the hierarchical relationships between units.

• Table View: Best for viewing unit details in a list format, including the number of members, roles, and additional metadata (like employee contact details).

Viewing Allocation Percentages

The system shows percentage allocations for each employee. For example, if an employee is part of multiple units or teams, their total time allocation will be displayed. These percentages can be modified based on role changes or updates in unit assignments.

• Example: An employee may have 70% of their time allocated to one team and 30% to another. This allocation is visible within the tree or table view.

Managing the Organizational Structure

If you have the necessary permissions (typically Manager or Admin), you can edit the organizational structure directly from the Employee Portal.

1. Modifying Units and Roles:

   • Click on the Edit button next to any unit or role to make changes, such as assigning different employees or updating role descriptions.

2. Adjusting Role Allocation:

   • Modify the percentage allocation for each employee by selecting the relevant unit or role. This will allow you to adjust how an employee's time is distributed across multiple teams.

3. Adding or Removing Employees:

   • Add new employees to units, roles, and teams, or remove them as necessary.

4. Saving Changes:

   • Once you’ve made the necessary changes, click Save to update the structure.

Using the Expanded View

If you prefer to see more detailed information about the employees and units, you can switch to the Expanded View.

1. Navigate to Expanded View:

   • In the Organizational Structure section, click on the Expanded View button at the top right.

2. Viewing Employee Details:

   • In the expanded view, you’ll see additional columns for each unit, including employee names, roles, and personal details.

   • You can click on individual employees to view detailed information such as contact details, date of birth, location, etc.

Conclusion

The Organizational Structure section within the Employee Portal provides a powerful tool for managing and viewing your organization's units, roles, and employee allocations. Depending on your permissions, you can adjust the structure to meet your organization’s needs, ensuring that teams and resources are properly aligned with staff development objectives.