View the Org Chart

To view the Org Chart as an employee:

  1. Sign in to IRIS HR Professional.

  2. In the left navigation menu, select Org Chart.

    The chart defaults to display current employees and allows you to view and filter information about your team and organisation using the Employee View and Position View options:

    • Employee View - Select this option to filter your search on employees.

    • Position View - Select this option to filter your search by the Primary Positions.

Position View only displays if your company has the Position Management module.

Employee View

The Org Chart defaults to your position and displays your:

  • Known As name

  • Surname

  • Employee Number

  • Job Type

  • Photo (if added)

  • The Show/Hide Leavers option allows you to view or remove vacant positions from the Org Chart.

  • The Show/Hide Photos option allows you to view the Org Chart without employee photos.

  • The Print option allows you to Print the information.

    The buttons on the Org Chart screen.

To filter the Org Chart by Employee:

  1. In the navigation menu, select Org Chart.

  2. The Org Chart screen opens and defaults to the Employee View.

  3. Enter a name in Filter Employees.

  4. The system displays a list of current Employees to choose from.

    The Filter Employee field in the Org Chart.

  5. Select the employee's name from the dropdown to view their contact information.

  6. The employee's information displays in the Org Chart.

  7. Select the employee's name again.

  8. Select View Team to view the employee's line manager and job type who you selected from the Employee dropdown.

    The View Team option in the Org Chart.

The Org Charts updates and displays information about the employee's team.

Position View

Position View only displays in the Org Chart if your organisation has the Position Management module set up.

The Org Chart shows your Primary Position and information about your team, including who you report to.

You can also filter the Org Chart to find other colleagues in your organisation who share the same Primary Position as you.

  • If there are no active Primary Positions, the Secondary Position displays.

  • No information displays when there are no active Assignments.

  • The Show/Hide Vacant allows you to view or remove vacant positions from the Org Chart.

  • The Show/Hide Photos option allows you to view the Org Chart without employee photos.

    The Hide Vacant, Hide Photos and Print buttons shown in the Org Chart.

To filter the Org Chart by Position:

  1. In the navigation menu, select Org Chart.

  2. The Org Chart screen opens and defaults to the Employee View.

  3. Change the view from Employee View to Position View.

    The Position View option in the Org Chart.

  4. Enter a position title in Search Position. For example, Business Analyst.

  5. The system displays a list of active Primary Positions and the employees assigned to them.

  6. Choose the dropdown under each employee's name to view their active assignments.

  7. The employee's Primary Position displays first in the list.

  8. Select the employee's name to view their contact information.

  9. Select View Team to view the employee's line manager and information for the role selected from the dropdown.