Organization

The Organization section in the sidebar lets you manage the structural building blocks of your company: teams, departments, designations, and the reporting hierarchy.

Navigate to Organization from the sidebar to access these features.

Teams

Navigate to Organization > Teams to manage your teams.

Teams are the primary grouping unit for employees. Every employee is assigned to a team, and teams are used across the system for filtering attendance, reports, and leave management.

Viewing Teams

The Teams page displays a data table with the following columns:

• Team name
• Team code
• Notes
• Status (Active or Inactive)

Creating a Team

1. Click the Add Team button
2. Fill in the required fields:

Field	Description	Required
Name	The team's display name (e.g., "Engineering", "Sales")	Yes
Code	A unique short code for the team (e.g., "TEAM0001"). Click Generate to auto-generate.	Yes
Notes	Optional description or notes about the team	No

3. Click Save

Auto-Generated Codes

Click the generate button next to the Code field to automatically create a unique team code in the format TEAM0001, TEAM0002, etc.

Editing a Team

1. Find the team in the list
2. Click the Edit action
3. Update the name, code, or notes
4. Click Save

Toggling Team Status

Teams can be set to Active or Inactive. Inactive teams are hidden from dropdown selections when creating or editing employees.

• Click the status toggle or use the Toggle Status action on the team row

Deleting a Team

1. Click the Delete action on the team row
2. Confirm the deletion

warning

Deleting a team that has employees assigned to it may cause issues. Reassign employees to another team before deleting.

Departments

Departments are covered in their own dedicated guide. See Departments for details on creating and managing departments.

Designations

Navigate to Organization > Designations to manage job titles and positions.

Designations define the job roles within your organization (e.g., "Software Engineer", "HR Manager", "Sales Executive"). Each designation can optionally be linked to a department.

Viewing Designations

The Designations page displays a data table with:

• Designation name
• Designation code
• Department (if assigned)
• Status (Active or Inactive)

Creating a Designation

1. Click the Add Designation button
2. Fill in the required fields:

Field	Description	Required
Name	The designation title (e.g., "Senior Developer")	Yes
Code	A unique short code (e.g., "SDEV")	Yes
Department	Optionally link this designation to a department	No
Notes	Optional description	No

3. Click Save

Editing a Designation

1. Find the designation in the list
2. Click the Edit action
3. Update the name, code, department, or notes
4. Click Save

Toggling Designation Status

Designations can be set to Active or Inactive. Inactive designations are hidden from dropdown selections.

• Click the status toggle or use the Toggle Status action

Deleting a Designation

1. Click the Delete action on the designation row
2. Confirm the deletion

warning

Ensure no employees are assigned to a designation before deleting it.

Organization Hierarchy

Navigate to Organization > Hierarchy to view the reporting structure as a visual tree.

The Organization Hierarchy page displays an interactive tree chart built from the Reporting To relationships set on each employee profile. It shows:

• Employee name and employee code
• Designation for each person
• Profile picture (or initials if no photo is uploaded)
• Reporting lines connecting each employee to their manager

How It Works

The hierarchy is automatically generated from the "Reporting To" field on each employee's profile:

• Employees with no "Reporting To" assigned appear at the top level (root nodes)
• Employees reporting to a manager appear as children under that manager
• The tree can have unlimited depth depending on your organizational structure

Using the Hierarchy View

• Navigate: Scroll and zoom to explore large hierarchies
• Identify gaps: Quickly spot employees without a reporting manager
• Verify structure: Confirm reporting lines are correct before reviews or reorganizations

Keeping the Hierarchy Accurate

To update the hierarchy, edit the Reporting To field on individual employee profiles via Employee Management > All Employees. The hierarchy view updates automatically.

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Next: Learn about Shifts to configure work schedules for your teams.