Region:
Step 1: Choose Avatar → Setting
Step 2: Choose Business → Regions.
Step 3: Click Create to create a new region.
Step 4: Choose ... to Edit or Delete.
Note:
- If you delete a Region, it may affect the permissions of employees.
- For example, a Manager of Region A, which has many employees. When you delete Region A and do not create another Region to replace it, this person will not see their employees.
Branch:
Step 1: Choose Avatar → Setting
Step 2: Choose Business → Branches.
Step 3: Click Create to create a new branch.
Note: Directly under means this branch will be under which branch in the organizational chart.
Step 4: Choose ... to Edit or Delete.
Note:
- If you delete a Branch, it may affect the permissions of employees.
- For example, a Manager of Branch A has many employees under Branch A. When you delete Branch A and do not create another Branch to replace it, this Manager will not see their employees.
Department:
Step 1: Choose Avatar → Setting
Step 2: Choose Business → Departments.
Step 3: Click Create to create a new department.
Note:
- Directly under means this department will be under which department in the organizational chart.
Step 4: Choose ... to Edit or Delete.
Note:
- If you delete a Department, it may affect the permissions of employees.
- For example, a Manager of Department A has many employees under Department A. When you delete Department A and do not create another department to replace it, this Manager will not see their employees.
Position:
Step 1: Choose Avatar → Setting
Step 2: Choose Business → Positions.
Step 3: Choose Create to create a new position.
Step 4: Choose ... to Edit or Delete.
Note:
- If you have many small positions within a larger position, you should choose the Directly under.
Q&A:
Question 1: What should I do if a manager cannot see their employees?
Answer: If the manager cannot see their employees in the employee list after making changes to the organizational chart, check if the Region, Branch, or Department has been deleted or changed without being updated. Update the permission settings to ensure they have the correct access to the employees they manage.
Question 2: What should I do if the company decides to restructure and merge two branches?
Answer: To merge two branches, you need to:
- Review the data and employees in each branch to avoid data loss.
- Merge one branch into the other and adjust the relevant information.
- After merging, delete the unnecessary branch but ensure it does not affect employee access and management rights.
Question 3: How do I update information when an employee is promoted to a management position?
Answer: When an employee is promoted to a management position, update the information in the organizational chart as follows:
- Go to the Company section and select the Position tab.
- Create a new position or modify an existing one to reflect the new role.
- Adjust the employee's permissions to ensure they have the correct access and management rights for their new position.