Organisation Chart

3 min read

Experimental feature - This feature is still in development. Content and functionality described here may change as new versions are released.

Use People Directory and Org Chart to keep reporting lines up to date, refresh role details, and export a chart image when needed.

Before you start

Sign in to Wageloch and open HR > People.
Make sure your active staff list is up to date.
If your business uses Departments, make sure they are set correctly before assigning reporting lines.

Use People Directory to add people, update profile details, and set reporting relationships.

Go to HR > People.
Select Add > Import from Staff List.
Select staff to include, or use Select All.
Select Done to import.
Open a person from the list to review details.
Update fields such as position, department, reporting manager, email, or mobile.
Select Done to save.

Import people from staff list

Capture the People Directory screen with Add > Import from Staff List, staff selection options, and imported directory rows.

TIP

If profile pictures are available on Staff Information, you can use those images in directory profiles.

Use this for owners, directors, or other non-payroll roles that should appear in the reporting structure.

Create non-staff directory entry

Capture the Create New chart card form with role details for a non-payroll person and the saved result in directory view.

Use Org Chart to place each person under the correct manager and review the structure visually.

INFO

When repositioning staff cards, place the employee card onto the manager name bar to set the reporting line.

Build reporting lines in org chart

Capture Org Chart view with multiple people visible, drag-and-drop action, and updated reporting hierarchy.

Download organisation chart image

Capture the Org Chart toolbar with the Download action and an example of the generated chart output.