If you have integrated your HR system such as Personio, Bamboo HR or Microsoft Active Directory with MuchSkills, in most cases, the organisation’s hierarchical structure data is taken from these solutions and built automatically.
If you have not integrated your HR system and have added users to MuchSkills by inviting them to join via email or invite link, the org chart is automatically created as and when users join and select who their direct manager is.
If you are an admin, you can review these inputs and modify a user’s direct manager, department, location and role if required. To do this, click on ‘TEAM/ORG’ in the top menu and then click on ‘SETTINGS’ tab to the right. Click on ‘MANAGE MEMBERS’. All the members of your organisation will appear on the right. Admins can then modify whatever they need to.
To view the org chart click on ‘TEAM/ORG’, click on ‘MEMBERS’ in the drop-down menu. You will now get a grid view of all members. To view your organisation’s reporting structure, change from ‘GRID VIEW’ to ‘HIERARCHY’ using the drop-down menu on the top right. Click on any face to see their top skill, contact info and to visit their profile.
In this video, we show you how to set up the org chart and all the ways you can use its features such as filters and search to get a detailed look at the composition, reporting structure and skills in each department or team.