Set up the org chart
- Who
- An Owner or Admin sets it up
- Built from
- Each person's direct manager and department
- Edit in
- Team/Org › Settings › Manage Members
- View in
- Team/Org › Members › Hierarchy
MuchSkills draws its org chart from two facts about each person: who their direct manager is and which department they belong to. Get those right, from your HR system or by hand, and the org chart, My Circle and manager reports all follow.
How it works
The org chart, My Circle and manager reports all come from the same two fields on each person:
- Direct Manager: who the person reports to. This draws the reporting lines.
- Department: which department the person belongs to. This groups people.
These fields can be filled in three ways, and you can mix them:
| Source | How it works |
|---|---|
| HR or identity sync | Your HR system sends each person's manager and department, and every sync keeps them current. See How HR integrations work |
| Each person | People choose their Direct Manager and Department when they set up their profile, in Profile Settings › Teams |
| Admins | Owners and Admins review and correct every person in Team/Org › Settings › Manage Members |
Before you start
- Role: Owner or Admin to edit other people.
- Departments exist. Create them, or let your HR sync bring them in. See Manage departments.
- Managers are in MuchSkills. A person can only choose a manager who has joined. Invite managers first.
- With an HR sync: make sure it sends each person's manager as an email address.
Steps
Set reporting lines
- Open Manage Members. Go to Team/Org › Settings › Manage Members.
- Find people without a manager. Look for Select Manager in the Direct Manager column.
- Choose the manager. Click Select Manager and pick the person's manager from the list.
- Set the department. In the Department column, click Choose department and pick it.
- Correct anything else. Fix Location in the same row, or click the person's name to open their profile and edit the job title.
Department and Direct Manager in Manage Members.
Check the reporting lines in bulk (optional)
- Export the members. In Team/Org › Members, click Export as CSV. The file has a Direct Manager column for every person.
- Fix the gaps. Set the missing managers in Manage Members, or in your HR system if the person is synced.
View the org chart
- Open Members. Go to Team/Org › Members.
- Switch to Hierarchy. Choose Hierarchy in the view menu at the top right.
- Choose the connections. Open the chart settings. Under Connections, choose Manager to draw reporting lines or Department to group people by department. Under Titles, choose whether each circle shows the person's Name or Title.
- Explore. Zoom and drag the chart. Click a person to see their top skills, their email address and View profile.
- Find someone. Type a name in the search box. Matches are highlighted, and the arrows step from one to the next.
Check it worked
- With Connections set to Manager, everyone is linked to their manager and nobody floats alone, apart from the top of the organisation.
- Managers see their direct reports in My Circle.
- Filtering Team/Org › Members by a manager shows that manager's people.
Tips
- Invite managers before their teams. People can then pick their manager when they create their profile.
- Use filters on the chart. Filter by department, location or tag to see one part of the organisation.
- Let the HR system lead. If you sync, correct managers and departments there, so the chart and your HR records always agree.
- Use the chart to explore skills. Everyone can use it to get to know colleagues. See Explore your organisation.
Troubleshooting
| What you see | Why | What to do |
|---|---|---|
| A person floats alone in the chart | They have no direct manager | Set Direct Manager in Manage Members |
| A manager's team is empty in My Circle | Their people don't have them as direct manager | Set the direct manager for each team member |
| A manager change reverts after a while | The person is synced from your HR system | Change the manager in your HR system, then click Sync Now on the connector |
| Synced people have no managers | The manager field holds a name or employee ID | Send the manager's email address in the HR field |
| A person can't find their manager in the list | The manager hasn't joined MuchSkills yet | Invite the manager, then set it once they have joined |
| A department is missing from the Department menu | It hasn't been created | Add it in Team Settings. See Manage departments |
Frequently asked questions
Is there a separate org chart menu?
No. The org chart is the Hierarchy view in Team/Org › Members. You don't draw it: MuchSkills builds it from each person's direct manager and department.
Where do reporting lines come from?
From your HR system if you sync one, otherwise from each person, who picks their direct manager when they set up their profile. Admins can review and correct every manager in Manage Members.
Why is a manager missing their team in My Circle?
My Circle shows the people who have that manager as their direct manager. If reporting lines are missing or wrong, set the direct manager for each team member in Manage Members, or correct it in your HR system.
I changed someone's manager and it changed back. Why?
The person is synced from your HR system, which stays the source of truth. A sync icon shows next to fields that come from it. Change the manager in your HR system and the next sync brings it in.
Our HR sync brings in people but no managers.
The manager field must hold the manager's email address. A name or an employee ID can't be matched. Ask your HR administrator to send the email address, then run Sync Now.
Can people change their own manager?
Yes, in Profile Settings › Teams. Admins can change it for anyone in Manage Members. If people are synced from an HR system, change their manager there instead.
Who can see the org chart?
Everyone in your organisation can open the Hierarchy view in Team/Org › Members and click a person to see their top skills.