From the Dashboard, clicking "Setup Org Chart" will take you to a screen that looks like this:
This is where you will be building your company's Org Chart. Clicking the "Add Dept" button will give you a box that looks like this:
Simply enter a department name & click "Save."
From here, choose the appropriate button. "Add Dept" on the Company C line will allow you to add another department. "Edit" will allow you to edit the name of the department that you just added. "Delete" will delete the department you just added. "Add Position" will allow you to add a position to the "Sales" department. "Add Dept" on the "Sales" line will allow you to add a Child Department within the "Sales" department. For example, in our Company C, "Sales" has two sub departments: Inbound Sales and Outbound Sales. Each of these departments has a manager and several salespeople. To add these "child" departments, we click the "Add Dept" button on the "Sales" line.
A box will pop up, allowing you to input the name of the "Child" department. Input this information then click "Save."
We entered "Inbound Sales" as the Child Department, and now our Org Chart looks like this:
Now we will add a manager to our "Inbound Sales" department by clicking the "Add Position" button on that line. An "Add Position" box will pop up, allowing you to enter the pertinent data for this position.
Clicking "Save" will bring you back to the Dashboard, and you will see that the manager position has been added to our Org Chart. (Take note of the warnings reminding you that managers have not yet been set up. This warning will disappear once the manager's specific information has been inputted, in Step 5, "Add Employees.")
We repeat the above steps, again clicking "Add Position" on the "Inbound Sales" line, to add the position of Salesperson. When done, our Org Chart should look like this:
To add our 2nd sub-department under "Sales," we need to click the "Add Dept" button on the "Sales" line, just as done above. The "Add Department" box will pop up, allowing us to enter the "Child Department" name of Outbound Sales. We now use the "Add Position" button on the "Outbound Sales" line to add a manager and salesperson positions to this department. Our Org Chart should now look like this:
Finally, we need to add a Vice President of Sales as well as a Director of Sales. To do this, we click the "Add Position" button on the "Sales" line and enter the required information. Our completed Org Chart should look like this:
If desired, you can add your employee's pertinent information now, by clicking on an "Add Employee" button on each appropriate position. But for our purposes, we will explain that step in the article titled "Add Employees."