Company Organizational Chart - Knowledge Base | BerniePortal

Creating your Org Chart

Assigning a manager to an employee builds your company's Org Chart hierarchy in BerniePortal.

Who can assign managers:

Employers and Feature Admins can assign managers on an employee's profile. Global Admins who are acting as the employer use the same path.

To assign a manager:
  1. Go to Employees in the top navigation.
  2. Select an employee from the list.
  3. On the Employee Profile tab, go to the Other Info section.
  4. Select the pencil icon next to Other Info.
  5. In the Manager field, search for the manager, then select their name from the results.
  6. Select SAVE.
Your organization may use a custom label instead of Manager. See Labeling.

To view the hierarchy after you assign managers, see Viewing your Org Chart.

To mass assign managers:

For mass assignment steps, see Assign Managers.

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