Viewing Organization Chart - Knowledge Base | BerniePortal

Viewing your Org Chart

Use the Org Chart to see your company's reporting hierarchy, expand teams, open employee profiles, and download a PDF.

Who can view the Org Chart:

Employers and Feature Admins can open the Org Chart from Employees. Global Admins who are acting as the employer use the same path.

To view the Org Chart:
  1. Go to Employees in the top navigation.
  2. Select Org Chart in the secondary navigation.
  3. To expand or collapse a branch, select an employee row that shows a plus icon. Rows without direct reports do not expand.
  4. Select an employee's name to open their profile.
  5. Select DOWNLOAD PDF to download a PDF of the Org Chart.
If the page shows No Managers assigned yet, assign managers before the hierarchy can appear. See Creating your Org Chart.

To assign managers from this page:
  1. Select ASSIGN MANAGERS.
For mass assignment steps, see Assign Managers.

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