Video guide · People and time off

How the org chart works in TracefyHR: who reports to whom

The org chart maps your whole company, built from the manager set on each person's profile. In this short video you search for someone and see their reporting line, focus on one team, switch the layout, set a manager on a profile, and see how employees find themselves in one click.

  • 0:51 long
  • For managers, HR and employees
  • English captions and transcript

What you'll learn

  • How the chart builds itself from the Reports To field on each profile
  • How to search for anyone and see their reporting line stand out
  • How to focus on one team, or switch between a horizontal and a vertical layout
  • Why setting someone's manager once sends their leave requests to that manager first
  • What your team sees: their own place on the chart in one click, and no salaries

Prefer reading?

The org chart

The same task in the user guide, step by step with screenshots.

Open the article

Transcript

The full narration of the video. Select a time to jump to that moment.

0:00What the org chart shows

0:01A new joiner asks who their manager is. Now you can just show them.

0:06The org chart maps your whole company, built from each person's manager.

0:11Search, focus and switch layout

0:12Search for anyone, and their reporting line stands out.

0:17Focus on one team to see it clearly, or switch the layout.

0:23Set each person's manager

0:24Set someone's manager once, and their leave requests reach that manager first.

0:30What your team sees

0:32Your whole team can open it, and find themselves in one click.

0:36Salaries never show on the chart.

0:39No more redrawing boxes in a slide deck. Your chart builds itself.

0:46Keep it accurate by setting Reports To on each profile.

Common questions

How is the org chart built in TracefyHR?

From the Reports To field on each employee profile. Set each person's manager once and the chart builds itself, and changes show the next time you open it.

Can employees see the org chart?

Yes. Everyone on your team can open it from their portal and find themselves in one click. Their view is read-only, with each person's name, title, department and photo.

Does the org chart show salaries?

No. Salaries never show on the org chart, for anyone who opens it.

Does the org chart decide who approves leave?

Partly. When you set someone's manager, their leave requests reach that manager first. Approval isn't limited to that chain, so your other leave approvers still get the request.

All video guides
Length 1:11

People: every employee in one place

See how TracefyHR People keeps every employee in one place: add someone in about a minute, import your team from Excel, open profiles and archive leavers.

For managers and HR

Length 1:11

Leave: requests and approvals in one click

Watch how TracefyHR handles leave: employees request time off and see their balance, managers approve in one click, and requests export to Excel.

For managers and HR

Length 1:14

Attendance & daily reports

See how TracefyHR attendance works: staff check in on the web or mobile app with a daily plan, and managers see who is in, approve fixes and export to Excel.

For managers, HR and employees

Ready to transform your HR?

Set up your company, invite your team, and see if TracefyHR fits. Free for 30 days — no credit card required, cancel any time.