administration:organization-structure

Organization structure

You can describe your company’s entire hierarchy in the ogranization chart. You can add divisions, deputies, roles that contain every employee in a department, and more.

To access the organization structure catalog, go to the Org chart tab.

By default, the Org Chat is expressed as a hierarchy (see screenshot above). From hierarchy view, you can switch a table view. The switch is in the top right corner of the screen.

You can add two types of columns: workflow columns for people and roles (like “Head of Department”) and organizational level columns for the names of departments, divisions, or units. There can be no more than eight organizational level columns in your catalog.

To add a department in the hierarchy mode, click Add department, fill out its name, and press Enter.

To rename/delete a department or add a subordinate department, hover over its name and click on the corresponding icon.

If your organization structure has several hierarchy levels, you need to manually create those levels first in the Pyrus orgchart first. Pyrus Sync will show the user attributes from Active Directory that will be added to the Pyrus organization structure during synchronization. Read more about this in the Synchronizing Pyrus with Microsoft Active Directory article.

Pyrus Tip: Use the organization chart to automatically send tasks to the appropriate department. For more information, visit see Workflow Editor -> Routing by department.

If there’s no designated head of department, the hierarchically higher department head will be designated by default. In the orgchart, you will see this person’s name in a pale gray font.

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