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How to Create Org Chart of Your Company?
How to Create Org Chart of Your Company?

How to add positions and departments?

Workstem CS avatar
Written by Workstem CS
Updated over 6 months ago

Step 1 :

Go to Company > Department, click [+New] in the upper right corner; first add the parent department of the company, enter the department name and department code, and click Save.

Step 2:

After all the parent departments are added, click [+New], enter the department name and code, and select the parent department just added as the parent department for it.

Step 3:

Click [Org Chart], and Workstem will display the superior-subordinate relationship between the various departments of the company, that is, the organizational structure according to the superior-subordinate relationship you set.

Note ⚠️

To edit employee profiles, if you want to define their Departments from the dropdown list, you have to create the Departments here first.

  • When doing your day-to-day operations (scheduling, attendance data, leave, payroll, etc.), you can always filter by Departments.

  • When doing bulk settings like scheduling and exporting reports, you can filter by Departments to quickly aquire the desired data for processing.

⚠️You can add your branch locations as Departments if your company is in the retail sector or catering industry.

⚠️You can also skip this step if your company doesn't have departments at all or come back when you need it for a quick test of the Workstem system.

How to add a position to a company/enterprise?

Go to Company > position,

Click [Add ] in the upper right corner, enter the position name and code, and save it.

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