Org chart

See who reports to whom, expand and collapse branches, and understand how reporting lines are set and protected.

The org chart shows who reports to whom. It’s built from the manager set on each employee record, so it’s always up to date with your HR data. It’s also the quickest way to spot someone whose reporting line is missing or broken.

Who can use it#

Permissions

employee.viewemployee.view_sensitive

The org chart needs only employee.view, which the built-in Member and Viewer roles include, so most people in your organization can see it. Names on the chart link to employee profiles only if you also have employee.view_sensitive.

Open the org chart#

Click Org chart in the sidebar, or click the Org chart button at the top of the People page. Back to people returns you to the list.

Read the chart#

People with no manager are at the top level. In the Everyrealm demo, Marcus Devlin, the founder and CEO, is at the top, with Priya Raghunathan (COO), Tobias Lindqvist (CIO) and Gregor Pavlovic (Head of Product & Engineering) among those reporting to him.
Everyone else is nested under their manager.
Each row shows the person’s name, their position and department (or their employee number if neither is set), and how many direct reports they have, for example “4 reports”.
Anyone who isn’t active, such as someone suspended or who has left, has a status badge beside their name.

Expand and collapse branches#

The top two levels open expanded. Click the arrow beside a name to expand or collapse that person’s reports.

Not on the chart#

If some people can’t be placed in the tree, they’re listed in a separate Not on the chart section at the bottom rather than being hidden. This happens when their manager chain doesn’t reach anyone at the top, usually because a manager record is no longer there, or because an old reporting line loops back on itself. Setting a valid manager on their record places them in the tree.

How reporting lines are set#

Each employee record has one manager, who must be another employee in the same organization. The chart updates as soon as a manager changes. Reporting lines matter beyond the chart too. For example, feedback with Managers visibility reaches everyone above a person in their reporting line (see Performance).

Setting a manager

The web app doesn’t yet have a form for setting an employee’s manager. Someone with employee.manage sets it through the UnitX API. Every manager change is kept in the person’s employment history.

Two rules protect the chart:

An employee can’t be their own manager.
A reporting line can’t loop. If the manager you pick already reports to this person, directly or further down, the change is refused. Pick someone higher up, or change the other person’s manager first.

Limitations#

Each person has exactly one manager. Dotted-line or matrix reporting isn’t shown.
The chart is a list-style tree. There’s no drag-and-drop or picture view.
Departments don’t have a head in the chart. Reporting lines live on people, not on departments.

FAQ#

Why is someone missing from the chart?

Look under Not on the chart at the bottom. Their manager chain doesn’t reach the top, usually because their manager’s record is gone. Setting a manager on their record places them.

Why can’t I click names on the chart?

Names link to employee profiles only if you have employee.view_sensitive. Without it, you can see the structure but not the personnel records.

Can two people manage each other?

No. That would be a loop, and the second change is refused.

Still stuck? Search the docs with ⌘K, open Help inside UnitX, or contact support.