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How to Create an Organization Chart in the Employees Menu on Talenta Web

Article author
Learning Center Mekari
  • Updated

In a company, there are various positions and specific divisions. Each division has its own structure, with each position having its own division of tasks and roles. Everything is presented in an organizational structure in the form of a chart.

On Talenta, Super Admins can add complete information, such as setting up managers individually or in bulk (bulk). Additionally, Super Admins can also customize the visibility of information that Employees can see through the Employee Organization Chart Module settings. This way, Employees can access the information in the form of an Organization Chart with only the necessary information.

Here is how to create an organization chart (organizational structure) on the Talenta web, which can be done by the Super Admin:

  1. Sign in to your Talenta account.

  2. Click the "Employees" menu, then select Employee directory.
    OPT12.png

  3. On the Employee list page, click “Org chart”.
    OPT29.png

  4. If you have not set up managers, click “(Amount) employees not set”.

  5. Click “Select manager” to choose a manager for each employee name in the pop-up that appears. Move from page to page by clicking “<” or “>”. When finished, click “Set [number] managers”.

    - In addition to this menu, you can select a Manager through the Employees info one by one. For the guide, click here.
    - You can also select Managers in bulk by clicking here. In that guide, you will find information on how to change information in General info Talenta in bulk, so make sure you select General info as shown below.
    1-1-1-1.png

  6. The Organization Chart will then appear as follows.
    APPL12.png

    No. Button/Icon Name Description
    1. Zoom in Button to enlarge the diagram view.
    2. Zoom out Button to reduce the diagram view.
    3. Fit to screen Button to fit the diagram view to your screen.
    4. Filter

    Filter the information displayed by the diagram based on:

    • Employee name
    • Photo
    • Organization
    • Job position
    • Branch
    5. Find me Button to find your position in the diagram.
    6. Expand all Button to remove all collapses and display all created structures.
    7. Export Button to download the diagram in image (Export Image) and PDF format.
    8. Guidebook Button to open the guidebook “How to Create an Organization Chart in the Employees Menu on Talenta Web”.
    9. Search bar Field to search for names, employee positions, and so on.
    10. Collapse (hide) Button to hide the structure below it.
    11. Collapse (show) Button to display the structure below it, indicated by a number. The number shows the number of employees whose diagram view is hidden.

    Important
    For employees to access it, the Super Admin needs to change the organization chart visibility settings in Settings. Click here to see the guide.

That is how to create an organization chart in the Employees menu on Talenta. Learn about other features such as Import and Export Prorate, here.