Leave, holidays and org chart aren’t turned on for every company. To turn them on for yours, email contact@omnivoo.com.
Where to find it
Click People in the left sidebar, then Org chart. (The page URL is/employer/people/org.) View as org chart → on the Directory opens it too.
The header names your company, then how many people, EOR employees, contractors and countries are on it. Chart and List switch between the drawing and a list of the same people. Export CSV and Who can see it sit beside them.
Anyone on your team who can manage people can change the chart. Everyone else sees it without the controls for changing it.
Setting it up
Before anyone has a manager, the page reads Set up your org chart: “Nobody has a manager yet. Say who’s at the top, then who each person reports to, and the chart draws itself.”1
Say who's at the top
Usually the founder or CEO. They don’t need to be on payroll: anyone on your team can be at the top.
2
Click Add reporting lines
A row for each person, with a manager to pick. Someone in a department with a head gets that head suggested.
3
Save
Save 12 reporting lines saves them all at once and the chart draws itself.
Upload a spreadsheet
Upload a spreadsheet reads a CSV with the columns Email and Reports to, where Reports to is the manager’s email. Export CSV gives you a file in that shape to fill in. Before anything saves, each row says what will happen to it:
Rows that can’t be saved are skipped, and the page says how many.
People with no manager
Once the chart has started, anyone still without a manager is named in a banner, for example “3 people have no manager yet, so they’re not on the chart: Neha Sharma, Rahul Verma and Kenji Sato.” Add reporting lines takes you to their rows.Reading the chart
Each card shows the person’s name, job title, department, and whether they are an EOR employee or a contractor, and where. The company owner’s card reads Manager only when they are not on payroll.- 2 reports under a card opens their team. Expand all and Collapse all open or close every team.
- - and + zoom out and in, and Fit fits the chart to the screen.
- Top of the org starts the chart at the top. My team starts it at you.
- Colour by: Department colours each card by its department. Nothing turns colour off.
- Dotted lines shows who also reports to someone else, for project or matrix work.
A person’s panel
Click a card to open the person’s panel. It shows who they report to and since when, anyone they also report to, when they started, their department, and their direct reports. View profile opens their profile.Changing someone’s manager
1
Click Change manager on their panel
The dialog reads “Change Priya Nair’s manager”.
2
Pick the new manager
Anyone on your Directory or your team members can be a manager. The person’s own reports can’t be picked.
3
Choose the date
From is today or earlier. Their old reporting line closes on that date, so you can still see who their manager was before.
4
Click Save change
A message says “Priya Nair now reports to Meera Iyer.” with Undo.
Drag and drop
On a computer you can drag a card onto someone else’s card. The bar at the top reads “Drop Priya Nair on their new manager. You’ll confirm the date next.” Press Esc to cancel. Letting go opens Move Priya Nair to Meera Iyer? with the date to confirm. Their direct reports move with them and keep reporting to them. If they already also reported to the new manager, that dotted line is dropped, because the new manager becomes their main one. You can’t drop someone onto themselves, onto anyone below them, or onto the manager they already have.Departments
Click Change next to the department on a person’s panel to put them in a department, start a new one, or take them out of one. Manage departments lists every department, where you can rename one, set or change its head, and delete one once nobody is in it. A head is suggested as the manager of new people in their department.Who can see it
Who can see it chooses between:- Only you and your team members - people who sign in to this employer account.
- Your EOR employees too - they see it in the employee app.