Introduction
Odoo’s Org Chart feature provides a visual representation of an organization’s structure, making it easier to manage teams and understand reporting relationships. It helps HR departments view employees’ reporting hierarchy and roles in a tree-like format. Below is a step-by-step guide to access and manage the Org Chart in Odoo.
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Steps to View the Organizational Chart in Odoo
1. Go to the Employee Dashboard
- Log in to your Odoo instance with the necessary access permissions.
- From the main dashboard, navigate to the Employees module.
2. Click Employee > Org Chart
- Inside the Employees module, look for the Org Chart option in the menu or tabs.
- Click Employee > Org Chart to open the organizational hierarchy view.
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3. See the Employee and Click on the People
- In the Org Chart, you will see employees displayed in a hierarchical tree, based on their roles and reporting lines.
- Click on a person or employee to view their details and reporting relationships.
4. Show the People Added
- When you select an employee, the system will show their subordinates or team members (if any).
- You can also see who they report to, allowing for easy management of roles and positions.
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Conclusion
Using the Org Chart feature in Odoo simplifies employee management by providing a clear view of the organization’s structure. It enables HR teams and managers to visualize the reporting hierarchy, quickly identify team members, and ensure smooth organizational operations. This tool ensures better management of employee roles and helps in making informed decisions about reporting structures and staffing.
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