The following frequently asked questions provide details on the most commonly asked about pieces of the Organization Chart feature. Click a question from the list here to navigate directly to the corresponding answer, or scroll through the full list of questions and answers below.
The organization chart refers to the supervisor assignments made within each employee's staff information record. Within those records each employee may have a work, timesheet, and time off supervisor assigned to him or her. Which of those assignments is used to generate the chart is based on the Supervisor Type selection made on the Organization Chart Settings page.
The letter codes in brackets after each worker's name represent the payroll category for each person as entered on the "Payroll" tab of the Staff Information record. The code key is as follows:
[R] = Full Time or Part Time w/Benefits
[S] = Part Time w/o Benefits or Per Diem
[C] = Consultant
[T] = TEP Program
[L] = On Leave
[V] = VISTA
[I] = Intern
[U] = Volunteer
The numbers are present only for staff who are identified as supervisors on the "Work Role" tab of the Staff Information record for the people they supervise.
The first numeral indicates the number of direct supervisees under the worker. The second numeral, displayed after an underscore (_), indicates the number of people on the worker's "branch" of the organization chart if there are other levels below the direct supervisees. The "branch" count includes the worker after whose name the number appears.
A terminated employee will continue to show up on the organization chart (with an asterisk next to his or her name) if there are one or more supervisees still assigned to him or her. To re-assign those supervisees, open the staff information record for each and change the supervisor assignments as appropriate, then update to save your changes. For more information on staff information records, click here.