Organisation
The organisation chart is a service of its own: departments, positions and the people who hold them, with dates. One rule says who answers to whom - and every app, form, process and agent asks that rule instead of keeping a copy.
What it is for
- One rule for "their manager"
- A manager named by hand, else the seat a position reports to, else the head of the department, else the head above. Vacant seats are passed through. Everything on the platform uses this one answer.
- Positions, not only people
- People hold positions for a time. Give access to a position, and whoever holds it tomorrow has it.
- Fields of your own
- Add what your organisation records about a department, a position or a person.
- An API others can ask
- Other applications ask who someone is, who they answer to, their chain and their reports - as a signed-in person, with a token from your identity provider, or with a key.
- Shares
- Publish part of the chart - a department and what is under it, as structure only, with holders, or with contact details - to a partner or to the public.
- Fed by your directory
- People and groups come from your directory through the identity provider; the chart can be imported from a file.
Getting started
- Open the Organisation Center.
- Add departments and their heads, then positions.
- Put people in positions - with a start date, and an end date when one is known.
Tasks
Send an approval to a person's manager
- In a process, a form or a flow, ask for the manager of the person concerned.
- The chart answers at that moment, by the one rule.
- If the seat is vacant, the answer is the head above.
Share a department's chart
- Open Sharing in the Organisation Center.
- Choose the department and how much to show.
- Whoever holds the share reads that part of the chart, and nothing else.
Questions
Does it replace our HR system?
No. It is the place the platform - and any application you point at it - asks about structure. Where the facts come from is yours to decide.
What happens when a head leaves?
The seat is vacant and the rule passes through it to the head above, until someone holds it again.
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