Review the organogram

Complete this task

Who can do it

Organisation administrators and authorised leaders.

Before you start

People must already have units, supervisors and leadership assignments.

Where to go

Open Organisation, then Organogram.

Steps

1. 1. Review the organisation head and first reporting level.
2. 2. Expand each branch to confirm supervisors and staff.
3. 3. Correct a missing line from the underlying person or leadership record.

Completion

The organogram displays the expected reporting relationships without unassigned branches.

What the organogram shows

The organogram shows the visible reporting structure for the organisation. It starts from institutional leadership and follows supervisor assignments through directors, supervisors, and staff.

How reporting lines are formed

Each connection comes from the supervisor selected on a staff profile. If a person's supervisor changes, the organogram updates with the new reporting line.

• Confirm the head of organisation role before reviewing the chart.
• Assign directors and supervisors to the correct staff records.
• Place staff under the supervisor who reviews their performance work.
• Keep unit placement current so each card shows the right department, division, or unit.

Why someone may not appear

A staff record may be excluded from the chart when it is an administrative setup account or when it does not have enough reporting information to sit under the organisation leadership chain.