Organisation tree

In simple words

Organisation tree is part of HR & Payroll. See who reports to whom. This guide takes you through it in 9 short steps.

Where it fits in your work — Hire. Applications move through a recruitment pipeline; an accepted offer creates the employee record.

Before you start

• You need to be signed in to your company's workspace. HR & Payroll appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Organisation tree belongs to People in HR & Payroll. See who reports to whom.

Step by step

1. 1

   Step 1

   Open HR & Payroll

   Sign in and open the HR & Payroll panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Departments”

   In the left menu, click “Departments”. The “Departments & Teams” screen opens.

3. 3

   Step 3

   Choose a view

   Use the tabs at the top of the screen to switch between:

   • Departments8
   • Designations24
   • Teams8
4. 4

   Step 4

   Find what you need

   Type in the search box (“Search this list…”) to find a record quickly.

5. 5

   Step 5

   Narrow the list

   Use these filters to see only what you want:

   • Search
   • Code
   • Head
   • Employees
   • Designations
6. 6

   Step 6

   Read the list

   Each row shows:

   • Name
   • Code
   • Head
   • Employees
   • Designations
   • Teams
7. 7

   Step 7

   Add a new one

   Click “New Department” to add one. A form opens for the details.

8. 8

   Step 8

   Other actions on this screen

   You will also see these buttons:

   • Departments8
   • Designations24
   • Teams8
9. 9

   Step 9

   Done

   See who reports to whom.

Tips

• You can use more than one filter together (Code, Head, Employees) to see exactly the records you want.
• The search box accepts: Search this list…. Start typing and the list narrows down.
• The tabs (Departments8, Designations24, Teams8) show different views of the same data — switching tabs never changes anything.
• Click a row to open that record and see all of its details.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open HR & Payroll → Open “Departments” → Choose a view → Find what you need → Narrow the list → Read the list → Add a new one → Other actions on this screen → Done

What it connects to

• Finance

  Salary payouts post to Finance automatically.

• Online Tests

  Candidates take online tests from the hiring pipeline.

• SOPs & Policies

  New joiners get their procedures assigned.

• Team Chat

  Leave and approval notifications can reach the team channel.

What you will see on this screen

These are the parts of the Departments & Teams screen, exactly as they appear in the product.

Why use HR & Payroll

HR & Payroll replaces hr & payroll software, on the same login and the same data.

• Hire, onboard, track attendance and pay from one record
• Employees self-serve leave, salary and documents — HR stops chasing
• Payroll posts to Finance automatically
• Managers approve leave and timesheets where they already work

Who uses HR & Payroll

• HR team

  Run recruitment, employee records, leave rules and payroll.

• Managers

  Approve leave and see their team's attendance.

• Employees

  Check in, request leave, view payslips and documents themselves.

• Super Admin

  Set permissions and see HR analytics for the whole company.

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