How to Create an Organization Chart

This feature will provide a clear view of reporting structures and team hierarchies within the company

1. Log in to your portal (e.g., yourcompany.instaff.org) as an Administrator.

2. From the left-hand menu, go to Company Directory.

3. Select the Organization Chart tab

4. Go to Chart Settings.

5. Click New Chart.

6. Enter the required details and, if desired, enable Set as Default Chart.

7. Click Create Chart.

8. Return to Company Directory. Under Current Chart, the newly created Organization Chart will appear. From there, you can begin adding positions - How to Edit an Organization Chart