Appearance
Org chart
The org chart is a picture of who reports to whom. You build it top-down — starting with the owner or leadership team, then adding departments and people underneath — and you can download it as an image to share or print.
Where to find it
Menu: HR › Org chart · Address: hub.siteconnect.ai/org-chartWho can use it: Admins by default. Other roles need the Org chart permission to view it, and the create, edit or delete rights to change it — see Roles and permissions.
The chart is drawn by hand: nothing appears on it automatically when you add employees or departments. That lets you show the structure the way your company actually thinks about it.
Start the chart
- Select Create the first position (or Add root in the top right).
- In Add position, choose the Type:
- Employee — a person. Use Select employee * to search for them.
- Department — one of your Teams / Departments. Use Select department *.
- Display name fills in automatically from the person or department. Change it if you want a different label on the box.
- Job title:
- For a person, it's shown read-only — job titles come from the person's contract (see Job titles).
- For a department, type any label you like, for example Field operations.
- Select Add.
Add positions underneath
Each box has three buttons along the bottom:
- + Add child — add a person or department that reports to this one.
- Edit — change who or what the box shows. The window is called Edit position; select Save when you're done.
- Delete — remove the box. Its child positions are removed with it, so you'll be asked to confirm Delete this position and all child positions? The top box can't be deleted.
Removing a box only changes the chart. The employee or department itself isn't touched.
Read the chart
- Person boxes show the display name and job title. Department boxes also show the department's manager and the number of members.
- Drag the background to move around, and scroll to zoom. The button next to Download PNG fits the whole chart back on the screen.
- A person who has been deactivated is labelled Disabled when you edit their box, so you know to replace them.
Download the chart
Select Download PNG. Site Connect saves an image of the whole chart that you can print or attach to an email.
Good to know
- To change a person's job title, add a contract appendix on their employee record — the chart picks up the new title.
- Department managers are set on Teams / Departments (Team lead), not on the chart.