Every role can see the org chart. In the browser and in the app, you open it via “Menu” → “Team” → “Org chart”.
Read the org chart
At the top you switch between “Location” and “Network”. You filter with “Search by name” and “Role”. Employees and shift leads see their location. Head office only sees the “Network” view with locations, partners and managers – without employee names. In the browser you print with “Print” or save with “Export PDF”.
Assign a manager (partner)
Tap “Change manager” next to the person.
Choose the “Manager” and optionally up to five more.
Tap “Save”.
It is quicker with “Apply suggestions”: employees then report to the shift lead, and the shift lead reports to you.
Create departments
As a partner, tap “Departments” in the “Rota”. For head office, “Departments” is in “Menu” under “Settings”.
Enter a name under “Department name”, for example “Bakery”. Partners choose their location or “All locations” under “Applies to”.
Tap “Create”.
You can rename, sort and delete departments. In the rota you assign shifts to a department.
