Overview
The Organisation Chart offers a visual representation of leave approvers and the relationship to their peers. It can be accessed from HR > Employee Setup > Organisation.
Each employee can be added to the Organisation Chart as a manager and/or reportee.
Higher-level positions act as approvers to the lower grades.
Each different colour represents a different department within the company, which colours are automatically assigned by Indigo Payroll when creating new Departments.
Adding an employee to the Organisation Chart
Find the required approver.
Click on their entry once to expand into a full icon.
Next, search for the employee you would like to add in the left-hand prompt.
Then click and drag the employee to the approver icon and let go. This will sort the employee at one level lower than the approver, indicating that the approver can now approve the employee's leave.
Once ready, click Save (💾 button) to commit all changes.