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    User Manual of Odoo Employee Organizational Chart

    Updated 17 October 2023

    INTRODUCTION

    Display hierarchy with Odoo Employee Organizational Chart!

    In every organization, it’s a wise decision to display the hierarchy to employees. It helps clear the line of authority and business reporting.

    Also, it presents a clearer understanding of employee roles and responsibilities and shows the line of growth opportunities for employees.

    Odoo Employee Organizational Chart allows an employee to visualize their hierarchy. It permits businesses to manage and picture their workforce. 

    Moreover, the Odoo app simplifies the creation and maintenance process of the organizational hierarchy chart.

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    The organizational chart helps promote transparency within the workforce.

    FEATURES

    1. It adds an organizational chart menu in the Employee module.
    2. Odoo Employee Organizational Chart creates a hierarchy chart of the company.
    3. You can filter the organizational chart by companies and managers.
    4. You can also reset the filter and zoom in or out on a chart.
    5. The Odoo app allows you to download the hierarchy chart in PDF format.
    6. You can even download the organizational chart in Excel.

    INSTALLATION

    1. Once you purchase the App from Webkul store, you will receive the link to download the zip file of the module.
    2. Extract the file on your system after the download finishes. You will be able to see a folder named- ‘hr_employee_org_chart.’
    3. Copy and paste this folder inside your Odoo Add-Ons path.
    4. Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
    5. Then, open the Apps menu and click on ‘Update Modules List.’
    6. In the search bar, remove all the filters and search ‘hr_employee_org_chart.’
    7. You will be able to see the module in the search result. Click on ‘Install’ to install it.

    WORKFLOW

    Let’s check out how the Odoo Employee Organizational Chart works.

    CONFIGURATION

    1. Open the ‘Employees’ module and select the ‘Organizational Chart’ submenu.

    opening-odoo-employee-organizational-chart

    2. The page will show you the employee hierarchy. You can filter the organizational chart based on company and manager. Additionally, you can zoom in & out with the buttons.

    The ‘Clear Filter’ button will reset the organizational chart to default criteria.

    checking-different-filters-in-odoo-employee-organizational-chart

    3. The Odoo app provides the option to export the organizational chart in Excel or print a PDF of it.

    export-options-in-odoo-employee-organizational-chart

    4. The downloaded PDF file appears like this.

    downloaded-pdf-of-employee-organization-chart

    5. The Excel file will appear something like this in your system.

    downloaded-xls-of-employee-organization-chart

    NEED HELP?

    Hope you find the guide helpful! Please feel free to share your feedback in the comments below.

    If you still have any issues/queries regarding the same, please raise a ticket at the UV Desk.

    Also, please explore our Odoo development services & an extensive range of quality Odoo Apps.

    For any doubt, contact us at our support mail.

    Thanks for paying attention!!

    Current Product Version - 1.0.0

    Supported Framework Version - Odoo 16, 15, 14

    . . .

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