{"id":402934,"date":"2023-10-03T05:51:45","date_gmt":"2023-10-03T05:51:45","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=402934"},"modified":"2023-10-17T10:48:24","modified_gmt":"2023-10-17T10:48:24","slug":"user-manual-of-odoo-employee-organizational-chart","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/user-manual-of-odoo-employee-organizational-chart\/","title":{"rendered":"User Manual of Odoo Employee Organizational Chart"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>INTRODUCTION<\/strong><\/h2>\n\n\n\n<p>Display hierarchy with Odoo Employee Organizational Chart!<\/p>\n\n\n\n<p>In every organization, it\u2019s a wise decision to display the hierarchy to employees. It helps clear the line of authority and business reporting.<\/p>\n\n\n\n<p>Also, it presents a clearer understanding of employee roles and responsibilities and shows the line of growth opportunities for employees.<\/p>\n\n\n\n<p>Odoo Employee Organizational Chart allows an employee to visualize their hierarchy. It permits businesses to manage and picture their workforce.&nbsp;<\/p>\n\n\n\n<p>Moreover, the Odoo app simplifies the creation and maintenance process of the organizational hierarchy chart.<\/p>\n\n\n\n<p>The organizational chart helps promote transparency within the workforce.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>FEATURES<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>It adds an organizational chart menu in the Employee module.<\/li>\n\n\n\n<li>Odoo Employee Organizational Chart creates a hierarchy chart of the company.<\/li>\n\n\n\n<li>You can filter the organizational chart by companies and managers.<\/li>\n\n\n\n<li>You can also reset the filter and zoom in or out on a chart.<\/li>\n\n\n\n<li>The Odoo app allows you to download the hierarchy chart in PDF format.<\/li>\n\n\n\n<li>You can even download the organizational chart in Excel.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>INSTALLATION<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once you purchase the App from Webkul store, you will receive the link to download the zip file of the module.<\/li>\n\n\n\n<li>Extract the file on your system after the download finishes. You will be able to see a folder named- \u2018hr_employee_org_chart.\u2019<\/li>\n\n\n\n<li>Copy and paste this folder inside your Odoo Add-Ons path.<\/li>\n\n\n\n<li>Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.<\/li>\n\n\n\n<li>Then, open the Apps menu and click on \u2018Update Modules List.\u2019<\/li>\n\n\n\n<li>In the search bar, remove all the filters and search \u2018hr_employee_org_chart.\u2019<\/li>\n\n\n\n<li>You will be able to see the module in the search result. Click on \u2018Install\u2019 to install it.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>WORKFLOW<\/strong><\/h2>\n\n\n\n<p>Let\u2019s check out how the Odoo Employee Organizational Chart works.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>CONFIGURATION<\/strong><\/h3>\n\n\n\n<p>1. Open the \u2018Employees\u2019 module and select the \u2018Organizational Chart\u2019 submenu.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-251.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"612\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-251-1200x612.png\" alt=\"opening-odoo-employee-organizational-chart\" class=\"wp-image-403108\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-251-1200x612.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-251-300x153.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-251-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-251-768x392.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-251-1536x783.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-251.png 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<p>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 &amp; out with the buttons.<\/p>\n\n\n\n<p>The \u2018Clear Filter\u2019 button will reset the organizational chart to default criteria.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-250.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"613\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-250-1200x613.png\" alt=\"checking-different-filters-in-odoo-employee-organizational-chart\" class=\"wp-image-403107\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-250-1200x613.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-250-300x153.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-250-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-250-768x392.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-250-1536x784.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-250.png 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<p>3. The Odoo app provides the option to export the organizational chart in Excel or print a PDF of it.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-249.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"613\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-249-1200x613.png\" alt=\"export-options-in-odoo-employee-organizational-chart\" class=\"wp-image-403106\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-249-1200x613.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-249-300x153.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-249-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-249-768x392.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-249-1536x784.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-249.png 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<p>4. The downloaded PDF file appears like this.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/downloaded-pdf-of-employee-organization-chart.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"600\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/downloaded-pdf-of-employee-organization-chart-1200x600.png\" alt=\"downloaded-pdf-of-employee-organization-chart\" class=\"wp-image-406039\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/downloaded-pdf-of-employee-organization-chart-1200x600.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/downloaded-pdf-of-employee-organization-chart-300x150.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/downloaded-pdf-of-employee-organization-chart-250x125.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/downloaded-pdf-of-employee-organization-chart-768x384.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/downloaded-pdf-of-employee-organization-chart-1536x768.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/downloaded-pdf-of-employee-organization-chart.png 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<p>5. The Excel file will appear something like this in your system.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/downloaded-xls-of-employee-organization-chart.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1200\" height=\"600\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/downloaded-xls-of-employee-organization-chart-1200x600.png\" alt=\"downloaded-xls-of-employee-organization-chart\" class=\"wp-image-406041\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/downloaded-xls-of-employee-organization-chart-1200x600.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/downloaded-xls-of-employee-organization-chart-300x150.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/downloaded-xls-of-employee-organization-chart-250x125.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/downloaded-xls-of-employee-organization-chart-768x384.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/downloaded-xls-of-employee-organization-chart-1536x768.png 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2023\/10\/downloaded-xls-of-employee-organization-chart.png 1600w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>NEED HELP?<\/strong><\/h2>\n\n\n\n<p>Hope you find the guide helpful! Please feel free to share your feedback in the comments below.<\/p>\n\n\n\n<p>If you still have any issues\/queries regarding the same, please raise a ticket at the <a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\">UV Desk<\/a>.<\/p>\n\n\n\n<p>Also, please explore our <a href=\"https:\/\/webkul.com\/odoo-development\/\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo development<\/a> services &amp; an extensive range of quality <a href=\"https:\/\/store.webkul.com\/Odoo.html\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Apps<\/a><em>.<\/em><\/p>\n\n\n\n<p>For any doubt, contact us at our <a href=\"mailto:support@webkul.com\" target=\"_blank\" rel=\"noreferrer noopener\">support mail<\/a>.<\/p>\n\n\n\n<p>Thanks for paying attention!!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>INTRODUCTION Display hierarchy with Odoo Employee Organizational Chart! In every organization, it\u2019s 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 <a href=\"https:\/\/webkul.com\/blog\/user-manual-of-odoo-employee-organizational-chart\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":383,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2007],"tags":[14864,1267,13385,13605,12280,14861,14862,14863],"class_list":["post-402934","post","type-post","status-publish","format-standard","hentry","category-odoo","tag-hierarchy-chart","tag-odoo","tag-odoo-admin","tag-odoo-app","tag-odoo-employee","tag-odoo-employee-organizational-chart","tag-organizational-chart","tag-organizational-hierarchy-chart"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User Manual of Odoo Employee Organizational Chart - Webkul Blog<\/title>\n<meta name=\"description\" content=\"Odoo Employee Organizational Chart helps businesses maintain transparency about organizational structure and hierarchy for better management.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/webkul.com\/blog\/user-manual-of-odoo-employee-organizational-chart\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"User Manual of Odoo Employee Organizational Chart - Webkul Blog\" \/>\n<meta property=\"og:description\" content=\"Odoo Employee Organizational Chart helps businesses maintain transparency about organizational structure and hierarchy for better management.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/webkul.com\/blog\/user-manual-of-odoo-employee-organizational-chart\/\" \/>\n<meta property=\"og:site_name\" content=\"Webkul Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/webkul\/\" \/>\n<meta property=\"article:published_time\" content=\"2023-10-03T05:51:45+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-17T10:48:24+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/webkul.com\/blog\/wp-content\/uploads\/2023\/09\/image-251-1200x612.png\" \/>\n<meta name=\"author\" content=\"Mohd. 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