By leveraging the employee list, profile pictures, and managers within QuickBooks Online Payroll, you can now create an employee organization chart that will let employees know their position, immediate supervisor, and chain of command within the organization. This functionality is available for QBO Core, Premium, and Elite subscriptions in both U.S. and Canadian versions of these QuickBooks Payroll products.
This QBO Payroll lets users view your reporting structure, assigned managers, job titles, email addresses, and phone numbers. The Admin can share some or all of this info with team members by enabling the org chart in QuickBooks Workforce.
The access path for this feature can be found from the Left Navigation Payroll menu item within QuickBooks Online Payroll. Select Employees and choose Org Chart next to List (highlighted in the illustration below).
Creating an Organizational Chart
To create an organizational chart, you must assign a manager for each of your employees. To do this, click the green Assign Managers button on the right side of the Org chart page (highlighted below).
When the Assign managers window opens, review and edit any appropriate manager assignments. Then, choose each employee's manager from the Manager drop-down (as illustrated by the red and green arrows in the graphic below).
Be sure to select Done when you finish making your employees' managerial assignments.
Add information to the Organizational Chart
The Org chart lets you incorporate job titles, email addresses, and phone numbers into the available chart information. From the Org Chart accessed within QuickBooks Online Payroll via the Left Navigation Menu, then Payroll, then Employees, and then Org Chart (found next to List).
Select Start or Edit for the section you want to update:
- To update the employee's phone or email, go to Personal info and make changes or additions as appropriate.
- To update the employee's job title, go to Employment details and make changes or additions as appropriate.
Be sure to Save your edits or additions after completing them.
Your changes will be evident upon returning to the Org chart (as seen in the illustration below).
Turn On or Off the Organization Chart in Workforce
Pay attention to the 'green arrow' in the illustration above. If you have not displayed your Org chart to your employees, the prompt will read Show org chart in Workforce (Off). By clicking the prompt, you will enable your employees to view other employees' information within their QuickBooks Workforce log-in.
If you previously enabled the display of the org chart to your employees, the prompt will read Show org chart in Workforce (On). Remove the check mark next to the prompt to turn off the display of Org chart information within QuickBooks Workforce.
My Thoughts on this Feature
I must say that I am very impressed by this functionality. It took a lot of creativity and "out of the (typical employee list) box" thinking by the QBO Payroll/HR team that worked on this. They've done a great job of making organization charts with employee information and job titles available for those needing them.
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