Org chart
The org chart shows who reports to whom, from each person’s manager on record. It is built from the same reporting lines that decide who approves whose leave and timesheets, so it is always up to date.
Who can see the org chart: Owner, HR admin, Payroll admin, Payroll approver, Manager, Employee.
Every member sees it, as a staff directory would show it: names, job titles, departments, worksites and how many people report to each person. It never shows contact details, pay or identity numbers. Only people who are allowed to open a profile get the Open profile link.
Open the org chart
Section titled “Open the org chart”Select Org chart in the menu. The line at the top says how many people are on the chart, how many are at the top, and how many have no manager on record.
People appear from their first day and leave the chart when their employment ends.
Chart or list
Section titled “Chart or list”Switch between two layouts at the top of the page:
- Chart shows people as cards, one level at a time. Choose a person, then Show their team in the chart to open the level below.
- List shows the same people as a tree. Use the arrow keys to move up and down and to open or close a row.
Choosing a person shows their role, worksite and reports in the panel beside the chart, with Show reporting line and Open profile.
Find someone
Section titled “Find someone”Type at least two letters of a name or job title in Find a person or job title, and choose the person. The chart opens their reporting line from the top down, with them selected. Select Show the whole chart to go back.
You can also narrow the chart by department. Someone whose manager is filtered out is shown at the top, with a note naming the manager.
Problems the chart shows
Section titled “Problems the chart shows”The chart shows data problems rather than hiding them:
- No manager. People with no manager on record are shown at the top.
- Manager has left. People who report to someone whose employment has ended are shown at the top, and listed in a warning above the chart with a link to each. Give them a new manager, or move them all at once from the leaver’s profile. See Employment changes.
- A reporting loop. Cadre doesn’t let you create one, but if one is ever found, each person in it is shown at the top and the loop is listed as an error. Tell Cadre support, quoting the names.
At an agency
Section titled “At an agency”An agency’s own staff and its workers at clients are kept apart. Own staff shows the agency’s own structure. Client worksites shows workers placed at clients, grouped under each client worksite, with the reporting lines among them.
The Client worksites view is not shown to members who are only employees. A member who looks after only some clients sees only those clients’ worksites. Agencies can also filter by legal employer and worksite. See Client access.