The org chart shows the position reporting structure for a selected effective date. Position-to-position Reports to values form the hierarchy; employee assignments can add position holder names when your access permits.

Use a position dashboard’s Reporting structure widget to review manager spans, reporting layers, and position-level detail. Use an individual position’s Reports to value when you need to review or change one reporting relationship. The visual org chart remains a supporting view, not a primary navigation area.

Use the chart to review structure. Edit the position’s Reports to value when the relationship should change.

Before you begin

Position visibility follows the View positions or Manage positions permission for the relevant department. Changing Reports to requires the Manage positions permission for the position and the selected higher-level position. Employee names require the View employees permission for each employee’s owning department. You can see a position and its vacancy or staffing status without seeing the employee’s name.

What determines a position's place in the org chart
PositionThe position whose reporting line you are reviewing.
Reports toThe position directly above it in the reporting structure.
Effective dateThe date when that reporting relationship begins.
Org chart placementThe position appears beneath its selected Reports to position on the selected date.

What the org chart shows

Each position node can show:

  • Position name and number.
  • Vacancy or staffing status.
  • Job code and department.
  • Assigned employee names when you have the View employees permission for the employee’s department.
  • Positions that report directly to it.

Draft positions with current proposed values can appear in proposed views. Approved and proposed structures remain distinct.

Show archived positions

Turn on Show archived positions in the chart filters, then select Update chart. Archived positions are hidden by default. When included, they are labeled Archived in the chart and search results, and you can open their details.

You need the Manage positions permission as well as permission to view positions in the relevant department. The filter uses the selected effective date: it does not reactivate a position or add it back to staffing capacity. Turn the filter off to return to the current-position view.

Choose the effective date

Reporting lines can change by date. Select the date you want to understand before reviewing the hierarchy.

A future reporting-line change does not alter today’s chart. A backdated correction can change historical and current structure beginning on that date.

Change a reporting line

  1. Open the position whose reporting line you want to change.
  2. Select Details.
  3. Edit Reports to.
  4. Enter the effective date.
  5. Choose the position it should report to.
  6. Save the value and submit it for approval if required.

The available Reports to choices are active positions in departments where you can manage positions. FTE Tree prevents a position from reporting to itself, directly or anywhere through the reporting structure beneath it.

Position reporting lines can contain up to 25 levels, counting a top-level position as level 1. Reports to choices that would place the position, or any positions beneath it, below level 25 are not offered. If information changes before the form is saved, the same limit is checked again and the change is blocked with an explanation.

Top-level positions

A top-level position has no Reports to value. If your organization requires Reports to, a user with the Manage positions permission in All departments can still leave it blank to create an intentional top-level position.

An organization can have more than one top-level position. You do not need a generic root position.

Changing the field setting to Required does not automatically add reporting relationships to existing top-level positions.

Before suspending or eliminating a position

Review each position that reports to the affected position and record its next reporting relationship for the appropriate date. Reporting lines do not move automatically. A Reports to relationship cannot continue through its parent’s Suspended or Archived dates.

Copying an Archived Position creates a new draft and does not rebuild its former relationships. Review Suspend, reactivate, or eliminate a position when planning a lifecycle change.

Common questions

Why is a position missing from the chart?

Check the effective date, approved versus proposed view, archive status, department access, and whether the position has current values for that date.

Why can’t I choose a Reports to position from another department?

Reports to choices are limited to active positions in departments where you can manage positions.

Why did a position become top-level?

Check the selected date and the position’s approved Reports to history. Also check the chart filters and your department access. Suspending or eliminating a manager position does not automatically move its reporting positions: the affected reporting relationships must be resolved before the lifecycle change can be applied.