Employee Hierarchy

View the organizational hierarchy by designation and create teams. Go to Dashboard → HRMS → Employee Hierarchy; use the Hierarchy and Team tabs, then the + icon to create teams and add members.

Path

Dashboard → HRMS → Employee Hierarchy

Use this path to open the Employee Hierarchy screen: from the dashboard, select HRMS in the left panel, then select Employee Hierarchy from the HRMS cards.

Step 1: Go to dashboard, select HRMS, then Employee Hierarchy

From the CA Cloud Desk dashboard, open the left navigation and click HRMS. On the HRMS page, click the EMPLOYEE HIERARCHY card to open the Employee Hierarchy screen.

Dashboard with HRMS selected and Employee Hierarchy card

Dashboard — select HRMS, then Employee Hierarchy.

Step 2: Employee Hierarchy

On the Employee Hierarchy screen you can switch between the Hierarchy and Team tabs. In the Hierarchy view, employees are shown according to the designation provided to them, in an organizational chart. Use Expand All to see the full tree.

Employee Hierarchy view with Hierarchy tab and org chart by designation

Employee Hierarchy — Hierarchy tab; employees shown by designation.

Step 3: Create Team, add team members (use + icon)

Switch to the Team tab to see the list of teams (Team Name, Team Incharge, Team Members, Action). To create a new team, click the blue + icon at the top right. You can also add more team members to existing teams using the same + icon or the edit (pencil) action for that team.

Team tab with table and + icon to create team or add members

Team tab — use the + icon to create a team or add team members.

Step 4: Fill details to add team member, then Save

In the Add Team dialog, fill in the required fields and click Save:

Add Team form