---
title: "Organizational Chart"
slug: "organizational-chart-2"
description: "The organizational unit hierarchy can be viewed on the organizational chart. It is also a convenient tool for organizational design."
tags: ["Local HR", "HR"]
updated: 2024-07-08T10:46:37Z
published: 2024-07-08T10:46:37Z
canonical: "help.lanteria.com/organizational-chart-2"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.lanteria.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Organizational Chart

The organizational unit hierarchy can be viewed on the organizational chart. It is also a convenient tool for [organizational design](/v1/docs/organizational-chart#edit-organizational-chart).

To open it, click **Org Structure** > ****Organizational Chart**** in the **Core HR** module menu.

![img002](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img002.png)

If you change filters, click **View** to refresh the chart.

![img003](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img003.png)

There are options to adapt the chart to better suit your purposes:

- Choose parameters from **Additional Filter** to view the organizational chart for organizational units belonging to specific organizational unit type, country, location and so on
- In case you select a particular organizational unit, select the **Include Sub OrgUnits** check box to include subordinate org units into the chart
- You can use the **Levels Up** and **Levels Down** fields to add the necessary number of parental/subordinate units to the chart
- Select the **Include Inactive Employees** check box to include employees with the **Inactive** status into the chart
- Select the **Include Terminated Employees** check box to include terminated employees into the chart. Employees with the **Pending Termination** status will be displayed on the chart irrespectively of the choice for this check box.
- If there is no need for information on the employees working in each of the units, select **Yes** from the **Hide Employees** drop-down list and the chart will only display information on org unit names, types and org unit managers

You can export the chart as a **.pdf** document by clicking the **Export to PDF** link.

## Edit Organizational Chart

There are buttons at the bottom of each org unit box that are used for quick editing of the company org structure:

- Click the **Edit** (![edit](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/edit.png)) icon to edit the properties of the org unit. The edit form that opens is the same as described in the [Organizational Units](/v1/docs/create-organizational-units) section
- Click the **Add Subordinate Unit** (![add_unit](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/add_unit.png)) icon to add a subordinate unit.
- Click the **View Structure Report** (![structure_report](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/structure_report.png)) icon to view the [structure report](/v1/docs/structure-report) on org unit's existing vs. occupied positions and/or add new positions
- Click the **View Positions Chart** (![pos_chart](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/pos_chart.png)) icon to view the positions chart for the org unit.

![img004](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img004.png)

On the **Positions Chart**, you can do the following on a position:

- Click the employee's name to open the employee card.
- Click the **Edit Position** (![EditPositionIcon](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/EditPositionIcon.png)) icon to edit position details.
- Click the **Add Subordinate Position** (![AddSubordinatePositionIcon](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/AddSubordinatePositionIcon.png)) icon to add new positions to the org unit.
- Click the **Job Description** (![JobDescriptionIcon](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/JobDescriptionIcon.png)) icon to open the job description.
- Use **Additional Filter** to filter data for big org units and the **Export to PDF** link to export the chart.

## Related

- [Create Organizational Units](/create-organizational-units.md)
- [Change Employee Job](/change-employee-position.md)