AppsHomebase

HRIS and employee records

Interactive org chart

Autessa Homebase includes an interactive org chart that shows who reports to whom, by manager or by department. Open roles show as dashed boxes under their hiring manager, and HR can drag someone onto a new manager, which always asks for the date the change takes effect.

  • By manager or by department
  • Open and planned roles drawn as dashed boxes
  • Drag and drop to change a manager, dated first
  • Export the chart as a PNG
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Org chart · By managerSample
Marcus Lee
CTO
Riley Park
Engineering Manager
Sam Rivera
Senior Engineer
Jordan Kim
Engineer
Backend Engineer
Hiring
Ava Chen
Data Lead
Nora Quinn
Joining soon
Engineering Manager
Planned
Drag a person onto a new manager: it asks for the date first.Export PNG

The problem

Org charts drawn in slides are wrong by the next reorg

A hand-drawn org chart is out of date the day after it is shared, and nobody knows which version is right. Homebase draws the chart live from employee records, so it is always current, and moving someone on the chart updates their record properly, with a date and a history entry.

How it works

How interactive org chart works in Homebase

  1. Open the chart

    People → Org chart starts at the top of the company. Expand and collapse any branch.

  2. Find someone

    Search and jump straight to a person. A card on the side shows their details and links to their profile.

  3. Switch views

    Choose By manager for reporting lines, or By department to see the company by department.

  4. See the hiring plan

    Positions being hired for show as dashed boxes under the hiring manager.

  5. Change a manager

    HR drags a person onto their new manager, or uses Change manager on the card. The dated Change job dialog opens first, so the move is recorded properly.

Change job · Jordan KimSample
Title
Software Engineer
Software Engineer, Payments
Takes effect
In 10 days
Waits, then applies itself that morning
Job history
Title changeScheduled · in 10 days
Hire · Software EngineerApplied · 11 months ago
Save changeEnd employmentRehire

Options and settings

Every option, in plain words

OptionWhat it does
By managerThe default view: reporting lines, with open roles under their hiring manager.
By departmentThe company grouped by department and sub-department.
Search and jumpFind a person and center the chart on them.
Expand and collapseOpen or close any branch.
Person cardDetails and a link to the full profile.
Drag to re-managerHR only. Always asks for the effective date before anything changes.
Export as PNGSave the current chart as an image.
Phone viewAn indented list that is easy to scroll on a small screen.

Permissions

Who can do what

EmployeeBrowse the whole org chart and open anyone’s public profile.
ManagerEverything employees can, plus open roles they are hiring for.
HR partnerChange managers for people in their departments, with a date.
HR administratorChange any manager on the chart, with a date.

✦ AI assist

How the assistant helps

Ask “Show me the org chart for Sales” or “Who reports to this person?” and the assistant answers from the chart you are allowed to see.

It acts with your own access, and anything important waits for you to press Confirm.

About the HR assistant →

Connected

How it connects to the rest of Homebase

FAQ

Questions about interactive org chart

Does Autessa Homebase have an org chart?

Yes. It draws a live org chart from employee records, by manager or by department, that everyone can browse.

Can I change reporting lines on the org chart?

Yes, if you are in HR. Drag someone onto their new manager and Homebase asks for the effective date first; a future date waits and applies itself that morning.

Does the org chart show open roles?

Yes. Positions marked Hiring show as dashed boxes under the hiring manager, so everyone can see the plan.

Can I export the org chart?

Yes. Export the chart as a PNG image.

← Previous in HRIS and employee recordsEmployee directoryNext in HRIS and employee records →Effective-dated job changes

Try interactive org chart with your own team.

Homebase installs with starter content and optional demo data, so you can see this working before you invite anyone.

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Starter policies, checklists and trainings install for you, with optional demo data to explore first.

100% customizable, code and all

Make Autessa Homebase fully your own.

Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.

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