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- HRMS with Org Chart
- Implementation plan
How a HRMS with Org Chart rollout works
Start with one reporting chain and rehearse hiring, leave and payroll decisions.
Agree scope
Choose a department, current employees, positions and managers for the first operating cycle.
Load foundations
Reconcile employee identities, department parents, position reporting links and payroll calendars.
Rehearse decisions
Walk through a requisition, offer, onboarding task, leave request and payroll approval with the named owners.
Check outputs
Compare the Employees page, manager spans, leave balances and a run statement with the underlying records.
Extend
Add more departments and periods after the first chain and decision handoffs agree.
What the customer provides
Provide employee identifiers, reporting relationships, positions, department structure, locations, pay schedules and the owners who can decide each request. Supply the current status of open requisitions and active employee records. Choose a privacy policy for compensation and identity data.
Changing it afterwards
Record a manager or position move through employment history and update the current employee relationship. Review affected saved views and reports after a hierarchy change. Rehearse permission and connection changes with real role accounts before applying them to another operating unit.
Set up HRMS with Org Chart your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.