The Employees list is your central, searchable directory for viewing all active employees. It provides a quick reference to key details, such as each employee's position, location, and departments and groups.

To access your company’s employees list, navigate to Employees > List in the left-side menu.

To quickly find a specific person, use the Search bar in the top-right corner. As you type a name, the search bar will suggest names to help you easily locate the person you're looking for.

Use the + Add employee button if you wish to either:

You can filter down your search based on various criteria, such as position, department, employee status and more.

Use the Open organisation chart button if you wish to switch from the employees list to the organisation chart.

To download the employees list, click the Export button. The exported CSV file will reflect exactly what you see on screen, including any active filters or customised columns. You can open the file using any spreadsheet program, such as Excel.

Do you want to customise your employees list overview? No problem! To customise the information displayed on your employees list, click the Edit table button. You can then select or deselect various columns to personalise your overview.

The Organisation chart provides a clear, visual overview of your company’s structure, helping you quickly identify colleagues and understand reporting lines.

To access your company’s organisation chart, navigate to Employees > Organisation chart in the left-side menu.

To quickly find a specific person, use the Search bar in the top-right corner. As you type a name, the search bar will suggest names to help you easily locate the person you're looking for.

To download a printable or shareable copy of the chart, click the Export button in the top-right corner. The PDF file will be named after your company account, as noted in the platform.

The toolbar on the right side of the chart gives you several options to adjust your view and navigate the organisational structure:

Zoom in/out

You can make use of the dedicated toolbar icons, your mouse scroll wheel, or a pinch-to-zoom gesture on a tablet.

Expand all / Collapse all

Show the complete organisational hierarchy or condense the view to a high-level overview.

Switch to vertical chart / Switch to horizontal chart

Change the chart layout from the horizontal view to a vertical one, or switch it back.

Fit chart view to screen

Instantly adjust the chart to fit the size of your current display with a single click.

Find me

Quickly locate your own position on the chart. Your place in the structure will be highlighted in purple.