Onboarding

Getting started

There's no separate username or password to remember — access is tied to your work Google account.

1. Open hr-function.pages.dev and click Sign in with Google.
2. Choose your Google account. There's nothing to type — no password screen.
3. The org chart loads and automatically zooms to fit your screen. If you were added recently and see "Account not authorized," ask an Admin to add your email under Admin → Users.

Reference

Roles & permissions

One account, one role — set by an Admin under Admin → Users. This table is the full breakdown behind the summary chips above.

* Even where a role can see salary, bonus and performance data, it stays hidden by default everywhere it appears — Directory, a person's profile — behind a Show salary & performance checkbox you tick each time.

The org chart

Navigating the chart

The toolbar and left sidebar are the same regardless of role — what differs is which buttons actually do something.

Search, zoom & level

The search box in the sidebar matches name or department as you type, accent-insensitive — typing chau finds "Châu" too. The zoom controls (− / % / + / Fit) sit top-right of the canvas; Fit re-centers and re-scales to whatever's currently visible. The Down to level slider above the chart collapses deep branches so you can see the company's shape at a glance — drag it back to All to restore everything.

Relationship lines

Direct reporting lines are always shown. The Relationship lines panel lets you show or hide the three optional kinds independently: dotted (secondary/matrix reporting), collaborates with, and relies on. Click any line on the chart to see or remove that connection; the small dot at its midpoint opens a note (who reports what, how often).

Departments & site filters

Untick a department in the Departments panel to hide everyone in it, including managers with reports elsewhere — there's no partial hiding. Click a department's name (not its checkbox) to jump straight to it, auto-zoomed. See Departments panel for how this now interacts with Site view.

On-leave / OOO filters

The On-leave only and OOO only buttons in the Actions panel narrow the whole chart down to just people currently on leave or traveling — useful for a quick "who's actually in the building today" check.

The org chart

Editing people & reporting linesEditor · HR

HR accounts can add, edit and offboard staff. Viewer and Production accounts can look but not touch. The layout-only tools further down (dragging, vertical lists, auto layout, hard delete) stay Editor, Admin or BOD — see the notes below.

Adding someone

• + Add person in the sidebar creates a new top-level card.
• ➕ Add direct report on a card's ⋯ menu creates one already wired up to that manager.
• 🔗 Connect existing as direct report… starts a dashed line that follows your cursor — click the person who should report to them, or Esc to cancel.

The Edit person drawer

Opening a card (or its ✏️ Edit person menu item) slides in the full profile: name, title, department, site, contact details, and the Reports to / Dotted-to fields — both type-to-filter comboboxes rather than a long dropdown. Compensation fields stay collapsed behind a Show salary & performance checkbox even for roles allowed to see them. A collapsible Move / change history section lower down logs every past change to manager, department, site or title. Changing Reports to here re-appends the card to the end of the new manager's team, same as adding someone new.

Promoting into a vacant roleEditor

Offboarding someone leaves their old position behind as a dashed vacant slot. Drag anyone onto that slot to promote them into it: they inherit its title, department and reporting line, their own personal connections move with them, and their old position becomes the new vacancy. A confirmation dialog spells out exactly what's about to happen before it does. This one needs Editor access or above — it works by dragging, which HR accounts don't have.

Moving people around the tree

• 🗑 Offboard person… — records a last day and turns their card into a vacancy rather than deleting it outright. HR and above.
• ⬆️ Move up one level — reassigns them to their manager's manager. Editor and above.
• ⏫ Make top-level (no manager) — removes their manager entirely. Editor and above.

Layout tools

Rearranging the chartEditor

Every card can be dragged by hand, but three tools below turn a messy branch back into something presentable in one move.

Drag & drop basics

Grab any card and drop it in open space to reposition it — it snaps quietly to an invisible grid so cards line up without you having to eyeball it. Drop a card onto another card instead, and you'll change who they report to (a confirmation guards against doing this by accident). Hold Shift and drag across empty space to lasso-select several cards at once; dragging any one of them then moves the whole selection together.

Arrange reports as vertical list

For a manager with a long row of direct reports — a foreman with a dozen line operators, say — open their ⋯ menu and choose Arrange reports as vertical list. Pick 1 column for a simple stack, or 2 to alternate reports left and right down a single spine:

Every report still connects from the side of their card into that spine, never from the top — so no one can be misread as reporting to the row above them. If you drag someone afterward to reorder the list, the app snaps them back onto the same spine and row spacing automatically; you can't accidentally knock it crooked.

Auto layout this team

Made a mess of one branch while trying things out? Open that manager's ⋯ menu and choose Auto layout this team. It rebuilds a clean tree for that manager and everyone below them, and re-centers it on wherever the manager currently sits — the rest of the chart is untouched. This is different from the Auto layout button in the Layout panel in the left sidebar, which resets manual positions for the entire chart at once.

Layout snapshots

The Layout panel in the sidebar — the same one Auto layout lives in — keeps up to 10 saved layouts for whichever Site view you're on, taken automatically right before Auto layout or Auto layout this team run, or anytime via 📸 Take snapshot now. Click Restore on any of them to reposition everyone back to how that snapshot looked.

New in this release

Site-specific layoutsAdmin / BOD switch it · everyone else is fixed to their site

Izmir and Ho Chi Minh no longer share one arrangement — each site keeps its own, so tidying one never disturbs the other.

Open the Site view panel on the left. Admins and BOD can jump between All sites (combined layout) and any single site; whichever you're on decides which saved layout you're looking at and editing.

If you're an Editor or HR user, there's nothing to choose — you're always looking at your own site's layout, and it's the one you'll affect when you drag a card or print. This is exactly why the Turkey factory chart could look cramped before: it was inheriting whatever the combined view happened to look like. Now it's yours to arrange and it stays that way.

The org chart

Departments panel

One list, doubling as a legend for the colored dots on every card and a filter for the chart.

Editors can add, rename, recolor (✎) or delete a department from this panel — a department can only be deleted once it has no one left in it. The headcount next to each name, and the list itself, now follow whichever Site view you're on: switch to Izmir and only departments that actually have Izmir (or shared HQ) people in them are listed, with a headcount matching just that site.

The org chart

Stat bucketsEditor

A bigger, free-floating card for headcount numbers that don't belong to any one person — a shift total, a workshop's worker count.

Choose + Add stat bucket in the Actions panel, give it a label, and link it to one person (required — this is who the dashed connector on the chart points to, and whose department color tints its border). Fill in Total workers, Available and Absent by hand; these aren't computed from Leave records yet. Drag a bucket exactly like a person's card — it now snaps to the same invisible grid, so lining one up flush against a row of cards is no longer guesswork.

The org chart

Printing the chart

The 🖨 icon next to the zoom controls exports exactly what's on screen — filters and all.

Printing renders the chart at A1 landscape and scales it to fit one page, so the wider the visible chart, the smaller the text ends up. For a readable printout, filter first — narrow to one department, one level, or (most usefully) one Site view — then print. A full-company printout will always be small print by nature; a single site's own layout, already arranged to be compact, prints far better.

Other tabs

DirectoryHidden from Production

The same people as the org chart, as a flat, searchable table — better for scanning a phone number than a reporting line.

Columns run Empl ID, Name, Position, Reports to, Location, Department, Email and Phone, sorted by Location → Department → Name. Salary, bonus and performance columns exist but stay hidden behind the same Show salary & performance checkbox used in the Edit person drawer — ticking it here reveals those columns for anyone with permission to see them. The search box matches any of the visible columns as you type.

Other tabs

Skills & TrainingEditor · HR

Two matrices — who has which skill, and who's completed which course — plus bulk import for both, Editor and above only.

Skills Matrix

Tick the grid where an employee has a skill. A skill can be marked Required for departments — tag it under one or more departments and the Filter by department dropdown then narrows the matrix to just that department's people and the skills that actually apply to them.

Training Matrix

Tracks completed training courses the same way, one row per employee.

Other tabs

Leave managementEditor · HR

Editor and Admin/BOD accounts get this too — one of the handful of edits HR accounts can also make, alongside adding, editing and offboarding staff.

Add a record with a type — Annual, Sick, Unpaid, Other, or one of the out-of-office types (Business Trip, Overseas – Warranty/Service, Overseas Assignment, Remote Abroad) — and a date range; half-day leave can be marked morning or afternoon. Whoever's away today shows a small badge on their org chart card: 🏖 for leave, ✈ for OOO, kept visually distinct on purpose. Use the On-leave only / OOO only toggles on the chart to see just who's affected right now.

Other tabs

Job descriptionsEditor · HR

A plain-text, versioned description per role, opened from the Directory rather than the chart.

Each row in the Directory has a JD button — filled if that person already has a description on file, outlined if not. Descriptions are free text with no required structure, and each save keeps the version before it, so you can see what a role used to say as it evolves.