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Employee 360 and organisation chart

One screen shows everything about an employee: profile, attendance, leave, pay, loans, assets, documents and what is pending. Each viewer sees only the parts their role allows. The organisation chart covers the whole group, with search, CSV export and open positions.

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The problem it solves

To answer one question about an employee, HR opens five screens and two spreadsheets.
A manager asks HR for a team member's leave balance or attendance because they cannot see it themselves.
During an exit nobody can say at a glance which loans, assets and dues are still open.
The organisation chart is a slide made last year, with people who have left and no open positions.

How it works

Open Employees > Organisation > Employee 360, or press 360 View on an employee record. Type a name or employee code in Find an employee.
The top shows the photo and the facts: designation, department, Entity, manager, code, stage, joining date, years of service and work contacts.
Below come the figures and tables your role may see: attendance for the last 30 days, leave balances, salary, loans, assets and pending requests. Click a row to open that record, or Open to see the full list.
Open Employees > Organisation > Organisation Chart. Choose the Entities to show; the tree opens two levels down and along the path to your own card.
Search by name, designation or department, or use Expand All and Collapse. Click a person to see their card, then Open 360 if you may see their details.
Press Export to download the chart as organisation-chart.csv for Excel.

Everything it does

Employee 360: the facts at the top

Designation, department, Entity, manager, employee code, stage, date joined, years of service, work email and phone
Date of birth: shown to HR and to the employee only
During an exit: Leaving, with the last day and where the resignation stands
With background verification (Scale): Verification Clear or Pending

Employee 360: the sections

Attendance (last 30 days): days by status and the number of late days
Leave Balances: each leave type the person's policy gives
Salary: Annual CTC, Monthly Gross and the date it applies from (Growth)
Payslips: the last 6 approved or paid, with paid days and net pay (Growth)
Position and History: the last 8 changes, with was, now and the reason
Loans and Advances, Assets Held, Documents (with where the original is kept), Travel Advances Open, Disciplinary Cases and Goals. Also Appraisals, Training, Certificates and Exit Clearance, as your plan installs them
Background Verification (Scale): each check with its method, status and dates, for HR only; the findings stay on the check
Pending Requests: leave, loans, travel, expense claims, letters, policies to acknowledge and a resignation that wait, up to 10 of each
An appraisal rating stays hidden from the employee until it is shared

Employee 360: who sees what

HR (HR administrator or HR officer in that Entity): the profile, history, attendance, leave, loans, documents, discipline and the team sections
Payroll role: salary, payslips and loans
A manager, for anyone below them in the reporting line: attendance, leave, assets, travel, goals, appraisals, training, certificates, clearance and pending requests
The employee: everything about themselves; with no name chosen, the screen opens on your own record
Salary and payslips are not shown to HR or managers who do not hold a payroll role
With access levels (Growth), an HR role can be kept from personal details, employee documents and disciplinary cases
Search lists only the people you may open

Organisation chart

One chart for every Entity you work in; choose which Entities to show
A person employed in two Entities appears in both, marked with the other Entity
Person card: name, designation, department, Entity, work email and phone, and Open 360
Search by name, designation or department opens the branches with a match
Export: a CSV with Name, Designation, Department, Company, Reports To and Kind (Employee or Vacancy)
HR see their Entities whole; everyone else sees the people below them and the line above, as the Entity sets it
Vacancies (Scale): approved or posted manpower requisitions appear under the department head, as Open position or the number open, with the requisition reference

Who uses it

HR officerOpens any employee of their Entities on one screen and reads the whole organisation chart.

Payroll officerChecks an employee's salary, payslips and loans without opening payroll.

ManagerSees their team's attendance, leave, goals and pending requests, and their part of the chart.

EmployeeSees their own record in one place and finds where they sit in the chart.

Owner or group HR headExports the chart for the board pack and sees open positions next to the people.

Where you use it

Web: HRMS > Employees > Organisation > Employee 360 and Organisation Chart; the 360 View button on an employee record
The SmartMy HRMS app: Employee 360 and Organisation chart for managers, Open the full record for HR. Same access as the web (built and in testing, not in the app stores yet)
Not as a printed or image chart: the export is a CSV file

What you control

Settings

Managers See in the Org Chart (Entity form, Organisation Chart tab): Their tree below and their own manager (the default). Or Their tree below and every level above
Access levels (Growth): Personal Details Hidden, Employee Documents Hidden, Disciplinary Cases Hidden for an HR role
Who is HR, payroll or a manager comes from the roles and the reporting line on the employee record

Questions

Can a manager see a team member's salary on Employee 360?

No. Salary and payslips are shown only to people with a payroll role and to the employee. A manager sees attendance, leave, goals, assets, training and pending requests of the people below them.

Does Employee 360 need every module?

No. It shows the sections of what you have. Starter shows the profile, history, attendance, leave balances and pending leave. Payroll, loans, documents and assets come with Growth; appraisals, goals, training and verification with Scale.

Can an employee see the whole organisation chart?

An employee sees their own manager, or every level above if the Entity chooses so, and anyone below them. HR officers see their Entities in full.

How do we keep the chart up to date?

There is nothing to draw. The chart is built from the manager on each employee record, so a transfer or a new joiner shows the moment the record is saved.

Can we print the chart?

Not as a picture or PDF yet. Export gives a CSV with each person and whom they report to, which you can open in Excel or load into a drawing tool.

Related features

EMPLOYEES AND ORGANISATIONEmployee records with statutory detailsOne record holds each employee's position, PAN, Aadhaar, UAN, PF and ESIC numbers, family and nominees, education, past jobs, background checks and bank accounts. The stage (probation, confirmed, notice, separated) moves by itself, and every change is kept with its date.ROLES AND ACCESSWho sees what: employees, managers and HR officersEach employee sees only their own records and each manager sees everyone below them. HR staff get roles per Entity, limited to some departments or locations if you wish. A role can also hide parts of the record, such as bank details.EMPLOYEES AND ORGANISATIONTransfers, promotions and group companiesRun several Entities of your group in one account. A person who works for more than one keeps one identity, with their PAN, UAN and group service. Promotions and transfers take effect on a date, go through approval and stay in the history. A move to a sister Entity keeps the UAN and the years of service.RECRUITMENTManpower requisitions and headcount planA manager asks for headcount on a requisition with the budget and the profile, and nothing is posted until it is approved. Above it sits the year's manpower plan per department, with extra requests, a hiring freeze and exceptions.RECRUITMENTCandidate forms and background verificationThe candidate fills in their own details once on a link, and HR checks them against the documents. Background checks run with signed consent, by your own staff or an agency. Joining can wait until the checks are clear.SELF-SERVICE AND APPPhone app for employees, managers and HROne SmartMy HRMS app for everyone: employees check in, apply for leave and see payslips. Managers approve and see their team, and HR and payroll do their daily work. The server decides what each person sees, by the same access as the web.

See your own month run in it.

Tell us how many people you have, how you take attendance and how your salary is structured. We will show you SmartMy HRMS set up that way.

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