Org chart
1. Previous use case
You have already followed the Onboard Employees use case to ingest Employee data into your system. This will assume Employee data from Merge is being synced in your backend. You will also want to ensure you have data for Groups, Departments, and Employments into your backend. The next step will discuss how those models are used.
Merge supports Webhook Emitters and Receivers for certain HRIS platforms. You can configure these webhooks to send your app real time updates about Employment statuses or Manager changes.
2. Pull relevant employee data
In your backend, write logic to pull employees based on their related fields.
The Employee Object features the reference field Manager which points to another Employee object. This allows you to assign hierarchy to employees.
The Employments Object, which stores the employee’s current job title also references the Employees object.
3. Develop org chart UI
Develop proper components and UI to fit your product’s specification, leveraging up to date employee data.
4. Leverage org data for better outcomes
With an automatically up to date org chart, your customers are able to communicate and make decisions with the right stakeholders, better plan headcount, and understand their organizations.