Introduction to the organization tree
The Populum organization tree represents the organizational structure of your organization, including manager-employee relationships, (sub-)organizational memberships (e.g. BA, subsidiary, group etc.), and team compositions. The organization tree determines how results and reports are aggregated, and can be edited as desired.
How to navigate in the organization tree
The organization tree is found under “Organization” when logged in to Populum, and clicking the link on the start page or in the top menu will take you to your own position in the organization tree.
- Your own manager will be listed above your name, and by clicking his/her name, you will navigate one level upwards in the organization tree.
- If a user has any subordinates, they will be listed under him/her.
- If any of the subordinates are managers themselves, their number of direct reports will be shown.
- By clicking the button with the number of direct reports, the list of the manager’s direct reporting employees will be expanded.
- By clicking a subordinate manager’s name, you will navigate downwards in the organization tree.
- You can also navigate in the organization tree by searching for a specific user or group via his/her name or e-mail address or the group name.
How the reports depend on the organization tree
All reports for a specific survey cycle are created based on how the organization tree looks like at the time the survey cycle closes.
In the example shown in the image above, Marlon has 5 direct reports, of which 2 are managers themselves (Diane and Nicole). The following reports could therefore be created within Marlon’s organization:
- Marlon’s team report – containing the answers from his 5 direct reports
- Diane’s team report – containing the answers from her 9 direct reports
- Nicole’s team report – containing the answers from his 10 direct reports
- Marlon’s total report – containing the answers from all 24 employees below him (5 direct reports + Diane’s 9 subordinates + Nicole’s 10 subordinates)
Since the reports are based on how the organization tree looks like at the time the survey cycle closes, any changes made prior to that will affect how the reports are constructed. For instance, if an employee is moved to a new team 5 minutes before the survey cycle closes, his/her answers will be included in the new team’s report (and not his/her previous team’s report) – even if he/she responded to the survey before he/she was moved to the new team.
How to edit the organization tree
Changes to the organization tree are made by navigating to the affected user and clicking the gear wheel button next to the user’s name. The following operations are possible to perform:
- Moving a user to a new manager or group
- Deleting a user
- Temporarily inactivating a user
- Adding a new user
- Changing manager for a team or group
The general principle is that a user can make changes within the team/organization he/she manages (i.e. below oneself in the organization tree). However, all users can suggest changes, in which case a request is sent to the affected user’s manager for approval. In addition, users with extended access rights can edit the organization tree (without the need for anyone else’s approval) in the part of the organization to which he/she has extended access rights. Learn more about access rights here.