Organization Chart

Muin’s Organization Chart provides a clear visual representation of your company’s structure. See reporting relationships, explore teams, and understand how your organization fits together—all in one interactive view.

Organization Chart Overview

The org chart helps you:

Visualize hierarchy - See who reports to whom at a glance
Explore teams - Drill down into specific departments
Navigate structure - Find anyone in the organization quickly
Maintain accuracy - Auto-updates as employees change roles

Viewing the Org Chart

Accessing the Org Chart

Navigate to HR → Organization Chart
The chart loads with the CEO/top-level leader at the top
Scroll to see the full organization

Control	Action
Zoom in/out	Use mouse scroll or +/- buttons
Pan	Click and drag the canvas
Reset view	Click “Reset” to return to default view
Fullscreen	Expand to fill the screen

Tree View

The default view shows the complete organizational tree:

Reading the Tree

Each node represents an employee and shows:

Name - Employee’s full name
Title - Current job title
Department - Team or department name
Avatar - Profile photo (if available)

Expanding and Collapsing

To focus on specific areas:

Click the collapse button (−) to hide direct reports
Click the expand button (+) to show hidden reports
Collapsed nodes show a count of hidden employees

Visual Indicators

Indicator	Meaning
Solid line	Direct reporting relationship
Dotted line	Matrix/indirect reporting
Badge	Number of direct reports
Color	Department indicator

Team View

Drill down into specific teams for a focused view:

Accessing Team View

Click on any manager in the org chart
Select View Team from the context menu
Or click the team name badge

Team View Features

When viewing a team:

Team lead shown at the top
Direct reports listed below
Team stats - Size, open positions, tenure
Breadcrumb navigation - Path back to full org chart

Navigating Teams

Action	How
Go deeper	Click any manager to see their team
Go up	Click parent in breadcrumb trail
Return to full	Click “Organization” in breadcrumbs
Switch teams	Use department dropdown

Search and Find

Quick Search

Find anyone in the organization:

Click the Search icon or press /
Start typing a name, title, or department
Results appear as you type
Click a result to center the view on that person

Search Tips

Search by first name, last name, or both
Search by job title (“Software Engineer”)
Search by department (“Engineering”, “Sales”)
Use partial matches (“Eng” finds “Engineering”)

Employee Details

Viewing Details

Click any employee node to see:

Full profile - Name, title, contact info
Reporting line - Manager and skip-level
Direct reports - Who reports to them
Tenure - How long they’ve been in role/company
Location - Office or remote location

Quick Actions

From the detail view:

View Profile - Open full employee profile
View Team - Switch to team view
Send Message - Open email or Slack
Copy Link - Share link to this position

Department Views

Filtering by Department

Focus on specific departments:

Use the Department dropdown filter
Select a department to view
Only that department’s structure is shown
Other departments are grayed out or hidden

Available Departments

Departments are pulled from your HR data:

Engineering
Sales
Marketing
Finance
HR
Operations
Customer Success
And any custom departments you’ve defined

Org Chart Data

Data Source

The org chart automatically reflects:

Employee records in Muin
Manager assignments
Department memberships
Title changes

Updating the Chart

Changes happen automatically when:

New employees are added
Reporting lines change
Employees leave
Titles or departments update

Manual Refresh

If needed, refresh the view:

Click the Refresh icon
Latest data is fetched
Chart updates in real time

Print Options

Print the org chart:

Click Print button
Select print options:
- Full organization
- Current view only
- Specific department
Choose orientation (portrait/landscape)
Print or save as PDF

Export Options

Export the org chart data:

Format	Contents
PDF	Visual org chart for sharing
PNG/SVG	Image for presentations
CSV	Raw hierarchy data

Share the org chart:

Link - Copy link to current view
Embed - Get embed code for intranet
Email - Send to colleagues

Accessibility

Navigate without a mouse:

Key	Action
`Tab`	Move between nodes
`Enter`	Select/expand node
`Arrow keys`	Navigate tree
`Esc`	Close menus
`/`	Open search

The org chart includes:

ARIA labels for all elements
Meaningful alt text
Keyboard-accessible controls
Focus indicators

Mobile View

On mobile devices:

Simplified list view for easy scrolling
Tap to expand/collapse sections
Search remains fully functional
Swipe to navigate

Permissions

Who Can View

By default:

All employees can view the org chart
Managers see their team highlighted
HR has full access

Customizing Access

Admins can configure:

Hide specific employees (e.g., contractors)
Restrict certain departments
Show only reporting lines up to a level

Best Practices

Maintaining Accuracy

Update promptly - Reflect changes as they happen
Review regularly - Check for outdated info monthly
Assign ownership - Someone should maintain the chart

Using the Org Chart

Onboarding - Show new hires where they fit
Planning - Visualize reorg scenarios
Communication - Find the right person quickly
Transparency - Everyone knows the structure

Troubleshooting

Missing Employees

If someone isn’t showing:

Check they have an employee record
Verify their manager is assigned
Ensure they’re not marked as inactive

Wrong Reporting Line

If structure is incorrect:

Update the employee’s manager field
Chart will update automatically
Check for pending approvals

Performance Issues

If the chart loads slowly:

Try filtering to a specific department
Collapse expanded branches
Use team view for large orgs

Next Steps

Self-Service Profile - Let employees update their info
Team Management - Onboard new team members
Roles & Permissions - Configure access