You can set up your company's organizations! In flex's organization chart settings, you can schedule future organization changes and preview the organization chart as it will appear after the changes are applied.
Only administrators with the [Company HR Information Management] permission can configure these settings.
Organization Chart Setup
Click the [Settings] menu → [HR Information] → [Organization Chart] tab.
Click the [+] button in the upper right, enter the organization name, and press Enter to add an organization.
Added organizations can be moved using drag and drop or by hovering your mouse and clicking the three-dot button on the right.
Click the three-dot button on the right to rename, move, hide, and delete organizations. Using the hide setting, you can make a created organization private so that regular members other than administrators cannot see it.
Organizations added in the organization chart settings are very important when using the n-th level organization head and visual organization chart features. Please add and manage organizations according to your company's organizational hierarchy. (Understanding the flex Approval Structure)
Organization Advanced Settings
To specify or modify the start and end dates of an organization, click the three-dot button in the upper right of the organization chart settings → click [Advanced Settings] to set the usage period for each organization.
Setting the Organization Chart Application Date (Scheduling Organization Restructuring)
Do you have a major organization change planned for the first or second half of the year?
Through flex's organization change scheduling and preview features, you can preview what your organization will look like after the restructuring.
Click [Application Date] in the upper left to set the application date to the day the organization restructuring is scheduled.
What is the Application Date?: You can determine when to apply the organization name, hierarchy, and other changes edited in the organization chart settings.
If you want to apply the changes today, leave the [Application Date] as is and apply after making changes.
If you want to apply the changes in the future, change the [Application Date] to a future date.
If there are notes you want to record while making organization changes, enter them in the memo field.
After adding the organizations to be restructured, click [Save] to schedule the organization change.
For example, the organization chart in the image below is scheduled to take effect from August 1, 2024.
You can check whether organization changes are scheduled by clicking [Changes Scheduled] in the upper right of the organization chart settings or [Organization Chart Change History] in the Members menu.
Check the [Scheduled] organization chart, and click [Edit Scheduled Changes] to modify the organization chart planned for change.
Click the organization chart change history list on the left to view all past organization changes at once.
Both the currently applied organization chart and scheduled organization charts can be modified or deleted.
If modifications are needed, you can click [Edit Schedule] in the organization change history to edit, or directly select the application date in the organization chart settings to edit.
If you need to cancel a schedule, click [Delete Schedule].
Appointing Members to Future Organizations
Click [Members] → [HR Information Management] → [HR Appointments] tab → [Make HR Appointment] in the upper right.
Set the [Appointment Date] to the organization application date you set earlier.
Click the [Organization, Position, Organization Head] tab.
You can see the organizations scheduled as of August 1. Please appoint each member to the organizations planned for restructuring.
You can confirm that the appointment is [Scheduled]. Hover your mouse and click [Cancel] to cancel the scheduled appointment.
By scheduling organization charts and directly appointing members to the planned organizations, you can preview the future organization structure as shown in the image below.
When you select a future date as the reference date, you can see what it will look like when currently scheduled appointments or organization changes are executed.
You can verify that there are no errors in the organization changes or appointment schedules.
FAQ
Can I edit/delete changes that were already made in the past from the organization change history?
Can I edit/delete changes that were already made in the past from the organization change history?
Currently, you can only select application dates after the last change date. To register or modify an organization chart from before the currently applied one, you need to use 'Advanced Settings'. Register past organizations as hidden organizations in the currently applied organization chart, then edit their start/end dates in 'Advanced Settings'.
How many organization change schedules can I create?
How many organization change schedules can I create?
You can register an unlimited number of schedules. However, only 1 schedule is allowed per date.
What happens if I modify the current organization chart while there are scheduled changes?
What happens if I modify the current organization chart while there are scheduled changes?
Changes made to the current organization chart are also reflected in future organization charts. The same applies to multiple sequentially scheduled changes. For example, if there are change schedules on 7/1 and 7/15, adding new organizations, changing hierarchies, or modifying names on 7/1 will be automatically reflected in the 7/15 organization chart as well.
Can I transfer existing appointment history and organization history from before using flex?
Can I transfer existing appointment history and organization history from before using flex?
If you want to transfer all existing appointment and organization history, you can register them in order starting from the oldest organization chart. After adding organizations, you can select past organization application dates during HR appointments to make past appointments.
Can I set organization names in English?
Can I set organization names in English?
In Settings - Organization Chart Settings, various languages including Korean and English are supported when entering organization names.
The entered organization names can be viewed in various places such as member profiles and certificate issuance.
Can I create sub-organizations under two organizations connected in parallel?
Can I create sub-organizations under two organizations connected in parallel?
We apologize, but creating a structure where two organizations are linked together with sub-organizations underneath is currently not possible with the provided organization chart features.