Profit.co lets you see your company's complete reporting structure in a single window, built automatically from the reporting relationships already configured in the system. You can view it at the organization level, the all-employees level, or narrowed to one person and their team.
Table of Contents
- What is Organization Hierarchy View?
- Why Does Organization Hierarchy View Matter?
- How Does Organization Hierarchy View Work?
- What Happens When You Use Organization Hierarchy View?
- What Are the Best Practices for Organization Hierarchy View?
- Related Articles
- What Are Some Frequently Asked Questions About Organization Hierarchy View?
What is Organization Hierarchy View?
Organization Hierarchy View shows your company's complete reporting structure in a single window. It is generated automatically from the reporting structure already defined in Profit.co, rather than built manually by the viewer.
The view covers two scopes: the organization's overall hierarchical structure, and a separate hierarchical structure of all employees. A Search tab also lets you narrow either view to one person and their team.
Why Does Organization Hierarchy View Matter?
Without this view, understanding how teams and employees report up through the organization means piecing it together from individual profiles or separate department pages. This view puts the complete reporting structure in one window, generated automatically from the structure already configured in Profit.co.
It also lets you find any person's place in that structure directly, instead of scrolling the full org chart, since the Search tab shows just that person and their team.
How Does Organization Hierarchy View Work?
Note
Only Super Users can customize and add Organization Hierarchy to the Home menu.
Step 1: Enable the Hierarchy Toggle
- Navigate to Settings → OKRs → Views from the left navigation panel.
- Switch to the List Layout tab.
- Enable the Hierarchy toggle.
Step 2: Open the Hierarchy View
- Navigate to OKRs → All OKRs from the left navigation panel.
- Select Hierarchy from the dropdown.
Step 3: Review the Organizational Structure
- View the overall hierarchical structure of the organization displayed on the page.
Step 4: View All Employees' Hierarchy
- Switch to All Employees' OKRs from the left navigation panel.
- Select the Hierarchy option from the dropdown.
Step 5: Search for a Specific Person or Team
- Use the Search tab to search by name.
- Review the hierarchy of that person and their team.
What Happens When You Use Organization Hierarchy View?
| Scenario | What Happens |
|---|---|
| You open the Hierarchy view under OKRs → All OKRs. | Profit.co displays the reporting structure already generated from the pre-defined hierarchy, without creating, editing, or reassigning any reporting relationships. |
| You switch to All Employees' OKRs and select Hierarchy from the dropdown. | Profit.co shows the hierarchical structure of all employees instead of the organization-level structure. |
| You search for a name using the Search tab. | Profit.co narrows the display to just that person and their team, instead of showing the full hierarchy. |
| You disable the Hierarchy toggle in Settings → OKRs → Views after enabling it. | Profit.co removes the Hierarchy option from the dropdown on the All OKRs and All Employees' OKRs pages. |
What Are the Best Practices for Organization Hierarchy View?
- Enable the Hierarchy toggle once in Settings → OKRs → Views, since it has to be turned on before the Hierarchy option appears on the All OKRs or All Employees' OKRs dropdown.
- Use the All Employees' OKRs Hierarchy view when you need individual reporting lines, and the All OKRs Hierarchy view when you need the organization-level picture, since the two options show different levels of structure.
- Search by name instead of scrolling the full organization tree when you only need one person's place in the hierarchy, since the Search tab narrows the display to just that person and their team.
- Confirm you have Super User access before trying to add Organization Hierarchy to the Home menu, since that customization step isn't available to standard users.
Related Articles
- How to change user status, from user to Super User in Profit.co?
- How does the Home page work in Profit.co?
What Are Some Frequently Asked Questions About Organization Hierarchy View?
No. Once enabled in Settings → OKRs → Views, the Hierarchy option stays available in the dropdown on the All OKRs and All Employees' OKRs pages until it's turned off.
The All OKRs view shows the organization-level structure, while the All Employees' OKRs view shows the hierarchical structure of individual employees.
No. The view only displays the structure that's already configured; editing reporting relationships isn't part of this feature.
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