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Introduction

Introduction to the Team Chart
Terminology
Understanding Roles and Positions

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Create a Team Chart

Introduction to the Team Chart

Team Charts (formerly Org Charts) come in many shapes and sizes and according to Wikipedia, they date back to as early as 1854!

The same Wikipedia article defines a team chart as:

A diagram that shows the structure of an organization and the relationships and relative ranks of its parts and roles.

There are many different types of team charts, each with their own design and names. That's why we've designed the team chart feature in MetaPulse to be fully customizable and allow for all types of team charts.

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Terminology

Here's several key terms that will help you create and maintain your team chart:

Team (formerly Org Area)

We use the term "Team" to represent a division, department, section, etc.

Child
A child in the Team Chart is a type of area that will be nested inside another area. It's used to create hierarchy. For example, a child could be a department inside a division, or section inside a department and so on.

Role (formerly Hat)

A role is a particular hat or occupation (Oxford Dictionary). In MetaPulse, it includes a description of what the person does—their function, purpose, and result they are meant to achieve. See Understanding Roles and Positions

Position (formerly Post)

A position is a job, paid employment. (Oxford Dictionary) In MetaPulse, it means a specific location on the team chart. See Understanding Roles and Positions.

Team Leader (formerly In Charge)
A "Team Leader" is the person in control or with overall responsibility of an area (Oxford Dictionary). This feature is used to identify managers and the organizational hierarchy.

Held from Above (HFA)

When a position on the team chart has no dedicated person assigned to it, it will automatically assign the manager of that team (division, department, section, etc). This is indicated by the term "Held from Above."

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Understanding Roles and Positions

A role is a particular hat or occupation (Oxford Dictionary). In MetaPulse, it includes a description of what the person does—their function, purpose, and result they are meant to achieve.
A position is a job, paid employment. (Oxford Dictionary) In MetaPulse, it means a specific location on the team chart.
A team chart is a diagram that shows the structure of an organization and the relationships and relative ranks of its parts and roles. (Wikipedia)

Keep in mind that a Role can be used across multiple Positions. For example, a Sales Person Role might be worn by many people in your organisation, as shown below.