For customers of our Succession Planning module.
Basic Search Function
When viewing your official chart or a scenario chart, you can search for a person or position title using the field in the upper right corner of the page. Once you begin entering a name or title in the field, the system will populate results to narrow your search.
You can also jump to a profile by using the field at the top of the main navigation.
Advanced Search Function
For customers of our Advanced Org Design, Position Management, Succession Planning and Career Paths, and Headcount Planning modules.
If your organization utilizes the Bio tab within individuals' profiles to store their credentials, you can search a chart to identify people with specific skills, licenses, and certifications.
To focus your search, click in the search field and click one of the available options: Everything, People, Positions, Skills, or Lic & Cert. Your selected search category will be displayed, followed by a colon. Continue typing to the right of the colon to locate a specific position ID, skill, license, certification, etc., within that category.
Please contact our Customer Success Team for additional assistance.
Additional Resources