For customers of our Advanced Org Design, Position Management, Succession Planning, and Headcount Planning modules.
Accessing Visualization Tools
On the Org Chart page, you can access your official chart or a scenario chart by clicking the chart dropdown at the top of the page. When the chart opens, you’ll find your visualization tools in the upper left corner. Clicking each icon expands a panel displaying your available options for the chart you’re viewing.
Access to org chart data, scenario charts, and tools vary based on individual permissions.
Time Travel
When viewing your official chart, you can visualize past organizational data by clicking the calendar icon at the top of the chart and then selecting a date using the calendar field or an available preset option. An indicator badge at the top of the chart will display the selected date. To view your current chart data again, click the X on the indicator badge.
Time travel data can be viewed and exported but cannot be edited or shared via a link.
Chart Sections
Chart sections help visually break up your official chart and scenario charts to reflect various divisions, departments, regions, business units, etc. To create a new chart section, click the nested list icon, then click the blue + button. You'll then be prompted to provide a name for your new section and identify the position at the top of the chart section. You can adjust the chart section’s assigned color by clicking the colored swatch. Click Save to add the chart section. The new chart section will be added to the list of chart sections. Hovering over a chart section’s name will display a three-dot menu with the following options:
View Chart Section: Display only the selected chart section. To return to the full chart view, click the section name in the panel or utilize the three-dot menu and click Stop Viewing Chart Section.
Edit Chart Section: Adjust the chart section name, top position, or assigned color.
Remove Chart Section: To remove the chart section (but not the positions or people) from the org chart, confirm this action by clicking Remove.
Notes about chart sections:
You can also organize teams, committees, or other groups independent of your organizational structure by creating lists.
If you need one person to be the head of two different chart sections, you can do so by duplicating the person on the org chart by creating a dotted line relationship. We recommend giving the person a unique title for each position so they’re more distinguishable.
Display Options
Click the org chart icon at the top of your official chart or scenario chart. To select your chart view, click the dropdown at the top of the panel and select one of the following options before clicking Apply.
Classic Tree
The Classic Tree view allows you to view the full chart in a traditional top-down hierarchy. This view displays the entire chart and may take some time to load.
You can optimize your classic tree view when displaying a wide org chart. Depending on the size and structure of your organization, the Classic Tree view may not be an available option.
Chain of Command
The Chain of Command view is great for viewing larger organizations. At any time, there are three main levels of your organization that are in view: the focus person, their direct reports, and one more level below them. Click any position card to visualize the chain of command for that position. As you navigate down into your organization, this view will also preserve a "chain of command," showing you how the focus position reports upwards to the top of your chart. You can click the collapsed chain of command boxes at the top to navigate upwards to any level.
Datasheet
When viewing your chart as a datasheet, the columns will include all selected data options. Visualize stats for applicable numeric and currency data by clicking the org chart icon at the top of your datasheet, then clicking the Column Statistics toggle before clicking Apply. You can also update a chart's data and observe others' updates when editing an org chart's datasheet.
Company Admins and HR Admins can select the organization’s default chart view and visible org chart data fields. To do this, click your company name at the top of the main navigation, click Company Settings, then click the General tab. Click the Edit button next to Org Chart Default Settings to adjust the default chart view and/or displayed data fields before clicking Save. Individuals can then select their org chart view and display options within the limitations of their assigned permissions.
Data Options
To choose the data fields displayed on a chart, click the equalizer icon, click the search field, and then use the checkboxes to make the desired selections. You can also drag and drop selected fields to reorder them. Click Apply to update the org chart and view your changes. When exporting your org chart, your file will include your saved data options.
Color Coding
Apply color coding to your official chart or a scenario chart by clicking the paint bucket icon and then using the dropdown to select your organization’s color palette or your own personalized color palette. The Card or Edge tab options allow you to color the entire position card or highlight the left edge of a card. You can also use these options simultaneously. Click the dropdown to color code positions by employee type, location, open/filled, position importance, and more. To adjust colors, click the colored swatch to the left of any value before clicking Save.
When utilizing the Datasheet view, color coding can only be applied to the left edge of the position’s row.
Key Metrics
A chart’s key metrics summarize position count (filled and open), people count, and compensation. To display or hide the Key Metrics box on your official chart or a scenario chart, click the metrics icon. You can include or exclude secondary positions in your position metrics, aka dotted line relationships, by clicking the equalizer icon at the top of the Key Metrics box and utilizing the checkbox provided.
When viewing a chart copy, you can compare original data captured from the source chart with current data when the Key Metrics box is expanded. To expand or collapse the Key Metrics box, hover over the upper right corner of the table and click the double caret (>>).
Notes about key metrics:
Customers of our Position Management module can also view their FTE (full-time equivalent), position budget, and projected cost.
When viewing only a portion of a chart, your key metrics data will reflect only the displayed positions.
For HR Admins, HR Managers, and Limited Admins, FTE, position budget, compensation, and projected cost totals may not be displayed or may not include all positions in the metric when an individual’s chart view includes positions outside of their scope (e.g., their own position).
Please contact our Customer Success Team for additional assistance.
Additional Resources