For customers of our Advanced Org Design, Position Management, Succession Planning, and Headcount Planning modules.
Accessing Visualization Tools
You will find your visualization tools in the upper left corner of the org chart. Clicking each icon expands a panel displaying configuration options.
Access to org chart data varies based on user roles and permissions.
Chart Sections
Creating and managing chart sections helps break up your org chart to reflect various divisions, departments, regions, business units, etc. You can create and manage chart sections by clicking the Chart Sections icon in your visualization tools.
Adding Chart Sections
To create a new chart section, click the blue + button. You'll then be prompted to provide a name for your new section and the name of the person who is at the top of the chart section before clicking Save. If the top position is currently vacant, type the name of the position instead (e.g., VP of Sales).
Showing Chart Section Colors
You can colorize section boundaries by clicking the toggle to show chart section colors. To adjust the display color for a specific section, use the three-dot menu displayed when hovering to the right of each chart section and click Edit Chart Section. Click the colored swatch to select a new color before clicking Save.
Viewing a Specific Chart Section
Click the name of a chart section to view only that section. Click the section name again to return to the full org chart.
Display Options
Click the Display Options icon to configure your chart view and more.
To adjust your chart view:
Click the View as dropdown and select one of the following options. Once you've made a selection, click the Apply button to save and view your chart.
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. Please contact our Customer Success Team if you have additional questions.
Chain of Command
The Chain of Command view is great for 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
Click the Datasheet tab at the top of your official chart or a scenario chart to view it as a datasheet. When viewing your chart as a datasheet, the columns will include any data options you have selected. Enabling column stats allows you to visualize stats for applicable numeric and currency data. 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 their 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 configure their org chart view and display options within the limitations of their assigned permissions.
Configuring Data Options
To configure the data fields displayed on your chart, click the Data Options icon, click the search field, and then use the checkboxes to select the desired data fields. You can also drag and drop selected fields to reorder the display order. Click Apply to update the org chart and view your changes.
Color Coding Your Org Chart
Utilize the Color Coding icon to color code your org chart using your organization’s color palette or your own personalized color palette. Color code positions by employee type, location, open/filled, position importance, and more. 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. To adjust colors, click the colored swatch to the left of any value.
Only Company Admins and HR Admins can adjust colors for your organization’s color palette.
Key Metrics
Your org chart’s Key Metrics box summarizes Position Count, Open Positions, People Count, and Annual Comp. To display or hide the Key Metrics box on your official chart or a scenario chart, click the Show/Hide Key Metrics icon in your visualization tools. Expand any position metric to see the metric grouped by open and filled positions by hovering over the metric and clicking the caret. You can include or exclude secondary positions in your position metrics, aka dotted line relationships, by clicking the Configure icon at the top of the metrics table and utilizing the checkbox provided.
Notes about Key Metrics:
Customers of our Position Management module can also view their position budget and total FTE (full-time equivalent) in the Key Metrics box.
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, Position Budget, FTE, and Annual Comp 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).
Visualizing Changes in a Chart Copy
When viewing a scenario chart created by copying another chart, you can compare original data captured from the source chart with current data reflecting changes you’ve made 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 (>>).
Please contact our Customer Success Team for additional assistance.
Additional Resources