This article provides an overview of the Org Chart and explains its different functionalities. You can use the Org Chart to understand your organizational structure at a glance.
You can access the Org Chart from the Organization area in the main menu.
What is the Org Chart?
The Org Chart is a visual representation of your company’s structure. It shows the overall hierarchy, reporting chains, and individual employees.
Each employee card displays the employee’s name, department, role, and number of direct and total reports.
The information shown in the Org Chart depends on the access rights you have.
Explore the Org Chart
To explore the Org Chart, click and drag with your cursor. You can use the view controller at the bottom right to:
- Zoom in or out
- Zoom to fit the screen
- Jump to your employee card
- Return to the home view
Employee cards and reporting chains
By clicking right on an employee card, you can do the following:
- Copy the email address
- Copy the email addresses of all reports
- Download a PNG of the card
You can click on an employee card with reports to display their direct reports. This allows you to view the reporting chain.
Tip
Administrators have the option to hide the cards of employees who don't have a supervisor for the entire account.
Placeholder cards
Placeholder cards allow users with limited access rights to view reporting chains, even if a supervisor is on leave or inactive. This ensures that there are no unnecessary gaps in your Org Chart.
When are placeholder cards shown?
-
If: You can't see an employee's card, but you can see their direct and indirect reports.
- Then: A placeholder card is displayed.
- Note: You can't hide a placeholder card in this case.
-
If: You can't see an employee's card, and you can't see any of their direct or indirect reports.
- Then: No placeholder card is shown.
- Note: Typically, you can only see people in your own legal entity.
Search for an employee
To search for an employee, use the search bar at the top-right of the page. If you click the employee’s name, then their employee card will appear highlighted.
Sharing options
You can use the share icon next to the search bar to do the following.
Copy URL
This feature allows you to copy the URL of the Org Chart view. The filter details are saved in the URL. You can save this URL in your browser favorites, or send it to other employees with the same access rights.
Export the Org Chart view
To export the Org Chart view, click the share icon at the top-right of the page. The Org Chart can be exported in JPEG, PNG, SVG, and PDF format.
The export respects the filters you have applied. If you want to export the whole Org Chart, then clear all filters.
The zoom level applied on the screen is not considered in the export. The export will always display the full image.
Customize the Org Chart view
There are different ways to customize the information displayed in the Org Chart. You can use the functionalities that are explained below.
Views
Note
The Org Chart shows all employees regardless of their status. You can use filters to display only employees with the status Active, Onboarding, or Leave.
The Views functionality allows you to define which employment types are shown. By default, the “all people” view is selected. You can also use the advanced views functionality to display only internal employees or external employees.
Cards
The Cards functionality allows you to customize the information shown on employee cards and how they are grouped.
You can add up to four attributes to each card, such as position, department, and office. Use the drag-and-drop icon to the left of the attribute name to rearrange their order.
If you have Administrator access, you can hide floating cards. These cards represent an employee without a supervisor. They appear at the top of the hierarchy without a reporting chain. You can also choose whether to display open positions.
Highlight
You can use the Highlight functionality to view the distribution of a particular attribute across your organization. Each attribute is color-coded.
Filter
Use the Filter functionality to narrow down the employees shown in the Org Chart. You can filter by the attributes listed below. It is possible to apply multiple filters at the same time.
- Position
- Department
- Office
- Legal entity
- Team
- Employment type
- Gender
- Status
Note that the filter options displayed are dependent on the access rights for the respective attributes. The filters will include only employees who pass the filter criteria and their supervisors, even if they don't pass the criteria.
Access rights for the Org Chart
To view other employees, including in the Org Chart, you need viewing rights for their public profile section. This can be done in the Access Rights, in the Personal data section. Typically, only specific roles in your company will have these rights.
To access the Org Chart, employees need to be granted viewing rights. To do this, follow these steps:
- Go to Settings.
- Go to People > Employee Roles.
- Under Employee Roles, select the relevant role. For example, “All employees”.
- Click the Access Rights tab, go to Configurations > Org chart view, and grant the viewing rights.
Tip
The Filter feature includes several attributes. If an employee lacks access rights to these attributes, additional viewing rights can be granted in the corresponding Access Rights section.
Example
A company may choose to hide employees—for example, from other legal entities. In this case, then these employees will not be visible in the Org Chart.
Learn more about Access Rights.