The Orgchart View

 

The following article explains the Orgchart view function located in the Employee overview section where you can also find the Employee list.

 

What is the Orgchart View?

The Orgchart view offers an overview of the hierarchical structures in your company. It displays all internal and external employees with basic information in status active and leave depending on the access rights an employee has. Employees will only see the organizational structure to which they have access to. The Orgchart view is filterable and you can search for employees as well as navigate and zoom within the tree. You can also export either the entire or a filtered version of the Orgchart view in different formats.

 

Navigating the Orgchart View

You can access the Orgchart view via the section Employees by clicking on the button Orgchart view on the upper right. 

Note that employees with the status Onboarding and Inactive are hidden from the Orgchart view. In addition, if employees don't have at least viewing rights for an employee's attribute Status and this employee is on leave, he will not be displayed in the org chart. If this employee has direct reports, these will also be hidden.

 

Displaying the Organizational Structure

In the Orgchart view, all internal and external employees in status active or leave appear in relation to their direct supervisor. On each employee's card, their name, position and their department are displayed. 

Note that employees on leave are still displayed in the Orgchart view but marked by a grey banner on their profile picture.

employees-orgchart-navigating_en-us.gif

You can look at the organizational structure surrounding certain employees, navigate per drag and drop or open the tree lines of direct reports by clicking on a supervisor. The number of direct reports for each supervisor are marked in blue underneath their card. By clicking on an employee's name, you can navigate directly to their profile.

To display either a larger overview or certain parts of the org chart, zoom in or out via the zoom bar on the lower left corner and via your mouse or touchpad.

 

Filter and Search Functions 

The Orgchart view can be customized by filtering for certain attributes. In addition, the seach bar on the upper left helps locate empoloyees in the organizational structure. 

employees-orgchart-filter_en-us.gif

 

Search for Employees in the Orgchart View

Search for employees by entering their names in the search bar. You will be shown to the respective employee and their direct supervisors or reports. Click on the name of the employee to access their personal profile. 

 

Filter Functions for the Orgchart View

You can filter for the following attributes, adding one single or multiple filters for the attributes subcompany (if activated), department, office and team.

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.

The filter details are saved in the URL. Therefore you can save this URL in your browser favorites or send it to other persons to view the defined selection, if they are granted the same access rights.

 

Exporting the Orgchart view

To export the Orgchart view, click on the Export button on the upper right corner. In the export window, you can then choose a file format and confirm the export. 

orgchart-export_en-us.png

The Orgchart view can be exported as a jpeg-, png- and svg-file. The exported chart will be the exact configuration displayed on screen and will represent chosen filter options, if enabled. To export the whole organizational structure, make sure all reports are displayed. 

Note that the zoom level chosen on screen will not be considered in the export. The exported image will always display the whole chart selected on screen.

 

Access Rights for the Orgchart View

To access the Orgchart view, employees need viewing rights to the section Orgchart under settings > employee roles > respective role > access rights > orgchart.

In order to see other employees, at least viewing rights for the employee's public profile section must be granted. If employees on leave and their direct and indirect reports should be displayed as well, at least viewing rights for the section where the attribute Status is located (in most cases the section HR information) must be ganted, too.

If all filter options for subcompany (if activated), department, office and team should be available and the employee has no access rights for them, additional viewing rights to the sections where these attributes are located must be granted.

For further details on access rights, have a look at this article.

 

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