2. Organizational Chart

3. Allow Pop Up
1
1. You have to allow ‘Pop Up’ screens in order to view the Reporting Hierarchy and
Company Hierarchy.

4. Generate Reporting Hierarchy
1. Go to ‘Org Chart
2. Set the number
>> Reporting
1 of levels to display
Hierarchy’
2
4. Refresh to load
the ‘Reporting 3. Hide employee
3
4 Hierarchy 'or picture if needed
‘Export To PDF’
4
Expansion View
• Hierarchy nodes can also be explored via the
Expansion view.
• When you click on ‘Reporting Hierarchy’ pop up, it
will get generated in a new window.

5. Reporting Hierarchy cont…
2
3
1
3. Click to filter the direct
1. Click on ‘ More Info’ to view reports of the selected
the brief description of the 2. Detail information employee. Separate structure
employee of direct reports will be
shown.
You can configure which information should be visible and which should be
excluded using the ‘Customize Charts’

6. Generate Company Hierarchy
1. Go to ‘Org Chart
2. Set the number 3. Hide company
>> Company
of levels to display logo if needed
Hierarchy’
1
2
4. Refresh to load
the ‘Company
5. Expansion view
4 3 Hierarchy 'or
‘Export to PDF‘
4
Expansion View
• Hierarchy nodes can also be explored via the
Expansion view.
• When you click on ‘Company Hierarchy’ pop up, it
will get generated in a new window.

7. Company Hierarchy cont…
1
2
3
3. Click to filter the next level
1. Click on ‘ More Info’ to view 2. Click on ‘ Employees’ to of division only for the
the brief description of the view the brief description of selected. Separate structure of
company/division the employees in the division next level of divisions will be
shown.
You can configure which information should be visible and which should be
excluded using the ‘Customize Charts’

8. How to customize the reports
2
3
1
4
3. Select the
2. Select the fields in
fields in ‘Reporting
‘Reporting Hierarchy
1. Go to Hierarchy Ext’. This is
‘Customize Nodes’. This what will be 4. Save data
Follow the same process Chart’ is what will displayed
be displayed when ‘More
to customize the by default in Info’ is
Company Hierarchy the node. selected in
the chart.