Org chart

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Org chart

  1. 1. Organizational Chart
  2. 2. Allow Pop Up 11. You have to allow ‘Pop Up’ screens in order to view the Reporting Hierarchy and Company Hierarchy.
  3. 3. 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 34 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.
  4. 4. Reporting Hierarchy cont… 2 3 1 3. Click to filter the direct1. 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’
  5. 5. 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 view4 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.
  6. 6. Company Hierarchy cont… 1 2 3 3. Click to filter the next level1. 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’
  7. 7. 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 dataFollow the same process Chart’ is what will displayed be displayed when ‘Moreto customize the by default in Info’ isCompany Hierarchy the node. selected in the chart.

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