Company Directory - Chart View..• Chart View provides various information and can perform the action. Which reduces many click and reduces confusion to navigate to system. – Action dropdown is configurable. – Each node shows Total and Direct reports. – Node information can be configured.
Company Directory - List View..User can navigate from Chart view to List view and vice-versa.
Matrix Reports• Manual (where the owner is at the top of the node)• Access Type (using the Direct Reports API) – By Department Manager ID – By Department Security Tree – By Group ID – By Part Posn Mgmt Dept Mgr ID – By Part Posn Mgmt Supervisor – By Reports To Position – By Supervisor ID• Tree-based hierarchy
Can it be downloaded?Org Chart can be downloaded to Excel and Visio.
Benefits• User engagement with the system.• Better user experience.• We can configure the chart to show a person’s IM presence as part of their node. A user could then start a chat session in a chat client with the person from the organization chart.• Better visibility on indirect reports.• Include personal note and personal profile links.
Available on..• Company Directory – Tablet• Company Directory – Phone ( for the Smart phone)
What can we do?• Mobile company directory enables to perform the following. – Search People and view information – Quick access to people you have recently viewed, direct reports, peers and favourites list. – Send email, phone call, text message by tapping email address and phone number.
FAQ…• Does this require licence? – No. This is part of PeopleSoft HCM 9.1 and should have PeopleTools version higher that 8.52. – Hence this reduces addition maintenance to support different application for Org Chart.• Functional difference between Org View and Company Directory. – Org View extends the feature of Direct-line reports and Matrix view.
FAQ…• Can the information on Mobile pages customizable? – No. But the information can be configurable.• Can the ad-hoc chart be prepared? – Matrix view can be useful on this.• Is it possible to build custom Org Chart? – Yes. Development effort required to build.
FAQ…• This chart type can be used to display many different types of hierarchical relationships. – People in organizations – Positions in organizations – Departments in organizations