The document describes the Org Chart Viewer and Mobile Company Directory features available in PeopleSoft 9.1. The Org Chart Viewer allows users to view organizational structures and employee relationships through configurable chart and list views. These views provide profile details and allow navigation across reporting lines. The Mobile Company Directory enables access to searchable employee profiles and organizational information from mobile devices.

1. Org Chart Viewer
and
Mobile Company Directory
In PeopleSoft 9.1

2. Org Chart Viewer
Org Chart Viewer consist of below items.
• Company Directory
• Direct-line Reports
• Matrix Reports (Teams)

3. Example..

4. Company Directory - Chart View..

5. 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.

6. Company Directory - List View..
User can navigate from Chart view to List view and vice-versa.

7. Direct Line -Smart Navigation

8. 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

9. Can it be downloaded?
Org Chart can be downloaded to Excel and Visio.

10. Node configured with dropdown menu

11. Profile View

12. 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.

13. Mobile Company Directory

14. Available on..
• Company Directory – Tablet
• Company Directory – Phone ( for the Smart
phone)

15. 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.

16. Home Page
Landscape View

17. Portrait View

18. Profile Page – Contact Info

19. Org Chart

20. Org Chart
• Mobile version of org chart has same feature
as Desktop version except action menu is not
available.
• Mobile version / Tablet version can be
configured.
• Quick access of information.

21. HR Details

22. 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.

23. 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.

24. FAQ…
• This chart type can be used to display many
different types of hierarchical relationships.
– People in organizations
– Positions in organizations
– Departments in organizations