Organizational Chart

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

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Allow Pop Up

1. Go to ‘Org Chart >> Reporting

Hierarchy’

2. Set the number of levels to display

3. Hide employee picture if needed

4. Refresh to load the ‘Reporting

Hierarchy 'or ‘Export To PDF’

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• 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.

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Expansion View

Generate Reporting Hierarchy

Reporting Hierarchy cont…

1. Click on ‘ More Info’ to view the brief description of the

employee2. Detail information

3. Click to filter the direct reports of the selected

employee. Separate structure of direct reports will be shown.

You can configure which information should be visible and which should be excluded using the ‘Customize Charts’

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1. Go to ‘Org Chart >> Company Hierarchy’

2. Set the number of levels to display

3. Hide company logo if needed

4. Refresh to load the ‘Company

Hierarchy 'or ‘Export to PDF‘

5. Expansion view

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• 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.

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Expansion View

Generate Company Hierarchy

Company Hierarchy cont…

1. Click on ‘ More Info’ to view the brief description of the

company/division

2. Click on ‘ Employees’ to view the brief description of the employees in the division

3. Click to filter the next level of division only for the selected.

Separate structure of next level of divisions will be shown.

You can configure which information should be visible and which should be excluded using the ‘Customize Charts’

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How to customize the reports

1. Go to ‘Customize

Chart’

2. Select the fields in

‘Reporting Hierarchy

Nodes’. This is what will be displayed by default in the

node.

3. Select the fields in

‘Reporting Hierarchy Ext’.

This is what will be

displayed when ‘More

Info’ is selected in the

chart.

4. Save dataFollow the same process to customize the Company Hierarchy

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