Org Chart Options

The chart options lets you customize the information that appears in the nodes in your org chart. To open the chart options, click the expand icon Expand chart options icon to the left of the frame. When the chart options panel opens, you can select which type of node view you want to see information for. Use the drop down menu to select one of the following view options:

Each view lets you select which details you want to include in the nodes in your org chart. After selecting your node view, you can then select which information you want to display in the node.

You can reset your filters by selecting the reset icon at the top of the filter panel. A filter sub category can be excluded from the search results by hovering over that sub category and clicking the exclude icon.

By default the filter info panel is open but you can hide and open the filter panel by clicking the collapse icon.

Standard View

The standard view is the default view of an org chart and nodes. The standard view displays the org chart in the chart view and lets you chose from the following details to include in the node:

  • Portrait
  • Location information
  • Company information
  • Employee status
  • Contact information

Along with the standard details listed above, custom fields can be added to include any specific filters you may require that are not included in the predefined list.

Note: The ability to create a custom field is determined by your user access and is not available to all users.

Employee Analytic View

The employee analytic view displays the org chart in the chart view and gives you all the view options as the standard view, but you can also include employee analytic information in the nodes, if you chose:

  • Headcount
  • Span of control
  • Total salary
  • Layer

Position Analytic View

The position analytic view displays the org chart in the chart view and gives you all the view options as the standard view, but you can also include position analytic information in the nodes, if you chose:

  • Position count
  • Occupies Position count
  • Unoccupied position count
  • Managed position count

For more information, including definitions and calculations for the analytics, see the Analytics section.

Standard Summary View

Standard summary displays the org chart and nodes in the summary mode and lets you chose from the following information to display:

  • Employee information
  • Position information
  • Location information
  • Company information

Note: To view the Summary view, ensure your org chart is in Summary mode.

Simplified Summary View

The simplified summary displays the org chart in the summary view and will only list the names of the employees that are direct reports to the node. You cannot select any other org chart options for this org chart option.

Note: To view the Simplified Summary view, ensure your org chart is in Summary mode.

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