Org Chart Settings

The Org Chart settings section lets you enable or disable the different Chart views and filtering options using the toggle as well as selecting the default root for your org chart.

General Settings

The general org chart settings lets you enable or disable the following settings:

Field selection in org chart options panel
Saving custom views
Selecting the default chart view
Show all incumbents: Enable the switch to display the "Show all incumbents" chart option in standard views. If this chart option is selected and there are multiple incumbents, all incumbents are listed by name in the node. By default, this setting is disabled and the "Show all incumbents" option is hidden.
Manager Inheritance: Enable the switch to have vacant org units (i.e., org units without a chief position, or org units without an incumbent in the chief position) inherit position managers from a parent (or higher) org unit. The application searches upwards until it finds an org unit with a position that has an incumbent. With inherited managers displayed, users will be able to better understand reporting relationships, even when some data is incomplete. Disable the switch to show "No Managers" on vacation org units. By default, this switch is disabled.
Display Options: Enable the switch to show the Display Options icon on the right of the chart frame, which allows users to filter out types of org chart nodes. By default, this switch is disabled. The Display Options list can be configured.

Standard Org Chart Settings

The standard org chart setting lets you enable or disable the following settings:

Employee analytics view
Position analytics view

Summary Org Chart Settings

The summary org chart settings lets you enable or disable the following two summary chart settings:

Summary Chart filter options
Detailed Summary Chart view

Root Settings

In this section, you can set the following:

Default hierarchy structure
Default root.

You can also enable Dynamic Rooting. Dynamic Rooting will limit an employees view to only within their organization. If a node has children nodes, the Dynamic Root will be set at that node. If there are no children nodes, it will map to the parent of the node.

If the root of the node cannot be determined, the org chart will use the default root by default.

Display Options

This page allows you to configure the list available in the org chart Display Options when the Org Chart > General Settings > Display Options setting is enabled.

You can enable or disable the following default display options:

Hide vacant positions
Hide individual contributor positions
Hide temporary contract positions
Hide contractor positions
Hide consultant positions

You can also create custom display options for positions and org units:

At the top of the page, enter a Name. By default the Internal Name is populated, but you can edit it if desired. Note that the Internal Name cannot be modified once it has been added.
Click Add Filter. The option appears in the list.
Click on the new option to expand it.
Enter the following information:
- Function: Select "Filter on Fields" or "Filter on Hierarchy". Note that the majority of the time, you should select "Filter on Fields".
- Node Type: Select position or org unit
- Field: Select the field that you would like the filter to be based on.
- Operator and Value: Select the appropriate filter. Note that the operator and value must match the criteria that you would like the user to be ble to filter out.
- Fallback: This switch controls whether the node should be hidden if the field cannot be found when the user enables the display option (for example, when searching for a child node). Enable this switch to filter out the node, or disable it to keep showing the node.
- Default State: Select if you want this filter to be enabled or disabled by default.
Click Save Settings at the top of the page.

Badge Mappings

The badge mappings setting allows you to set conditions with which color-coded badges will appear on the required nodes in the Org Chart. You can create mappings for position fields and Org Unit fields.

Before creating mappings, you must create mapping areas which determine the field being used. A mapping area can have multiple mappings associated to it to reflect different statuses within the selected field..

To create a badge mapping:

Click Admin > Settings > Org Chart > Badge Mappings.
Select the Field for the mapping area.
Enter a Mapping Name in English and French.
Click Add Mapping Area. The newly created mapping area appears in the list below.
Click on your new mapping area and then click Add Mapping.
Select an Operator and a Value.
Set the Legend in English and French. The Legend determines what will be displayed in the badge.
Set the Color for the badge.
Click Save Settings.

Icon Mappings

The icon mappings setting allows you to set conditions with which icons will appear on the required nodes in the Org Chart. You can create mappings for position fields and Org Unit fields.

To create an icon mapping:

Click Admin > Settings > Org Chart > Icon Mappings.
Select the Field for the mapping area.
Enter a Mapping Name in English and French.
Click Add Mapping Area. The newly created mapping area appears in the list below.
Click on your new mapping area and then click Add Mapping.
Select an Operator and a Value.
Set the Legend in English and French. The Legend determines what will be displayed in the badge.
Set the Icon by clicking and selecting an icon from the provided list.
Click Save Settings.

Custom Analytics

Custom analytics allow you to create custom metrics that can be used in either Position or Employee Analytic views. Once saved, your custom analytics will appear under the org chart options.

To create custom analytics:

Click Admin > Settings > Org Chart > Custom Analytics.
Enter the Internal Name for the field. Note that this cannot be changed once set.
In the Entity View Type field, select whether this will appear under Position or Employee analytics.
Set the Field Name used in the calculation and Field Operator (e.g., Sum, Min, Max, etc.).
Enter the Name for the custom analytic, which will be displayed in UI, in English and optionally French.
Click Add to save the row. Repeat this proces as needed.
Click Save Settings once done.