Context Menu

Each node has a context menu with additional actions. Depending on the org chart and organizational object you are viewing, the context menu can have the following options, but note that not all options are available to all users, based on their roles and security permissions. To open the context menu, right click on a node and chose one of the following:

• View details: Opens the full details page for the node. See the Full Details Pages section for more information.
• Expand structure: Expands all the child nodes beneath a node.
• Collapse structure: Collapses the expanded child nodes.
• Set as root: Sets the selected node as the root of the org chart.
• Remove as root: Removes the root designation on the node.
• Node View: Select the Org Chart Options you want to display in the org chart.
• Open position directory (only applicable to positions with children): Opens a position directory that only lists the children nodes of that node, passing any selected filters.
• Open org unit directory (only applicable to org units with children in Org Unit reporting structures): Opens an org unit directory that only lists the children nodes of that node, passing any selected filters.
• Open employee insight dashboard: Opens the Employee Insight Dashboard filtered to the selected node and all its descendants.
• Go To: For nodes with multiple managers and relationships, you can select which parent to root the node to.