Org Unit Directory

The directory lists all the org units within the company along with the following details by default:

Org Unit ID
Org Unit Name
Cost Center Name
Cost Center ID
Manager Employee Name
Manager Position Name

Additional fields can be added to the listing by clicking and selecting the fields you would like displayed. You can also add columns to the table by clicking > Add Column.

From this page you can click any result to open the quick details info panel. Along with viewing the information in the quick details you can also click on the following icons for more information:

Details: Open the position or employee full details page.
Org Chart: Locates, focuses and highlights the position or employee within their organization in the org chart. It also includes a highlighted line to their direct report.

You can also export the Org Unit Directory information as an Excel, CSV, PDF, or JSON file by clicking the Export icon Export directory to excel icon . Exported files can be downloaded from the Reports page. If required, the export can be scheduled to run at a later time.

To schedule the export:

Click > Schedule.
Set the date range using the Scheduled From and Scheduled To fields.
Set the run frequency by selecting one of the tabs ("Hourly", "Daily", "Weekly", "Monthly", or "Yearly") and adjusting the parameters below.
Click Schedule.