Org Chart

Kim Reed

Last Update há 18 dias

From the user Dashboard, to access the Org Chart, click on ORG CHART at the top of any page (4.1).

After clicking on Org Chart, a user can search for a user in View User (4.2), search for a team in View Team (4.3) or View Business Unit (4.4) by typing the name or group you are trying to locate. As a user clicks on a “team” it will open to the next level of the organization (4.4).
If a team has no border around it, that indicates there are additional teams below it on the Org Chart. To access them, simply click on the team’s box and they will appear. If a team has a border on it, that is the end and there are no more teams below them.

 

By clicking on the employee’s picture, the leader is directed to that employee’s Dashboard. If a user is not a leader or administrator for the specific employee, the shortcut will not work.


The icons in the lower right corner will do the following from top to bottom: 1) screen will remain static, 2) screen will return to a view of all the teams that were expanded prior to zooming or reducing, 3) the plus sign zooms in and the dash zooms out and 4) the bottom button will take the Org Chart to full size on your screen. Simply hit ESC to cancel out of that view.

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