In this article you'll learn how to create custom org chart views, add elements to them, and rename or edit existing org charts. Custom org charts allow you to build organization structures from scratch or based on existing org charts, with the flexibility to add managers, subordinates, and peers. This article is relevant for Admin and HR Admin users who need to create and manage custom organizational views.
Single employee (including inactive employees)
Company
Department
Future role
Assistant
Division
Team
Note: Everyone except users under the Restricted access profile will have access to custom Org chart views. An exception can be made by creating custom profiles.
Under People > Org Chart, you can access the Standard org chart.
Creating custom Org chart
To create a custom Org chart, please follow the next steps:
Click on Add Org chart view towards the top right corner
Choose the base to be Empty, Standard org chart, or existing custom Org charts and provide a name of your choice
If you select an Empty base, you can click Create first element to add your first element to the whiteboard. Otherwise, you can add elements to any of the existing elements in the Org chart by clicking the "+" icon that appears when you hover the mouse over an existing element
Add more elements by clicking the "+" icon that appears when you hover the mouse over an existing element
Click on Finish to save the custom org chart
Note: Only the Admin and HR Admin can create custom Org chart views. An exception can be made by creating custom profiles.
Depending on the side, the "+" icon signifies the following:
Add manager (top)
Add subordinate (down)
Add peer (right & left)
When you add an inactive employee as an element to the custom Org chart, it will be greyed out to differentiate it from the active employees.
Managing the elements
To edit/delete an element, click on the "three dots button" on an element:
Edit - you can edit the selected node
Delete - you can delete either the selected single role or the role and whole subchart
Renaming custom Org chart
Under People > Org Chart, please follow the next steps:
Under Show Org chart views, you'll find the existing org chart views
Click on the "three dots button" and select Rename against any view to rename an Org chart view
Click on Save view to complete the changes
Editing custom Org chart
Under People > Org Chart, please follow the next steps:
Under Show Org chart views, you'll find the existing org chart views
Click on the "three dots button" and select Edit against any view to edit an Org chart view
Click on Finish to save the changes to the org chart
Deleting custom Org chart
Under People > Org Chart, please follow the next steps:
Under Show Org chart views, you'll find the existing org chart views
Click on the "three dots button" and select Delete against any view to delete an Org chart view
Click on Remove view to complete the deletion process
Note: Once deleted, the custom Org chart view can't be retrieved.
Exporting Org chart views
Under People > Org Chart, please follow the next steps:
Under Show Org chart views, you'll find the existing org chart views
Select the view that you would like to export from the system
Click on the Export button to receive the export in PDF or SVG format
Navigating custom Org chart
You can navigate through an Org chart using the toolbar at the bottom right corner. Following operations can be performed using the Toolbar:
Find me - To locate yourself in the Org chart (Appears only when you're present in the Org chart)
Expand/Collapse - To expand or collapse (to 2 levels) the Org chart between multiple levels
Zoom in
Zoom out
Zoom to fit
