Custom Org chart

Along with the standard Org chart generated by the system, you can create custom Org charts in Kenjo. 

This feature allows you not only to create custom views of existing organizational structures but also to visualize how you can restructure the whole organization in a few clicks. Following elements can be used to create custom Org charts:

• 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