Org Chart Page

The Org Chart page displays hierarchy levels within organizational units (OU), which helps users see the various employment channels within the organization. In order for a user to view the Org Chart page, they must be given permission to view it.

To access the Org Chart page, select the option from the navigation tab. The navigation tab location of the Org Chart page will differ depending on where the administrator configured the page to appear in the portal. Note: If there is no navigation link for the org chart in any of the navigation tabs, then the link may not have been added yet by the administrator. Contact your system administrator to add the link to a navigation tab.

This functionality is only available for organizations with Cornerstone HR, Succession, or View. The functionality is automatically enabled in those portals.

Note: To enable Cornerstone HR, Succession, or View, contact Global Product Support.

Options

The following options are available from the Options drop-down menu:

Org Chart Tabs

The information on the Org Chart page displays on two tabs:

  • People - This tab displays the org chart in a user view.
  • Organization - This tab displays the org chart in a Division Organizational Unit (OU) view.

Note: When moving between the tabs, you will always be returned to the default state of the tab.

Search Users or OUs

The search bar at the top of the page allows you to search for users or OUs in the org chart. To search, you can use a user's name, position, division, location, or manager's name. Or, you can also search for Division OUs. Predictive search items will display below the search bar. Click an item from the search results to view the org chart hierarchy.

Full Screen Mode

The Toggle Fullscreen Mode option lets you view the page in full screen mode. When viewing in full screen, you can still access all features of the Org Chart page. The page header and footer do not display.

To exit full screen, click the Toggle Fullscreen Mode option or press the "esc" (escape) key on your keyboard.

Custom Header/Footer Consideration

For portals with custom HTML configured for their header or footer, the full screen mode may behave differently. For example, the footer may not be hidden when viewing the org chart in full screen, or some elements of the header/footer might still appear when viewing full screen. These issues may not be resolvable due to the custom HTML.

Toggle Card Size

The toggle options display a basic user card and a more detailed large user card. To switch between the two layout options, click the toggle options on the right side of the page.

The number at the bottom of the card indicates the number of direct reports for a user. If there are no direct reports in an area of the hierarchy, then a number does not display in the small card and the small card will be blank.

  • Medium User Card - Click the minus magnifier icon to view the medium user card. This view shows up to two OU details that are configured by the administrator in Org Chart Preferences.

  • Large User Card - Click the plus magnifier icon to view the large user card. This view shows up to five user details that are configured by the administrator in Org Chart Preferences. The details may include performance review rating and OU, Succession, and Compensation data.

Note: The medium card view allows you to see more cards on the screen all at once.

People Tab

The People tab displays the org chart in a user view, which shows the organization's personnel hierarchy. The levels of hierarchy that display for you depend on where you are in the hierarchy. If there are direct reports below you, either your own or another user in the same OU, then you can view up to two levels down. You can also view up to two levels above you, if there are at least that many levels above you in the hierarchy.

By default, when you access the org chart, there are three levels of hierarchy, if available. If you have direct reports, then the direct reports' level displays. If you have a manager, then your manager's level also displays.

The additional levels that are available to display for you are also dependent upon the permissions you have to view other levels in the hierarchy. If you do not have permission to view levels above or below you, then the option to view them is disabled on the Org Chart page. For example, if there is a constraint on your permission that restricts you to viewing only users in your Division OU, then the org chart only displays users in your division.

Note: The Org Chart page does not indicate your visibility level, such as explaining which OUs you can view based on your permission constraints. If there is a level that is not visible to you, then an option to view it will not display.

Organization Tab

The Organization Tab displays the org chart in a Division Organizational Unit (OU) view. Each card shows the OU name and the number of active users in that OU.

By default, when viewing the Organization tab, you may see up to three levels of hierarchy. Your division will be at the center of the chart, below will be any child division of your division, and above will be your parent division. The actual number of levels displayed will depend on the location of the division in the organization hierarchy.

Note: The organization view is not constrained in permissions.

The following information displays in the cards for Division OUs:

  • Division Name - This is the name of the Division OU.
  • Total Users - This displays the total numbers of active users rolling up to the division.
  • Direct Users - This displays the number of active users that directly belong to a specific division.
  • Number of Child Divisions - If a Division has at least one child division, then the number of child divisions appears in a circle at the bottom-center of the card. Click the blue circle to expand the org chart. Click the blue circle again to collapse the direct reports.

User Card Flyout

The user card flyout provides additional details that cannot fit into the large user card. The flyout provides a look at the user's must current performance review rating, as well as succession metrics and compensation data. The details may also include Organizational Unit and User Record custom fields data.

See User Card Flyout.

Considerations

  • Constraining the org chart limits the users that the viewer can see in the org chart.
  • If the viewer does not meet the availability requirement for a field, the field is not shown on the user card or flyout.