Org Chart Preferences

This section allows you to select organizational unit (OU) fields that will display in the user cards and user flyout on the Org Chart page. The ability to add OU fields is disabled when the maximum number of fields has been added.

By default, the Division and Position fields are added. You can modify the default selection by removing the field(s) and adding different OU fields.

To add fields:

1. Click the select icon . This opens the a pop-up that allows you to select the OU fields.
2. Click the Select options drop-down. This displays the list of standard and custom OUs that you can add.
3. Check the OU(s) to add. Up to two OU fields can be added. If there is already one OU field in the table, then only one additional OU field can be added. The fields that display in the drop-down are based on your availability to view the fields.
4. Click Add. This adds the OU(s) to the fields table.

In this section, you can select the user attributes that will appear at the bottom of the user card flyout on the Org Chart page.

Available Field Types

The following are the possible field types that can be added:

• Compensation - This option is only available for portals with Compensation enabled. The following fields can be added:
  • Compa-Ratio
  • Salary/Rate (current)
  • Merit Increase
• Organizational Unit Type
• Organizational Unit Custom Field - This option only displays if at least one Organizational Unit custom field has been configured in Custom Field Administration, and you meet the availability criteria defined for the field. The field will display as "[Field Title (Metric Type, OU Type)]." The following field types can be added:
  • Checkbox
  • Date
  • Dropdown
  • Numeric
  • Radio Button
  • Short Text Box
• Performance - This option is only available for portals with Performance enabled. The latest performance review rating can be added.
• Succession (custom fields) - This section allows you to add Succession custom fields. This option is only available for portals with Succession enabled, and if at least one Succession custom field has been configured in Custom Field Administration, and you meet the availability criteria defined for the field. The fields that are available will display as "[Field Title (Metric Type)]." The following custom field types can be added:
  • Checkbox
  • Date
  • Dropdown
  • Formula Metric
  • Metric Grid
  • Numeric
  • Radio Button
  • Rating Scale Metric
  • Short Text Box
• User Record Custom Field - This section allows you to add User Record custom fields. This option only displays if at least one User Record custom field has been configured in Custom Field Administration, and you meet the availability criteria defined for the field. The fields that are available will display as "[Field Title (Metric Type, Category)]." The following custom field types can be added:
  • Checkbox
  • Date
  • Dropdown
  • Numeric
  • Radio Button
  • Short Text Box

Select OU/User Attributes

To select fields:

1. Click the Organizational Unit Type or Performance drop-down and select one of the field types.
2. Click the select icon . This opens the select fields pop-up.
3. In the pop-up, check the box next to the desired fields in the Select options drop-down.
4. Click Add. This adds the fields to the section.

Click the arrows to drag and drop the fields to reorder them. Note that you can also click and drag anywhere in the row to reorder the field.

Click the Remove icon to remove the field from the list. The removed data will no longer appear in the user details on the Org Chart page, unless the field is re-added on the preferences page.

Up to 5 fields can be added to the main user card. The select fields pop-up will indicate how many more fields you can add based on the number of fields that have already been added.

If you have met the 5-field maximum and would like to add different fields, then you can delete previously added fields by clicking the Remove icon in the Action column and adding new fields.

This option allows you to preview how your field selections will look on the user card on the Org Chart page. Click Preview to view the user card with your field selections displayed.

If a field becomes inactive or is deleted from the system, then the field is no longer available to select.

If the field had already been selected, then the field is automatically removed from the section and will no longer be visible on the Org Chart Preferences page and the Org Chart page.

If you no longer have permission to view a field as a result of changes to your permissions and constraints, then the field is no longer available to select and will no longer be visible on the Org Chart Preferences page.

The fields table shows you which attributes will be visible in the user details on the Org Chart page.

The following information displays in the table:

• Title - This displays the title of the OU field.
• Type - This displays the OU field type.
• Metric Type -
• Action - The following options are available in this column:
  • Drag to Rearrange - Click the arrows to drag and drop the fields to reorder them. Note that you can also click and drag anywhere in the field row to reorder the field.
  • Remove - Click the Remove icon to remove the field from the list. The removed data will no longer appear in the user details on the Org Chart page unless the field is re-added on the preferences page.

User attributes provide a deeper understanding of the user in the org chart. Administrators can add attributes from across the application to provide more information beyond what is available on the user card on the main org chart page.

The attributes also act as a quickly accessible snapshot of important user data, rather than needing to access this information from various pages in the Universal Profile. The Universal Profile can still be accessed by clicking the user's photo, but by adding attributes, you can deliver more of a 1-stop experience on the org chart.

Available Field Types

The following are the possible field types that can be added:

• Compensation - This option is only available for portals with Compensation enabled. The following fields can be added:
  • Compa-Ratio
  • Salary/Rate (current)
  • Merit Increase
• Organizational Unit Type
• Organizational Unit Custom Field - This option only displays if at least one Organizational Unit custom field has been configured in Custom Field Administration, and you meet the availability criteria defined for the field. The field will display as "[Field Title (Metric Type, OU Type)]." The following field types can be added:
  • Checkbox
  • Date
  • Dropdown
  • Numeric
  • Radio Button
  • Short Text Box
• Standard - The following standard fields can be added:
  • City
  • Country
  • Direct Phone
  • Email
  • Fax
  • Last Hire Date
  • Mobile Phone
  • Original Hire Date
  • State
  • Time Zone
  • UserId
  • User Status
  • User Subtype
  • User Type
• Succession (custom fields) - This section allows you to add Succession custom fields. This option is only available for portals with Succession enabled, and if at least one Succession custom field has been configured in Custom Field Administration, and you meet the availability criteria defined for the field. The fields that are available will display as "[Field Title (Metric Type)]." The following custom field types can be added:
  • Checkbox
  • Date
  • Dropdown
  • Metric Grid
  • Numeric
  • Radio Button
  • Short Text Box
• User Record Custom Field - This section allows you to add User Record custom fields. This option only displays if at least one User Record custom field has been configured in Custom Field Administration, and you meet the availability criteria defined for the field. The fields that are available will display as "[Field Title (Metric Type, Category)]." The following custom field types can be added:
  • Checkbox
  • Date
  • Dropdown
  • Numeric
  • Radio Button
  • Short Text Box

This section allows you to add succession, compensation, and performance data. The types of fields that are available to select are dependent upon the functionality that is enabled for the portal, your availability to view the fields, and your permissions and permission constraints.

The following are the possible field types that can be added:

• Compensation - This option is only available for portals with Compensation enabled. The following fields can be added:
  • Compa-Ratio - Note: The maximum value is 2.0. If the value is greater than 2.0, then the progress bar for the field on the Org Chart page will display as full.
  • Merit Increase
• Performance - This option is only available for portals with Performance enabled. The latest performance review rating can be added.
• Succession (custom fields) - This section allows you to add Succession custom fields. This option is only available for portals with Succession enabled, and if at least one Succession custom field has been configured in Custom Field Administration, and you meet the availability criteria defined for the field. The fields that are available will display as "[Field Title (Metric Type)]." The following custom field types can be added:
  • Formula Metric
  • Rating Scale Metric

To select fields:

1. Click the Please Select drop-down and select one of the field types.
2. Click the select icon . This opens the select fields pop-up.
3. In the pop-up, check the box next to the desired fields in the Select options drop-down.
4. Click Add. This adds the fields to the section.

Click the arrows to drag and drop the fields to reorder them. Note that you can also click and drag anywhere in the row to reorder the field.

Click the Remove icon to remove the field from the list. The removed data will no longer appear in the user details on the Org Chart page, unless the field is re-added on the preferences page.

Up to 15 fields can be added to the user card flyout. The select fields pop-up will indicate how many more fields you can add based on the number of fields that have already been added.

If you have met the 15-field maximum and would like to add different fields, then you can delete previously added fields by clicking the Remove icon in the Action column and adding new fields.

This is a new option. This option allows you to preview how your field selections will look on the user card flyout on the Org Chart page. Click Preview to view the flyout with your field selections displayed.

If a field becomes inactive or is deleted from the system, then the field is no longer available to select.

If the field had already been selected, then the field is automatically removed from the section and will no longer be visible on the Org Chart Preferences page and the Org Chart page.

If you no longer have permission to view a field as a result of changes to your permissions and constraints, then the field is no longer available to select and will no longer be visible on the Org Chart Preferences page.