Organization chart in Employee Center Pro
- UpdatedAug 1, 2024
- 1 minute read
- Xanadu
- Employee Center
Using org chart, learn more about other employees and understand team structures at the organization.
You can offer a better org chart experience with the new org chart functionality available in the Employee Center Pro application. The newer org chart provides an updated UI experience and more configuration capabilities than the older org chart available in the Content Publishing application.
Note: Ensure that you install Employee Profile plugin 5.0.1 and opt in to the Employee Profile.
As an admin, you can perform the following configuration steps:
- Enable the org chart viewer packaged with Employee Center Pro.
- Configure the eligible users and employee card display settings.
- Populate the direct report count and other report count through scheduled jobs.Note: If the other report count is zero, new reports aren’t displayed until the count is updated by the scheduled job. For more information on running the job, see Update the report count based on eligible users.
- Display the total report count in the selected user card and skip level reports.
- Define quick actions based on the org chart action group.
- Add an employee role and manage the reporting hierarchy.
Note: Employee Center Pro customers get the new org chart on opting into the Employee Profile. Mark the Page Route Map record as active. All previous org chart links redirect to the new org chart. See Opt in to the employee profile for more information.
Related Content
- Configure eligible users
Define the eligible users to show up in the org chart. Admin can create a new eligible user configuration from one of the Users, HR Profile, and Employee Profile tables.
- Configure card settings for org chart
Define the lines and information to show on the Employee Center Pro org chart card.
- Modify the org chart widget display
The org chart widget displays the employees and organization hierarchy. You can configure the instance options to control the number of employees.