Configure eligible users for org chart

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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.

    Before you begin

    An active eligible user configuration is a condition that determines who can appear on the org chart. You can have only one active eligible user configuration per domain. Ensure you have only one active configuration.

    Role required: sn_hr_sp.esc_admin

    Procedure

    1. Navigate to Employee Center > Organization Chart > Eligible users.
    2. Click New or open an existing record.
    3. On the form, fill in the fields.
      Table 1. Eligible User Configuration
      Field Description
      Name Name of the eligible user configuration record.
      Order Enter the order number to determine where the item appears in relation to other items
      Application Application that you want to configure the activity for.
      Active Option to activate the eligible user configuration record for use. Ensure you have only one active configuration for eligible users.
      Table Table that the eligible user configuration record is associated with. You can select from one of the following tables:
      • Default: Employee Profile
      • HR Profile: The HR profile table appears only when you install the Human Resources [com.sn_hr_core] plugin.
      • Users
      Note:
      To display all users in your organization, you can model your eligible users on Users or HR Profile.
      Conditions Conditions that a user must meet to be an eligible user. For example, you can select users who are Active or employees joining the organization after a certain start date.
    4. Click Save.

    Result

    Based on this configuration, only the eligible users appear in the Org Chart widget.
    Note:
    When you have multiple eligible user configurations, ensure you deactivate the current active definition before activating the other.

    What to do next

    A scheduled job populates the direct and other report count periodically. You can run the Populate Manager Reportee Count Using Eligible Users (Domain separated) scheduled job on-demand to update the report count at any time. The counts change based on the eligible users or employee status. For more information on running the job, see Update the report count based on eligible users.

    When an employee with direct reports becomes ineligible, the direct reports are tagged to the manager of such ineligible employee.