One of the most powerful tools in ChartHop is the org chart. After uploading your employee roster and historical data into the system, you will find your organizational data displayed in a unique and stunning org chart.
Figure 1: Welcome to your org chart.
Now that your people data is in front of you, let's cover the basics on how to adjust the view.
Figure 2: Adjusting the org chart view.
Zooming in and out: you can use your mouse to zoom by scrolling up or down. You can also use the zoom tool on the org chart itself in the lower left-hand corner.
Drag to pan: place the cursor in a blank area, then click and drag to pan around the chart and view your organization.
Horizontal view: change the way your org chart is viewed from vertically to horizontally by clicking the change view icon next to the zoom icons.
Depending on your screen size or resolution, the default view of the org chart may be too small to display all of the org members you want to view. Other than zooming out to make space, you can also click on a manager to bring up all of their direct reports.
Figure 3: Narrow the focus by clicking on a manager.
Clicking on the same card a second time will pull up the profile card with some quick information about that org member.
Figure 4: Pull up the profile card by clicking a second time.
At the top of the page, you will find a collection of filtering tools that are designed to manipulate the org visualization displayed on the chart.
Figure 5: Use the top bar to manipulate the org visualization.
If you want to view an open role or view the profile of a person in a job, type the job title, and the results will appear as you type. Similarly, If you want to bring up an individual within your organization, type their name until they appear. Once you click their name from the search field, the org chart will load that person as they appear in your organization's hierarchy.
The highlight dropdown is used to overlay a wide variety of ChartHop data points on top of the Org Chart. Selecting a data point from the dropdown will change the color scheme information displayed under each card.
Figure 6: The org chart above is highlighted to show number of directs.
Figure 7: The org chart above is highlighted to show work anniversary.
Figure 8: The org chart above is highlighted to show location.