Org Chart
One of your most powerful tools in ChartHop is the Org Chart. After you upload your employee rosterĀ andĀ historical dataĀ into the system, the Org Chart page allows you to easily navigate aspects of your organization, such as departments and teams, and view particular employee profiles.
The Org Chart view is always set to Primary, which displays the current state of your organization. ChartHop users with the correct permissions can view planning scenarios with the Scenario selector in the top left corner.
The upper left corner displays the total number of people in your organization, as well as open jobs. Open jobs are included in the total regardless of the recruiting status.
You can use the view adjustment tools in the lower left to adjust your view of the org chart. You also have the flexibility of changing your view of the Org Chart by using your mouse or trackpad.Ā Interact with an empty space in the Org chart and drag in any direction.
Adjustment | Usage |
Zooming | Select the plus or minus zoom icons to zoom your view. You can also enter a specific zoom percentage. |
Orientation | Change the orientation from vertical to horizontal by selecting the corresponding icons on the far left. |
Reset view | Select Reset view to return to the default Org Chart view. |
ChartHop intelligently abbreviates job titles in the Org Chart when you zoom in or resize your browser window. For example, "Senior Vice President" becomes "SVP".
Depending on the size of your Org Chart, you may not be able to fit all employees on the screen at once. When this happens, you use the expansion arrows to navigate your Org Chart. Expansion arrows display next to employees or jobs where the org members below them in the reporting structure are temporarily hidden because of display limitiations. Select an arrow to view the departments, team, or employees below that employee.
You can hover your cursor over the expansion arrow to get a preview of the employees and jobs that are not currently being shown.
Use the search bar to search for jobs, people, or groups within the Org Chart. Click into the search field to begin typing your desired search. If you want to view an open role or view the profile of aĀ 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.
Selecting the manager of a team or department to see only that team or department's manage and their direct reports. . Select the manager to restrict your view to that manager and their direct reports.
Double-click any card in the Org Chart to view the employee profile information for that employee. The data you see here depends on your permissions.
You can use the date slider at the top of the page to see a date-based view of your Org Chart. Drag the slider to the left to see past data or drag the slider to the right to see coming changes.
You can refine what you see in your Org Chart by setting up filters.
The Visualize dropdown ļ»æallows you to highlight specific areas of your organization. Depending on the attribute you choose from the list, employee cards will display specific data and be color-coded according to what you select.
For example, if you select Department from the Visualize drop-down, the department information is displayed for each employee. Each department displays in a different color.
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