Org chart

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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.

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Figure 1: Welcome to your org chart.

Adjusting the view

Now that your people data is in front of you, let's cover the basics on how to adjust the view.

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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.

Note

To return to your org overview, simply click the job that is at the top of your org hierarchy.

Clicking on cards

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.

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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.

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Figure 4: Pull up the profile card by clicking a second time.

Search, filter, and time bar

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.

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Figure 5: Use the top bar to manipulate the org visualization.

  1. Scenario picker: the scenario picker allows you to filter the org visualization to display the org as it exists in a particular scenario. The default view is primary which represents your Org as it exists now.
  2. Date slider: with the date slider, you can adjust the time frame of your org visualization in order to focus on a point in the past or in the future.
  3. Filters: after selecting one or more filter, the displayed org visualization will adjust to satisfy the filter criteria.
  4. Search: field at the top of the toolbar allows you to search for jobs, people, or groups within the org chart. Click into the search field to begin typing your desired search.
  5. Highlight dropdown: see details in the next section.
  6. Export: you can export the org visualization into a powerpoint.

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.

Highlight dropdown

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.

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Figure 6: The org chart above is highlighted to show number of directs.

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Figure 7: The org chart above is highlighted to show work anniversary.

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Figure 8: The org chart above is highlighted to show location.

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