Team-based Org Chart
Activating this feature will show the groups org charts in your org as soon as you save the setting in labs. We recommend that you revise your groups data before turning this option on.
We suggest that you follow the following rollout process:
- Add the people who will be setting up the view in the box labeled Limit which users can see the team-based org chart. The view will then only be visible to thse people
- Preview the data, determine your uses cases and plan your setup.
- Clean up or update any of group data.
- Remove the user limitation and release the view to your the whole org!
ChartHop allows you to visualize your Department & Team Together, Departments, Teams, or Locations on the org chart.
After turning on the option, select which group types you want to display.
They group org chart works best when you configure it with data that make sense to your organization. In particular we recommend 2 actions:
- Add Parent Groups to organize your Departments or Teams. A few tips:
- Use the Departments and Teams view — Use Departments for your to level grouping then nest sub-groups under that. For example:
- Customer Department
- Customer Support Team
- Implementation Team
- Customer Success Team
- Professional Services Team
- Create Teams that only act as team Parents. Maybe you have a setup like this:
- "Product Teams" Team — Organizational parent group
- "iOS Team" — Actual team
- "Android Team" — Actual team
- "Mac OS Team" — Actual team
- "Windows Team" — Actual team
- "Sales" Team — Parent Group with Sales Leadership
- "East Coast" — Actual team
- "Midwest" — Actual team
- "Southeast" — Actual team
- "West Coast" — Actual team
- Revise the names of your groups to be more "Public-facing" rather than "Admin-facing."
- If you are syncing your team names in from another system, make sure to add the name in the source system as an alias to ensure that group syncing continues to work properly.
To edit your group data:
- From the left sidebar, select Data Model, then Department, Team or Location.
- Select a group using the checkbox, then select Edit from the list of actions.
- From the Edit group drawer, you can update the name, add a parent group, and more.
More information can be found in Managing groups.
We know that a big part of cleaning up your groups data may involve deleting groups. A few things to note:
- If you are syncing groups from your payroll system, you will want to first make updates to the groups in the payroll system.
- If you want to delete a group, you must first remove all of the members of the group.
- If you delete a group, historical data on the job history is preserved.
If groups are synced from a payroll system and you want to make revise the display of your data, here are a few things to keep in mind:
- Make updates to the groups in the payroll system first
- If you want to update the name in ChartHop, be sure to add the name in the payroll system as an alias on the group to ensure that group syncing continues to work properly.
- Make sure the groups are empty in the payroll system before deleting them in ChartHop or they will be recreated with the next sync.
