06_20_16_Viewing the Organizational Chart


Concept

In this topic, you will view your position on an organizational chart and view your direct and indirect reporting structure.


Steps:

  1. Click the Company Directory tab.

    Step 1
  2. The Organizational Chart shows your direct-line reports. By default, your square in the chart is highlighted.

    Step 2

  3. Click the minus "-" button to zoom out on the organizational chart.

    Step 3
  4. Notice the chart got smaller. You can continue to zoom out to get a more complete view of the chart.

    Step 4
  5. Click the "Right" arrow to view the right side of the organizational chart.

    Step 5
  6. Click the "Left" arrow to view the left side of the organizational chart.

    Step 6
  7. Click the "Initial Point" button to return to the center of the organizational chart.

    Step 7
  8. You can view your profile information and HR data from the Profile tab.

     

    Alternatively, you can view other direct line report's profile and HR data by selecting a different name in the organizational chart.

     

    Click the Profile tab

    Step 8
  9. In the Profile section you can see the Contact Information for the employee. This includes the Job Title, Location, Work Phone, Email, and Positon number.

    Step 9
  10. The HR Details section below, shows the Department, Reports To manager, Peers, Direct Reports, Job Family, Job Function, and if the position is Regular or Temporary.

    Step 10
  11. Click the Org Chart tab to return to the organizational chart.

    Step 11
  12. To view the direct-line reports for another person, click the Org Chart link in the box for the desired individual.

    Step 12
  13. View the organizational structure for Tammy Sitar.

    Step 13
  14. You have the option to download the organizational chart detail information you are viewing as an Excel file.

    Step 14

  15. Another view is the List View.

    Click the List link.

    Step 15
  16. In the List View the Company Directory is displayed in a grid with [+] or [-] buttons (to expand and collapse) next to employees with direct reports.

    Step 16

  17. Click the Expand graphic.

    Step 17
  18. Click the Expand graphic.

    Step 18
  19. Click the Chart link.

    Step 19
  20. Click the Home link.

    Step 20
  21. Click the Sign out link.

    Step 21

You have successfully completed the topic "Viewing the Organizational Structure".

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