Organization Chart¶
The Employee Directory includes an Organization Chart tab that displays your organization's reporting hierarchy visually. Select the Organization Chart tab on the Employee Directory page to load the hierarchy view, this will only show up once you configured employee directory.
Initial View
By default, the chart displays the first two levels of the organization. Each employee represents as a user card showing their Name, Designation, and a third field determined by the active Visualize By setting (for example, Department). Each value of the visualized field is shown in a distinct, consistent color across the chart. Employees with direct or indirect reports display an expand icon on their card.
Expanding the Hierarchy
Click the expand icon on any user card to see a summary of that employee's direct and indirect report counts. Click the expand card to load the full line of direct reports beneath that employee. The chart layout automatically adjusts to accommodate the expanded view without overlap or truncation.
User Card Interaction
Clicking a user card opens a mini profile card. Click View Details on the mini profile card to open the full profile view for that employee.
Search
Use the search bar to find a specific employee. As you type, the chart displays search suggestions based on context. Selecting a result automatically expands all hierarchy levels up to that employee, centers the chart on their card, and opens their mini profile card.
Filters
Filters applied on the Organization Chart highlight only the cards that match the filter criteria. Non-matching cards remain visible in a disabled state to preserve hierarchy context, but are not interactive.
View Controls
The following controls are available to adjust the chart view:
- Zoom In / Zoom Out: Adjust the scale of the chart.
- Fit Preview: Automatically resizes and centers the chart to fit within the visible area.
- Collapse: Collapses the entire chart to show only the top-level card.
- Full View: Opens the Organization Chart in full-screen mode. All interactions like expand, zoom, filters, and search remain available in full view.