For customers of our Advanced Org Design, Position Management, and Succession Planning modules.

This article reviews many of the options for configuring your org chart.

You will find your visualization tools in the upper left corner of the org chart. Clicking each icon expands a panel displaying configuration options.

Utilize the paint bucket icon to color code your org chart with filters that include open/filled, position importance, and more. You can choose between the Card or Edge tab, allowing you to color the entire position card or highlight the left edge of a card. You can also use these options simultaneously. To adjust colors, click the colored swatch to the left of any value.

Creating and managing chart sections is useful for breaking up your org chart to reflect various divisions, departments, regions, business units, etc. You can create and manage chart sections by clicking the chart section icon in your visualization tools.

To create a new chart section, click the blue + button. You'll then be prompted to provide a name for your new section and the name of the person who is the head of the chart section before clicking Save. If the head position is currently vacant, type the name of the position instead (e.g., VP of Sales).

You can colorize section boundaries by checking the box to show chart section colors. This feature helps you easily see where one section ends and another begins. To adjust the display color for a specific section, use the three-dot menu displayed when hovering to the right of each chart section and click Edit Chart Section. You can then click the colored swatch to select a new color before clicking Save.

Click the name of a chart section to view only that section. Click the section name again to return to the full org chart.

To add or edit the data fields displayed on your chart's position cards, click the Data Options gear icon and use the checkboxes to select the desired data fields. You can also drag and drop selected fields to reorder the display order. Click Apply to update the org chart and view your changes.

Click the Display Options icon to configure your chart view and additional display options.

Click the View as dropdown and select one of the following options. Once you've made a selection, click the Apply button to save and view your chart.

The Classic Tree view allows you to view the full chart in a traditional top-down hierarchy. This view displays the entire chart and may take some time to load.

Note: Depending on the size and structure of your organization, the Classic Tree view may not be an available option. Please contact our Customer Success Team if you have additional questions.

The Chain of Command view is great for larger organizations. At any time, there are three main levels of your organization that are in view: the focus person, their direct reports, and one more level below them. You can click on any person to bring them into the focus position. As you navigate down into your organization, this view will also preserve a "chain of command," showing you how the focus person reports upwards to the top of your chart. You can click on the collapsed chain of command boxes at the top to navigate upwards to any level.

When viewing your chart as a spreadsheet, the spreadsheet will include any data options you have selected.

Note: Company Admins and HR Admins can select their organization’s default chart view and visible org chart data fields. To do this, click your company name at the top of the main menu, click Company Settings, then click the General tab. Click the Edit button next to Org Chart Default Settings to adjust the default chart view and/or displayed data fields before clicking Save. Individuals can then configure their individual org chart view and display options within the limitations of their assigned permissions.

Your org chart’s Key Metrics box summarizes Annual Comp, Budgeted Comp, Headcount, Open Positions, and total FTE (full-time equivalent). To display or hide the Key Metrics box on your official chart or a scenario chart, click the metrics icon located in your visualization tools.

When viewing a scenario chart created by copying another chart, you can expand the Key Metrics box to compare original data captured from the source chart with current data reflecting changes you’ve made. To do this, hover over the upper left corner of the table and click on the carat (>) that appears. Click the carat again to collapse the table.

Please contact our Customer Success Team for additional assistance.

Additional Resources

Creating Dotted Line Relationships

Assistant Positions on the Org Chart

Adding Co-CEOs to a Chart