Use Org charts (Organization charts) to view, reorganize, and export your company's visual people data. Understand more about your org structure, the people in your org, and how they're connected. You can also learn more about the individuals in your org with informative profile cards.

Transcript

Welcome!

In this video, we’ll review how to:

View your company’s people, roles, and departments.

Use filters to reorganize visual data.

Export and share your org chart.

Let’s begin.

Head to People, on the left menu, and then Org chart.

The default view on the Org chart is dependent on the size of your organization.

Smaller organizations will have the whole chart displayed, while larger organizations will be condensed.

Click and hold to move the Org chart up and down or side to side.

The CEO or head of the organization will appear at the top.

Below are the direct reports.

Click on a person’s image to see profile details.

Click on their name to see their direct reports.

For example, Donovan manages 49 people, 7 of whom are his direct reports.

You can continue down the chart to see managers, their direct reports, and teams.

Click once more on each name to collapse the data.

Now it’s time to filter the Org chart, so you see the exact information

displayed as you like.

Click the search icon to find any person by name, using the dropdown.

Click the org icon to view the chart with a specific person as your starting point.

For example, let’s select Aaron McPherson.

Click X to clear.

Click “Color by” and choose from the drop-down to filter by job title, site, and more.

For example, click on “site.” You’ll see a legend show up that defines each color and it’s designated site.

Click X to clear.

Click “Hierarchy by” to filter by manager status.

For example, select “second level manager.”

Click on the X of any filter to remove that condition.

Click “Card info” for additional basic filters.

Admins and those with special permissions will see an additional field called “Insights.” Click insights to filter employees by confidential data.

For example, select “Age,” then “Average” to see the average age of employees.

Click X to clear.

Click the funnel for an additional set of filters.

Each filter category has a drop-down with options.

Click as many conditions as you like, for example, “Employment – full-time

and part-time.”

Click reset to clear the conditions.

Use the search box to manually enter names, sites, and more.

Click X to clear.

Click “More” for advanced filters. Click “Apply” to set the conditions or X to cancel.

Let’s jump to the bottom of the page.

Click the “find me icon,” which is your image in a location symbol, to find your position in the org chart.

Click the org icon to reset, expand, or collapse the entire view.

If you would like to export or share your org chart:

click the arrow to download as PNG, share a link, or embed the code.

That’s all there is to it. Now, you know how to view, reorganize and export your company’s Org chart.

Get the most out of Bob

  • Customize your people data in the way that best suits you, including using individual employee cards, various layout views and display options, and hierarchy functionality. 
  • Enjoy an easy-to-navigate experience and quickly see who reports to whom, where employees are located and how you fit into your company's hierarchy. 
  • Export the data in slides or share via a link.

Before you begin 

FYI: The updated feature can be enabled in Manage features

  • Depending on which feature experience your admin enables for the organization, you may have two experiences available to you.
  • This feature will be available until 31/03/2023. Thereafter, we will introduce the new/updated version only. If you would like to continue using the previous version, continue with the instructions in the previous version. However, we encourage you to adopt the new version as soon as you can so that you can be familiar with it by the time it's officially released on the platform. 

How to use the Org Chart

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  1. From the left menu, select People > Org chart.
    Smaller organizations will have the whole chart displayed, while larger organizations will be condensed. To see more people, click and hold, then move the Org chart up and down or side to side.
  2. Click any person’s image to see profile details; Click their name to expand the chart If they are a manager) and see their direct reports. To collapse the chart, click on a manager’s name once more.
  3. Click the search icon to find a specific employee by name.
  4. Click the org icon to view the chart with a specific person as your starting point. Select an employee from the dropdown. Click X to clear.
  5. Click Color by and choose from the drop-down to filter by job title, site, and more. Click X to clear.
  6. Click Hierarchy by to filter by manager status. Click on the X of any filter to remove that condition.
  7. Click Card info for additional basic filters.
  8. Click the funnel to change the view. Select a filter category and check as many conditions as you’d like. Click reset to clear the conditions.
  9. Click More for advanced filters. Certain information is only accessible based on permissions.
  10. Click the Find Me icon, which is your image in a location symbol, to find your position in the org chart.
  11. Click the org icon once to expand the entire hierarchy according to the filters set. Click the org icon again to reset the view.
  12. Click the arrow icon to export your org chart as a PNG, share the link or embed the code.

Now you can use Org charts to visually view and filter all your company's people, roles, and departments.