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Employee org chart page

The org chart page is where employees can view their company's organization chart, search for employees, and more in the Employee Service Center. You can configure when users display on both the org chart page and my team widget. You can also configure what details to display on the org chart card for all employees.

Overview

The org chart page displays an employee's organization chart, their relationships to other employees, and more. The following GIF shows an example of an employee accessing the org chart page from the my team widget in the Employee Service Center.

Example of an employee accessing the org chart page from the my team widget in the Employee Service Center.

Configuring the org chart page

You control when users appear on both the org chart page and my team widget with user display configuration records. The user display configuration records define when members of a targeted audience display based on a specified date. For example, you can configure a record so that new hires appear on their start date or several days prior.

Note: User display configuration records control when other users can see the new hire in the org chart page and my team widget. However, the new hire can still access the org chart page and my team widget to see their team if they have access to the portal.

You can also configure what details to display on the org chart card for all employees.

Default user display configuration record

A default user display configuration record is included with the Content Delivery application.

Note: You can have one or more user display configuration records, and they are evaluated in the order assigned. The default user display configuration record is always evaluated last.

Depending on whether you are a new or upgrading customer, the default record is set to the following values:


User type	Date	Table
New customers with Employee Service Center only	sys_created_on	User [sys_user]
New customers with HR Service Delivery	employment_start_date	HR profile [sn_hr_core_profile]
Upgrading customers	sys_created_on	User [sys_user]

Note: (HR Service Delivery only) User display configuration records control when other users can see the new hire in the org chart page and my team widget. If the record is configured to display based on the HR profile [sn_hr_core_profile] table and an associated date field, the new hire must have an HR profile with an associated date value in order to appear. They will not appear based on the creation of their record in the User [sys_user] table.

Configure a user display configuration record

Create or modify a user display configuration record to define when members of a targeted audience display on the org chart page and my team widget in the Employee Service Center. Each user display record is associated with an audience record and a date for when members of that audience are set to appear. You can have one or more user display records, and they are evaluated in the order assigned. The default user display record is always evaluated last, and only if none of the previous records were a match.

Before you begin

Role required: sn_hr_sp.esc_admin or sn_cd.content_admin

Procedure

Navigate to Content Delivery > Configurations > User Display.
Click New or open a record.

Fill in the fields on the form.

Table 1. User Display Configuration
Field	Description
Name	Name of the user display configuration record.
Audience	Audience record to apply to the user display configuration record. Note: Audiences define the conditions or criteria that a user must meet for the user display configuration to apply to them. See Configure an audience record for more information.
Table	Table that the user display configuration record is associated with.
Date	Date field that the user display configuration record is associated with.
Date offset type	Offset type to apply to the date field.
Offset in days	Number of days to apply to the offset type.
Order	Order number for when the user display configuration record is evaluated. Lower numbered user display configuration records are evaluated before higher numbered user display configuration records. Note: Make sure that the order number is unique for each user display configuration record. The default user display configuration record is always evaluated last, and only if none of the previous user display configuration records were a match.
Active	Option to activate the user display configuration record for use.

Click Submit or Update.

Configure the org chart card

Use Org Chart Card Configuration to define what to show in the org chart cards.

Before you begin

Role required: sn_hr_core.admin

Org chart cards show additional information on employees that are useful for identifying and contacting the employee.

Note: New hires appear in an org chart when they are onboarded and a sys_user record is created.

You can configure up to four lines of information on the card of an employee.

Note: The defaults are: user.email, work_phone, work_mobile, and location.

Information is dot-walked from the HR Profile [sn_hr_core_profile] or User [sys_user] tables.

Procedure

Navigate to Content Delivery > Configurations > Organization Chart.

Change the scope to the application you are using.

Field	Description
Profile table	The table you want to pull details from. HR profile [sn_hr_core_profile] Note: Only displays when you have HR Service Delivery licensed and activated. User [sys_user] Note: Any tables that extend the HR profile or User tables also appear.
Show detail	Check to show the detail information on the org chart card.
Detail	Select the field from the table you selected. Detail pulls the information from the field to show in the org chart card.

Select Submit or Update.

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Release version

Employee org chart page

Overview

Example of an employee accessing the org chart page from the my team widget in the Employee Service Center.

Configuring the org chart page

You can also configure what details to display on the org chart card for all employees.

Default user display configuration record

A default user display configuration record is included with the Content Delivery application.

Note: You can have one or more user display configuration records, and they are evaluated in the order assigned. The default user display configuration record is always evaluated last.

Depending on whether you are a new or upgrading customer, the default record is set to the following values:


User type	Date	Table
New customers with Employee Service Center only	sys_created_on	User [sys_user]
New customers with HR Service Delivery	employment_start_date	HR profile [sn_hr_core_profile]
Upgrading customers	sys_created_on	User [sys_user]

Configure a user display configuration record

Before you begin

Role required: sn_hr_sp.esc_admin or sn_cd.content_admin

Procedure

Navigate to Content Delivery > Configurations > User Display.
Click New or open a record.

Fill in the fields on the form.

Table 1. User Display Configuration
Field	Description
Name	Name of the user display configuration record.
Audience	Audience record to apply to the user display configuration record. Note: Audiences define the conditions or criteria that a user must meet for the user display configuration to apply to them. See Configure an audience record for more information.
Table	Table that the user display configuration record is associated with.
Date	Date field that the user display configuration record is associated with.
Date offset type	Offset type to apply to the date field.
Offset in days	Number of days to apply to the offset type.
Order	Order number for when the user display configuration record is evaluated. Lower numbered user display configuration records are evaluated before higher numbered user display configuration records. Note: Make sure that the order number is unique for each user display configuration record. The default user display configuration record is always evaluated last, and only if none of the previous user display configuration records were a match.
Active	Option to activate the user display configuration record for use.

Click Submit or Update.

Configure the org chart card

Use Org Chart Card Configuration to define what to show in the org chart cards.

Before you begin

Role required: sn_hr_core.admin

Org chart cards show additional information on employees that are useful for identifying and contacting the employee.

Note: New hires appear in an org chart when they are onboarded and a sys_user record is created.

You can configure up to four lines of information on the card of an employee.

Note: The defaults are: user.email, work_phone, work_mobile, and location.

Information is dot-walked from the HR Profile [sn_hr_core_profile] or User [sys_user] tables.

Procedure

Navigate to Content Delivery > Configurations > Organization Chart.

Change the scope to the application you are using.

Field	Description
Profile table	The table you want to pull details from. HR profile [sn_hr_core_profile] Note: Only displays when you have HR Service Delivery licensed and activated. User [sys_user] Note: Any tables that extend the HR profile or User tables also appear.
Show detail	Check to show the detail information on the org chart card.
Detail	Select the field from the table you selected. Detail pulls the information from the field to show in the org chart card.

Select Submit or Update.

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Employee org chart page

Employee org chart page

Overview

Configuring the org chart page

Default user display configuration record

Configure a user display configuration record

Configure the org chart card

On this page

Employee org chart page

Employee org chart page

Overview

Configuring the org chart page

Default user display configuration record

Configure a user display configuration record

Configure the org chart card

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