OrgPlus RealTime provides a number of special functions common to org charts. These functions can have fields associated with them so your chart displays as you expect.
These can be found in Administration > Fields > Hierarchy & Special Function Fields.
Hierarchy fields
The top section of the dialog contains the Hierarchy fields. These fields are required for every organization.
- The Unique Employee Identifier is the field in your data source which includes the Employee Number, Employee ID, or Person ID for an employee or position. This field can be alpha-numeric and is required to create your org chart. Clicking on the drop-down will display the list of fields available to choose from.
(Note: If you are using a primary and supplementary file(s), this is the field that ‘links’ all the files together. This field must exist in all files for a successful upload and refresh.)
- The Unique Manager Identifier field contains the primary Manager ID, Reports to ID, or Supervisor ID of the person or position. This field can be alpha-numeric and is required to create your org chart. Clicking on the drop-down will display the list of fields available to choose from.
Special function fields
The bottom section contains the Special Function Fields. These fields are optional, but help ensure the displayed org chart appears as you desire.
- The Matrix Manager field determines the alternate, or secondary, manager(s) an employee or position reports to. This field is often called ‘Also Reports To’. If an employee reports to three different supervisors, that employee’s primary supervisor would be listed in the field chosen as the Unique Manager Identifier and the other two managers would be listed in the Matrix Manager field, separated by semi-colons. For example: EM1158; EM1290.
- The Full Name Display field determines what detail about the alternate manager(s) displays in the org chart. The most frequent selection is Full Name. This would indicate that the Full Name of the alternate manager(s) would display in the org chart when looking at an employee’s box. This field is required if an entry has been made in Matrix Manager, and is optional otherwise.
- The Job Title field is used for the Succession Planning module and identifies the field that will be used when selecting the title.
- The Vacant Position field is used to indicate, normally with a Y or N, that a position is open, vacant, or unfilled. Not every chart will include open positions, but using this field allows you to take advantage of the Open Position box type that is included with each new view. OrgPlus RealTime will recognize several options for this field – Y and N; Yes and No; True and False; T and F; and 1 and 0.
- The Assistant Position field is used to indicate, normally with a Y or N, that an employee or position is an assistant. Not every chart will include assistant positions, but using this field allows you to take advantage of the Assistant box type that is included with each new view. OrgPlus RealTime will recognize several options for this field – Y and N; Yes and No; True and False; T and F; and 1 and 0.
- The Chart User ID field is used to link a logged-in user to a box in the org chart. The most frequently used data point is a work email address, but any unique employee identifier can be used. This field is not required, but certain role limitations cannot be enforced if this special function is not used.
- The Employee Photo field is the field in your data source that contains the name of the image file that was uploaded to OrgPlus RealTime. This ensures that an employee’s photo will display correctly in the boxes and profiles. It also allows the employee’s photo to display in the Quick Search results or the Search Panel. For more information on adding photos to the chart, see Adding photos to your organizational chart.