Concept: Organization Charts

In the

Org Chart

section on the

Edit Tenant Setup - HCM

task, you can select filters that users can apply when they view organization charts. You can also hide open positions and contingent workers from users.

Contingent workers who are managers always display on organization charts.

Workday displays the org-view when you access the organization chart from the related actions menu of an organization. The org-view organization chart displays:

Organizations with a yellow banner.
Individual contributor jobs or positions with a blue banner.

The cards on the org-view organization chart represent organizations and jobs or positions rather than workers. The workers on the cards represent either the Manager/Leader of the organization or the worker filling the individual contributor job or position.

Workers secured to the

View: People-View Org Chart

domain can see the people-view organization chart when they access these reports:

My Org Chart
.
View Team
from the preview window of a worker or position.

Unlike the org-view, the cards on the people-view organization chart represent workers.

The people-view organization chart includes all supervisory and matrix organizations of which the worker is a manager or member. Workday displays direct and indirect reports for all the worker's positions. When you use the People-View Organization Chart, Workday recommends that you configure a default role for the assignable role that's not linked to the Workday-owned manager role.

Matrix reports have a dotted gray line around their borders. You can include or exclude them with the

Include Matrix Reports

filter.

Workers secured to the

View: People-View Org Chart

domain can't access organization chart metrics.

To view the hierarchy of an organization, you can use the Navigate Hierarchy task or click

Hierarchy > View Hierarchy

from the organization’s related actions menu.

Unlike org-view and people-view organization charts, the cards on the hierarchy organization chart represent supervisory or subordinate organizations and their reporting structure.

Workers secured to the

Metric View Org Chart

domain can access organization chart metrics by clicking the Metrics View Org Chart icon on org-view organization charts.

Use the gear icon to select a dashboard and up to 3 metrics to display. The dashboards and metrics available depend on the organization you're viewing.

You can click individual metrics to view the metrics scorecard dashboard for an organization.

You can use the printer icon to export any organization chart to these file formats:

Excel
PDF
PowerPoint

Workers secured to any of these domains can export to all 3 file formats:

Print: Supervisory Organization Chart
Print: Supervisory Organization Chart as of Date
Print: Navigate Supervisory Organization

You can limit which file formats workers can export an organization chart to by removing them from the 3 domains above, as well as the

Reports: Navigate Organization

domain, and securing them to at least 1 of these domains:

Print: Organization Chart - Excel
Print: Organization Chart - PDF
Print: Organization Chart - PowerPoint

You can export an organization hierarchy to PDF format in Org Studio when you’re secured to the

Org Designs: Export Design

domain.

When you export an organization chart to Excel, you can import that organization chart into Visio. Workday recommends using Visio 2016 or later on Windows.