Skip to main content
Administrator Guide
Last Updated: 2023-06-23
Set Up Organization Chart Metrics

Set Up Organization Chart Metrics

Security:
Metric Management
domain in the System functional area.
You can configure organization and position metrics to display on organization charts, enabling workers to view data directly from the chart.
Workers can access metrics on an organization chart when you:
  • Give them access to these domains in the System functional area:
    • Metrics Published
    • Metric View Org Chart
  • Remove them from the
    People-View Org Chart
    domain in the System functional area.
  • Grant them security permissions to at least 1 dashboard and 1 metric configured for the organization that they're viewing.
  1. Access the
    Create Org Chart Metrics Configuration
    task.
  2. Select an
    Organization
    that corresponds to the top-level organization for the metric sets you want to configure.
  3. As you complete the task, consider:
    Option Description
    Dashboard
    Workday recommends that you select a dashboard that uses the metric sets you selected.
    Metric
    You can assign a total of 10 metrics to a single dashboard across all metric sets.
Workers with access to metrics can:
  • Click the gear icon to select a dashboard and up to 3 metrics to view.
  • Toggle the metric view with the metrics view org chart icon.