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 thePeople-View Org Chartdomain 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.
- Access theCreate Org Chart Metrics Configurationtask.
- Select anOrganizationthat corresponds to the top-level organization for the metric sets you want to configure.
- As you complete the task, consider:
Option Description DashboardWorkday recommends that you select a dashboard that uses the metric sets you selected.MetricYou 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.