An Organization Chart is a visual representation of relationships between workers in an organization. The organization chart that managers and workers view is based on supervisor hierarchy.
The application uses the Hierarchy Viewer component of Oracle Application Development Framework (ADF) to render the Organization Chart. The hierarchy viewer Control Panel enables a user to manipulate the position and appearance of the organization chart at runtime. The organization chart includes a control panel, a number of nodes, and links that connect the nodes. The nodes are connected to panel cards that display worker information. You can expand or collapse a hierarchy.
The following section explains how to use the Control Panel:
Click the Hide or Show Control Panel button to hide or expand the Control Panel.
Use the Pan Control to reposition the organization chart component within the viewport.
Use the Zoom to Fit control to zoom a organization component so that all nodes are visible within the viewport.
Use the different Zoom Controls to zoom the organization chart components.
Use the Panel Selector to view information. The panel information that you can view depends on your role. For example, managers can view Contact Information, Employment Details, and Salary of workers in their hierarchy. Workers can view Contact Information and Employment Details of other workers in their organization.
Use the Layout Selector to change the layout of the organization chart. You can select layouts such as vertical top down, horizontal left-to-right, tree, radial or circle.
Panel cards display different sets of information depending on whether the user is a manager or worker. You can click the navigation buttons at the bottom of the panel card to navigate to the next set of information. You can isolate each of the cards and restore cards to the chart. Click the upward navigation arrow to view the hierarchy above any specific worker.
For information on Organization Chart:
For managers in Oracle SSHR, see: Using the Organization Chart as Managers in Oracle SSHR
For workers in Oracle SSHR, see: Using the Organization Chart as Workers in Oracle SSHR
In Oracle Succession Planning, see: Using the Organization Chart in Oracle Succession Planning, Oracle Succession Planning Implementation and User Guide
Managers can navigate to the Organization Chart using their Manager Self-Service responsibility, Talent Profile function. As a manager, when you click the Organization Chart tab, the chart displays the hierarchy of the manager who logs in. By default, the chart displays ten direct reports. If there are more than ten direct reports, then you can navigate to the next set of direct reports using the side navigator icon. For each selected node, you can view the hierarchy and then drill further down the hierarchy. If there are workers on secondary assignment reporting to a manager, then the organization chart represents this reporting structure in a dotted line format.
See: How to Use the Organization Chart and Control Panel
You can perform a simple or an advanced search to search for workers in your organization. Search results of a simple search display person name and job.
Advanced search criteria includes first name, last name, manager name, job and organization. Click Add Fields to add additional search criteria. You can save your searches to use them in future.
Following your search, click the person name to view the person's details and hierarchy in the organization chart format.
Managers can view the following information in different panels for a worker:
Contact Information: View email, work phone, and address of the worker. Email is a link that helps you to send mail from the organization chart. When you click the Email link, the email client on your local machine opens and the worker's email ID automatically appears in the To field.
Employment Details: View the employee number, work location, organization, job, position, and grade.
Salary: View the worker's salary, salary currency, grade, and grade range. You can view salary details of workers in your hierarchy only. You cannot view salary details of workers above your hierarchy or workers outside of your security profile although you can view their contact and employment information.
Note: You can view information in panel fields only if data is available. For employees, you can view their Contact Information, Employment Details, and Salary. For contingent workers, you can view their Contact Information and Employment Details.
Managers can view details and perform manager actions for multiple assignments of an employee or worker in their hierarchy, if the subordinate has more than one assignment. If there are workers on secondary assignment reporting to a manager, then the organization chart represents this reporting structure in a dotted line format. Managers can perform these actions for multiple assignments only if the Multiple Assignments feature is enabled and the appropriate security access is setup.
You can perform actions for workers only if your administrator has enabled functions from the Actions list. Click the Actions link on the person details panel to perform self-service action for a worker, such as change the job, pay, or manager, and update education qualifications. When you click the Actions link and select an action, the action is launched in a page in the Manager Actions tab. The links of all manager actions appear in the side navigation container on the left side of the page. You can complete the transaction and move on to other transactions without leaving the page. You can process multiple transactions for a worker from this page. The manager actions that you can perform depend on the configuration choices that your enterprise makes. Manager self-service actions can be performed only for primary assignments and not secondary assignments.
You cannot launch actions related to performance management plan or appraisal functions from the Actions list for a worker. If your enterprise has licensed Oracle Succession Planning and your administrator has assigned you the Succession Planning functions, then you can launch actions to create or update succession plans for workers.
You can identify key high potential workers for whom succession plans exist and workers who do not have at least one succession plan. Icons below the Actions link help you to identify such workers.
Note: You can view these icons if your enterprise has licensed Oracle Succession Planning and your administrator has assigned you the Succession Planning functions.
Workers can navigate to the Organization Chart using the Employee Self-Service responsibility, Talent Profile function, My Hierarch tab. If a worker is a manager, then the Organization Chart displays that manager's hierarchy. For each selected node, you can view the hierarchy and then drill further down the hierarchy. If there are workers on secondary assignment reporting to a manager, then the organization chart represents this reporting structure in a dotted line format.
See: How to Use the Organization Chart and Control Panel
The Organization Chart enables workers to:
Search for other workers in their enterprise using the Simple or Advanced Search.
View the following information of worker:
Contact Information: View email, work phone and address of the worker. Email is a link that helps you to send mail from the organization chart. When you click the Email link, your email client opens and the worker's email ID automatically appears in the To field.
Employment Details: View the worker number, work location, organization, job, position, and grade.
You can view contact and employment details only. You cannot view salary details of other workers.
Perform self-service personal actions: Click the Actions link in the person details panel to perform personal self-service actions. When you select an action, the action is launched in a page with a side navigation container in the Personal Actions tab. All the personal actions links appear in the side navigation container on the left side of this page. You can complete the transaction launched, and move on to other transactions without leaving the page. You can process multiple transactions for yourself. You can launch actions for your primary assignment only.
The Organization Chart is built on Applications Development Framework (ADF) and the component used is hierarchyViewer, which is one of the ADF Data Visualization components. This topic provides information on how to implement and configure the Organization Chart. Oracle SSHR and Oracle Succession Planning provide the Organization Chart feature.
To implement and use the Organization chart, complete the following steps:
Create AppsDataSource and deploy the .ear file
Create AppsDataSource on an Oracle WebLogic Server (WLS) instance.
Deploy your web application .ear file, which is OrgChartApplication.ear.
For information on how to create AppsDataSource and deploy the .ear file, refer to the My Oracle Support note: 1408355.1
Define the External ADF Application URL profile option
Set the External ADF Application URL profile option at the Site level to integrate the application with Applications Development Framework (ADF) and display the organization chart. Enter the location of the Oracle WebLogic Server instance as the profile option value.
For example:
System Profile : External ADF Application URL (code:FND_EXTERNAL_ADF_URL)
Sample value : http://domain:port/OrgChart-ViewController-context-root
To change the organization chart components, you must modify values in the ResourceBundle.properties present in the OrgChartApplication.ear file and then redeploy the file on the Oracle WebLogic Server instance. For more information, refer to the My Oracle Support note: 1408355.1
To configure the Organization Chart module in:
Oracle SSHR, see: Configuring the Organization Chart Module in Oracle SSHR
Oracle Succession Planning, see: Configuring the Organization Chart Module in Oracle Succession Planning, Oracle Succession Planning Implementation and User Guide
This topic provides information to configure the Organization Chart module.
TMOrgChartPG
You can access this module from the following functions:
| User Name | Function Name | Responsibility and Prompt | Description |
|---|---|---|---|
| Talent Profile Home Function – Manager | HR_TALENT_HOME_FUNC_MGR | Manager Self-Service Talent Profile |
Provides the Organization Chart, Talent Profile tabs and Manager Actions tabs. |
| Talent Profile Home Function – Employee | HR_TALENT_HOME_FUNC_EMP | Employee Self-Service Talent Profile |
Provides the My Hierarchy, Talent Profile, and Personal Actions tabs. |
Following is a list of submenus for the Organization Chart module:
| User Name | Submenu | Responsibility | Description |
|---|---|---|---|
| Talent Profile Main Home Menu - Manager | HR_TALENT_HOME_MENU_MGR | Manager Self-Service | Talent Profile Main Home Menu - Manager |
| Talent Profile Main Home Menu – Employee | HR_TALENT_HOME_MENU_EMP | Employee Self-Service | Talent Profile Main Home Menu |
Not Applicable
Not Applicable
Not Applicable
Set the security profiles according to your business requirements to ensure that managers cannot view salary panel of workers who are not in their reporting hierarchy.
Using the Organization Chart, managers can perform manager transactions. The application applies the following profiles when actions are launched from the Organization Chart:
HR: Position Default Options for SSHR
HR: Self Service Hire and Placement Default Values
HR: Allow Concurrent Self Service Actions
HR: Defer Update After Approval
HR: Manage Self Service Actions When Future-Dated Changes Exist
HR: Refresh Self Service actions with data from intervening actions
HR: Allow processing of ineligible Self Service actions
HR: Allow use of eligibility for Self Service actions
HR: Enable Multiple Assignments in SSHR: If you wish to enable your managers to view and update multiple assignments for employees and workers, you can use the HR:Enable Multiple Assignments in SSHR system profile to allow this. See the Multiple Assignments section in theUser Access and Security in Oracle SSHR topic.
The Actions list that managers and workers view is role based.
Functions in the Available in the Predefined Personal Actions Menu
The following table provides a list of functions available in the predefined Personal Actions Menu:
| Prompt | Sub Menu | Sub Menu Type | Function | Grant | Description |
|---|---|---|---|---|---|
| Personal Information | Personal Information | Y | |||
| Payslip | Payslip | Y | |||
| W4 Information | Employees W4 Information | Y | |||
| Manage Payroll Payments | Manage Payroll Payments V4.0 | N | |||
| Release Information | Release Information | Y | |||
| Employee Appraisals | N | Obsolete - replaced with Employee: My Appraisals Page | |||
| Appraisals | Employee: My Appraisals Page | Y | |||
| Suitability Matching | Suitability Matching | Y | |||
| Tenure Status | Tenure Status Overview | Y | |||
| Academic Rank | Academic Rank | Y | |||
| Education and Qualifications | Qualification | Y | |||
| Other Professional Qualifications | Award | Y | |||
| Competency Profile | Competency Profile | Y | |||
| Work Preferences | Work Preferences | Y | |||
| Resume | Resume | Y | |||
| Apply for Job | Search and Apply for a Job Page | Y | |||
| Enroll and Cancel Training | N | ||||
| External Training | N | ||||
| Employee W2 | Employee W2 | Y | |||
| Extra Information | Extra Information Types | Y | |||
| Special Information | Special Information Types | Y | |||
| Event And Bookings | Event And Bookings | Y | |||
| Employee Review | Employee Reviews V4.0 | Y | |||
| Absence Management | Absence Management | Y | |||
| Training Plan Views | N | ||||
| Contact Extra Information | Contact Extra Information | Y | |||
| Private Vehicle Entry | SS Vehicle Repository | Y | |||
| Vehicle Mileage Expenses | SS Mileage Claim | Y | |||
| Commutation Information | JP Commutation Information Self Service | Y | |||
| Documents of Record | Documents of Record | Y | |||
| Employment Verification | Employment Verification | Y | |||
| Voluntary Termination | Voluntary Termination | Y | |||
| Charitable Contributions | Charitable Contributions | Y | |||
| Manage Payroll Payments | Manage Payroll Payments V4.0 | Y | |||
| Employee Directory | Proxy Page | N | |||
| Organization Manager V4.0 | Organization Manager | Y | |||
| OTA Learner Application Menu | HOMEPAGE | Y | |||
| Defined Contribution Plan Enrollment | Defined Contribution Plan Enrollment | Y |
Functions in the Available in the Predefined Manager Actions Menu
The Organization chart uses the person-based supervisor hierarchy type to display direct reports of a manager. The employee panel card in the Organization Chart displays the Actions link. Managers can click the Actions link and select a self-service transaction in the Actions list. This Actions list is driven by the predefined Manager Actions Menu (HR_LINE_MANAGER_FUNCTIONS).
The following table provides a list of functions available with the predefined Manager Actions Menu (HR_LINE_MANAGER_FUNCTIONS):
| Prompt | Function | Grant | Description |
|---|---|---|---|
| Worker Status Change V5.2 | Y | ||
| Worker Status Change | Worker Status Change | Y | |
| Change Hours V5.2 | Y | ||
| Change Hours | Change Hours | Y | |
| Termination | Termination | Y | |
| Change Pay V5.2 | Y | ||
| Change Pay | Change Pay | Y | |
| Change Job | Change Job | Y | |
| Transfer V5.2 | Y | ||
| Change Cost Center, Location and Manager | Change Cost Center, Location and Manager | Y | |
| Personal Information | Personal Information | Y | |
| Tenure Status | Tenure Status | Y | |
| Transfer | Transfer | Y | |
| Education and Qualifications | Qualification | Y | |
| Other Professional Qualifications | Award | Y | |
| Competency Profile | Competency Profile | Y | |
| Work Preferences | Work Preferences | Y | |
| Resume | Resume | Y | |
| Training | Enroll and Cancel Training | N | |
| External Training | External Training | N | |
| Change Job and Terms | Change Job and Terms | Y | |
| Change Cost Center, Terms and Manager | Change Cost Center, Terms and Manager | Y | |
| Extra Information | Extra Information Types | Y | |
| Change Worker Status and Terms V5.2 | Y | ||
| Change Worker Status and Terms | Change Worker Status and Terms | Y | |
| Employee Review | Employee Reviews V4.0 | Y | |
| Individual Compensation Distribution(Original) | Self Service Individual Distributions(Original)-Internal Use | Y | |
| Individual Compensation Distributions | Self Service Individual Compensation Distributions-Internal | Y | |
| Organization Manager | N | Obsolete | |
| Hire V5.2 | N | Obsolete | |
| Applicant Hire V5.2 | N | Obsolete | |
| French Hire | N | Obsolete | |
| French Applicant Hire | N | Obsolete | |
| Vehicle Mileage Expenses | SS Mileage Claim | Y | |
| Commutation Information | JP Commutation Information Self Service | Y | |
| Assign Schedules and Manage Exceptions | Assign Schedule | Y | |
| Documents of Record | Documents of Record | Y | |
| Contact Extra Information | Contact Extra Information | Y | |
| Hire | Y | ||
| Applicant Hire | Y | ||
| Special Information Types V4.0- OSHA | Y | ||
| Special Information Types V4.0- Stock Options | Y | ||
| Competence Profile | ADS Competence Profile V4.0 | Y | |
| Applicant Hire iRecruitment | Applicant Hire iRecruitment | Y | |
| Transfer with Compensation Distribution V4.0 | Transfer with Comp V4.0 | Y | |
| IRASLINE Person Extra Information Types | SG IRASLINE Person EIT | Y | |
| Private Vehicle Entry | SS Vehicle Repository | Y | |
| Assignment Costing | Assignment Costing | Y | |
| Assignment Costing Workflow Notify | Y | ||
| Reverse Termination | Y | ||
| P11D | P11D Manager Action | Y | |
| Change Manager | Change Manager | Y | |
| Termination with Compensation | Termination with Compensation V4.0 | Y | |
| Release Information | Release Information | Y | |
| Academic Rank | Academic Rank | Y | |
| Special Information | Special Information Types | Y | |
| Event And Bookings | Event And Bookings | Y | |
| Absence Management | Absence Management | Y |
If you want to configure the Actions list according to your business requirements, then you must create custom menus using the predefined menus.
Managers and workers can process multiple self-service transactions effectively and with minimum navigation using the action links in a side navigator.
The manager or personal actions that appear in the side navigation container are driven by the following menus:
SSHR Emp Side Bar Menu (HR_SS_EMP_SIDEBAR) for worker personal actions.
The following table provides a list of worker personal actions that are supported and not supported in the side navigation container:
| Worker Action | Supported: Y/N |
|---|---|
| Personal Information | Y |
| Payslip | Y |
| W4 Information | Y |
| Release Information | Y |
| Suitability Matching | N |
| Tenure Status | Y |
| Academic Rank | Y |
| Education and Qualifications | Y |
| Other Professional Qualifications | Y |
| Competency Profile | N |
| Work Preferences | Y |
| Resume | N |
| Employee W2 | N |
| Extra Information | Y |
| Special Information | Y |
| Event & Bookings | Y |
| Employee Review | Y |
| Absence Management | Y |
| Contact Extra Information | Y |
| Private Vehicle Entry | Y |
| Documents of Record | Y |
| Voluntary Termination | Y |
| Manage Payroll Payments | Y |
| Organization Manager | Y |
| Vehicle Mileage Expenses | Y |
| Employment Verficiation | Y |
| P60 | Y |
| P11D | Y |
SSHR Side Bar Menu (HR_SS_SIDEBAR) for manager actions.
The following table provides a list of manager actions that are supported and not supported in the side navigation container:
| Manager Action | Supported: Y/N |
|---|---|
| Work Preferences | Y |
| Individual Compensation Distribution | Y |
| Private Vehicle Entry | Y |
| P11D | Y |
| Allocated Checklist | Y |
| P60 | Y |
| Documents of Record | Y |
| Academic Rank | Y |
| Release Information | Y |
| Tenure Status | Y |
| Change Cost Centre, Location and Manager | Y |
| Termination with Compensation | Y |
| Change Cost Center, Terms and Manager | Y |
| Change Manager | Y |
| Contact Extra Information | Y |
| Other Professional Qualifications | Y |
| Education and Qualifications | Y |
| Events and Bookings | Y |
| Extra Information | Y |
| IRASLINE Information Types | Y |
| Training Plans Manager | N |
| Transfer | Y |
| Worker Status Change | Y |
| Absence Management | Y |
| Enroll and Cancel Training | N |
| External Training | N |
| Resume | N |
| Assign Schedules and Manage Exceptions | Y |
| Assignment Costing | Y |
| Commutation Information | Y |
| Competency Profile | N |
| Special Information | Y |
| Termination | Y |
| Change Job | Y |
| Change Pay | Y |
| Personal Information | Y |
| Employee Review | Y |
| Vehicle Mileage Expenses | Y |
| Manage Payroll Payments | Y |
| Change Worker Status and Terms | Y |
Important: The manager and personal actions whether launched from Self-Service Manager Actions, Personal Actions, Organization Chart or Talent Profile are the same. As some of the self-service functions are not supported in the side navigation container, there would be a mismatch between functions in the side navigation container and the drop-down list available in Organization Chart.
Configuration Guidelines for the Side Navigator
The SSHR Side Bar Menu (HR_SS_SIDEBAR) and SSHR Emp Side Bar Menu (HR_SS_EMP_SIDEBAR) contain a list of predefined supported functions including global and localization specific. During implementation, you can remove those functions that are not applicable to your legislation using the "function exclusion" feature available in the Responsibility window of the System Administrator responsibility.
By default, the Contingent Worker Self-Service responsibility does not have the function to launch the Organization Chart. If you want to enable contingent workers to use the Organization Chart feature, then you must create custom contingent worker menu and add the Organization Chart functions.