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, Oracle SSHR Deploy Self-Service Capability Guide
For workers in Oracle SSHR, see: Using the Organization Chart as Workers in Oracle SSHR, Oracle SSHR Deploy Self-Service Capability Guide
In Oracle Succession Planning, see: Using the Organization Chart in Oracle Succession Planning
Talent managers and plan administrators can navigate to the Organization Chart using the Succession Planning responsibility, Talent Profile function. If you are a manager, then 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. If you are not a manager and do not have any workers reporting to you, then you view your panel card.
See: How to Use the Organization Chart and Control Panel
You can perform a simple or an advanced search to search for workers. 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.
As a talent manager or administrator, you 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.
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.
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.
Note: 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 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 administrator has assigned you the Succession Planning functions.