Organizational Charts Setup

Access the Organization Chart program.

To set up organizational charts for the Web:

From the Manager Self Service menu (G05BMSS1), select Generate Graphic Organizational Chart.

  1. On Organization Chart, select Display Options from the Form menu.

  2. On Organization Chart Display Options, select these optional options to display on a chart:

    • Address Number

      Place a check in this field if you want the employee's address number to appear on the chart.

    • Job Title

      Place a check in this field if you want the employee's job title to appear on the chart.

  3. Enter a color value for each of these chart options:

    • Level 1–3, Background

      Enter an RGB color or valid HTML named color or use the visual assist to pick a color from list.

  4. To define chart layout options, complete these fields:

    • Cell Height

      Enter a value for the height of each node.

    • Cell Width

      Enter a value for the width of each node.

    • Font Size

      Enter a number for the font size.

    • Columns/Page

      Enter the number of columns to print on each page. This is only used if the Page Layout box is check on the Organization Chart form. If the chart is too wide to fit on a page then this option enables the chart to be split on to multiple pages for printing.

    • Rows/Page

      Enter the number of rows to appear on each page. This is only used if the Page Layout box is check on the Organization Chart form. If the chart contains more rows than can fit on a page then this option enables the chart to be split on to multiple pages for printing.

    • Chart Height

      Enter a value that changes the height of the frame that displays the chart.

    • Chart Width

      Enter a value that changes the width of the frame that displays the chart.

    • Line Wrap

      Check this box to enable text within each node to wrap on to multiple lines.

    • Show Page Number

      Check this box if you want to display the page number on each page of the chart.

    • Repeat top level manager on each page

      Check this box if you want to redisplay the top level employee on each page of the chart.

    • Show Terminated

      Check this box if you would like to display terminated employees on the chart. Terminate employees will be displayed with a red background and strike through font.

  5. To display employee pictures on charts, enter a fully qualified directory path where the .jpg files are stored in the Image Location field:

    • Image Location

      Enter the file location on the Web server where employee pictures are stored. To display a picture of the employee on the Profile form the name of the image must be the employees address book number followed by .jpg. For example the picture of Cathy McDougle would be 7500.jpg.

  6. To save your choices, click OK.