Common Terms and Elements Used When Working with the Org Chart Viewer

Field or Control Description

access type

Defines the reporting relationship used in the Org Chart Viewer for a user and is configured in the Direct Reports API. The Direct Reports API is a common HCM data service that obtains a list of employees (including contingent workers and persons of interest) who report to a specific employee job or position number. This data service determines a manager’s row-level security to individual employees and validates that the user has security access to the employee.

See Application Fundamentals: Configuring Direct Reports Functionality.

See Application Fundamentals: Setting Up Access to Direct Reports Data.

org view type

Denotes the type of organizational view the system will present to the user when in the Org Chart Viewer. These views are company directory, direct-line reports, and matrix teams.

IM (Instant Messaging)

A form of real-time direct text-based communication between people using shared clients.

matrix reports or matrix team

A reporting chain or hierarchy that is not a traditional direct-line reporting relationship. Sometimes referred to as dotted-line reporting relationships.

matrix owner

The person responsible for a matrix team. This may be the person in the top node of a team org chart or it may be a person that needs to administer the team.

matrix managers or leads

Employees that have dotted-line reports. These are defined when creating matrix teams.