Understanding Hierarchical Reporting Structures

The Org Chart Viewer uses many methods for grouping individuals and creating hierarchical reporting structures. This table lists the ways the system enables you to create or view groups within the Org Chart Viewer pages:

Org View Type	Grouping or Reporting Structure
Company Directory	Tree-based hierarchy (COMPANY_DIRECTORY tree structure)
Direct-Line Reports	Access Type (using the Direct Reports API)
Matrix Reports (Teams)	Manual (where the owner is at the top of the node) Access Type (using the Direct Reports API) By Department Manager ID By Department Security Tree By Group ID By Part Posn Mgmt Dept Mgr ID By Part Posn Mgmt Supervisor By Reports To Position By Supervisor ID Tree-based hierarchy (MATRIX_BY_JOB tree structure)

These topics discuss:

• Tree-based hierarchies.

• Non-tree-based hierarchies.

Tree-Based Hierarchies

Trees from Tree Manager provide the hierarchical structure for the Company Directory and for Matrix Teams configured using a tree. Search results, direct reports, and peers are derived from the Company Directory tree. You can manually create or modify a tree using the Tree Manager. Or, use the Job Tree Builder, a delivered PeopleSoft batch process that leverages the Direct Reports API, as an automated means of creating a tree of persons based upon their job data.

This will enable you to:

• Effective date each version of the hierarchy you want to expose using the Org Chart Viewer pages.

• Enforce a very strict hierarchy that is predetermined through your tree setup.

• Have improved performance at runtime and eliminate the necessity of fetching data from transactional tables (primarily PS_JOB) to derive the reporting relationships. With a Tree, the hierarchy will already exist in the database and not need to be derived at runtime from transactional data.

Note:

The Company Directory use trees with the tree structure ID of COMPANY_DIRECTORY only. Matrix Teams use trees with the tree structure ID of MATRIX_BY_JOB only.

Note:

The fluid version of the Company Directory leverages the same tree as the desktop version; both use the tree assigned to the Company Directory folder.

Non-Tree-Based Hierarchy

The Direct Reports UI/API determines the hierarchical structures of persons for the Direct-Line Reports org view type and for Matrix Teams defined by access type. The Direct Reports API also generates the SmartNavigation across the top of the page and the org chart.

Note:

As of PeopleTools 8.55, the menu navigation structure is no longer available. Select Company Directory from the Nav Bar Navigator and it will take you to the Org Chart Viewer, if Fluid Company Directory is not implemented.

The Direct Reports API is a common HCM data service used for obtaining a list of employees (including contingent workers and persons of interest) who report to a specific employee job or position number. This data service is primarily leveraged for determining a manager’s security to specific employee jobs and as the data source for rendering org charts based on a selected employee (Job).

For better performance, the PeopleSoft application provides the Direct Reports Table Build, a framework for creating flattened views of reporting structures so that they can be accessed easily. Each access type has its own table that carries the data needed to search and maintain it. These tables are kept up to date using Event Manager as well as a nightly process to update future dated rows that are now current.

For more information, see the product documentation for PeopleTools: Tree Manager, PeopleTools: Portal Technology, and PeopleTools: Applications User's Guide.