Within the company settings menu, we now have a section for Org Chart settings, you can find this by going to
Admin > Company > Settings > Company settings > Org chart settings
There are 4 options available to you
Default depth – when the org chart loads, by default, it has 5 levels displayed so anyone below that is not shown and they need to be ‘revealed’ by clicking the plus under the name of the manager etc. Using this option, you can choose to display more or fewer levels on your first load.
Mouse zoom – when using the org chart, if you use your mouse scroll it will zoom the chart in or out. Using this option you can turn this off if needed. Additionally, if using zoom we slowed down the zoom to be more controlled.
Org chart dotted line - This is where you can have a dotted line in addition to the employee's manager. This can be either linked to the employees Head of Department or Super Approver.
External URL – if you are using an external org chart then you can enter the iframe URL provided in this box and when clicking Org chart in our left menu it will show their iframe.
Please note, this will only work if the iframe is https and this must be included in the URL
On the org chart itself
There is a menu at the bottom right with the addition of 4 buttons:
- Expand all – if the user has nodes hidden etc then this button will open all nodes in the whole chart
- View whole chart – if zoomed in this takes you back to the whole chart being in view
- Zoom in
- Zoom out