Orientation & Navigation
How to navigate and explore the org chart, and available toolbar tools
The left toolbar provides all navigation and analysis tools in Main Org. All actions are view-only — to make changes to positions, create a Scenario.
Toolbar Tools
Search (🔍)
Find employees or positions by name or job title.
Results navigate the org chart to that position.
Works across your accessible scope.
Shortcut: Cmd/Ctrl+K or
/.
Filter
Show only positions matching specific criteria (for example, Department, Location, Pay Grade, or custom fields).
Two filter modes are available:
Standard Filtering — Shows only matching positions and may break visual hierarchy.
Manager Filtering (reccomended) — Preserves reporting context by keeping managers visible above matching positions.
Filters persist across Org Chart, Directory, and Forecast views.
Use Clear All to reset filters.
Tree View
Displays the organization as an indented list. Use Tree View to quickly navigate deep hierarchies without expanding cards manually.
Highlight
Color-code positions by any attribute.
Use Fill Color to apply one attribute.
Use Outline Color to apply a second attribute.
Toggle the legend to see what each color represents.
Highlighting does not change data — it is a visual tool for analysis.
Card Content
Control which fields appear on position cards.
Add standard, custom or calculated fields
Drag and drop to reorder fields.
Changes apply immeditely.
💡 Keep cards minimal — 3–5 fields for readability; add more only for specific analysis.
Spotlight
Dim non-matching positions to focus on specific criteria.
Apply preconfigured rules (for example, span of control ranges)
Spotlight by any available attribute, including custom fields
Matching positions are highlighted; others appear dimmed
Spotlight helps identify patterns within the organization.
Presets (Saved Views)
Save your current configuration of: Filters, Highlights and Card Content. Saved views can be reloaded later and may be available to other users based on permissions.
Export
Export your current view as:
JPEG (images)
PowerPoint (one slide per manager, configurable depth)
CSV (all data, respects active filters and visible columns
Template builder (admin only)
Layout
Switch between layout options:
Vertical
Horizontal
Compact
Adjust how many levels are expanded (1–3 levels). Use zoom and pan controls to navigate large structures.
Directory Toggle
Switch to Directory view to analyze data in a table format.
Keyboard Shortcuts
1 = Main Or
5 = Directory
/ or Cmd/Ctrl+K = Search
Esc = Close panels
Available Actions: Main Org vs. Scenarios
Search, Filter, Highlight, Spotlight, Card Content, Export, Layout
✅
✅
Add/Edit/Move/Close positions
❌
✅
Bulk Operations
❌
✅
OpEx Panel (👀)
❌
✅
Comments
❌
✅
Approvals
❌
✅
Related Articles
Last updated
Was this helpful?