Main Org Overview
Understanding the Main Organization view
Main Org is your current-state organization as it exists today.
It provides a real-time, interactive view of your organizational structure and reflects the data imported from your HRIS or uploaded data source.
Main Org represents your live organizational data — not future plans or what-if scenarios.
Key characteristics:
View-only — You cannot edit Main Org directly
Synced from your data source — Data comes from your HRIS or imported files
Single source of truth — All users with access see the same current state
Baseline for planning — Scenarios are created from Main Org
Main Org vs. Scenarios
Current state
Future state / what-if
View-only
Fully editable
One version
Unlimited versions
Synced from HRIS
Manually created
Real-time data
Point-in-time snapshot
When to use Main Org: When you need to explore, search, analyze, or understand your current organization.
When to use Scenarios: When you need to model changes, plan reorganizations, or test different structures.
Main Org as Baseline for Scenarios
Every Scenario begins as a copy of Main Org at the time it is created.
Scenarios capture a point-in-time snapshot of Main Org.
Changes made in Main Org after a Scenario is created do not automatically update that Scenario.
In a Scenario, Show Before references the original Main Org snapshot.
Show After reflects the proposed changes within the Scenario.
If Main Org has changed and you need to align your planning work, use Scenario Refresh to rebase the Scenario on the current Main Org.
Main Org Views
Org Chart — Visual hierarchy showing reporting relationships
Directory — Table view with sortable columns for bulk analysis
Forecast — Time-based projections of current organization
Workforce Hub — Analytics charts for structure analysis
What You Can Do in Main Org
Although Main Org is view-only, it supports exploration and analysis of your current organization.
Explore the Organization
Navigate the hierarchy by expanding or collapsing reporting lines
Zoom and pan across the org chart
Switch between vertical, horizontal, or compact layouts
Adjust display levels to show 1–3 levels at a time
Search and Filter
Search by name or job title
Filter by attributes such as department, location, or pay grade
Use Manager Filtering to preserve reporting context
Combine multiple filters to narrow your view
Highlight and Analyze
Color-code positions by attributes such as department, location, or pay grade
Use legends and outlines to add visual context or a second highlight dimension
Customize color schemes (configured by administrators)
Apply Spotlight rules to identify positions that meet specific criteria, including pre-built rules and custom attributes
Customize and Save Views
Add, remove, or reorder fields displayed on position cards
Include calculated fields such as Span of Control or Layer
Save configured views for quick access later
Export and Switch Views
Export the org chart as JPEG or PowerPoint
Export filtered data as CSV
Switch to Directory view for table-based analysis
Common Workflows
Exploring the Organization
Open Main Org.
Navigate to the area of interest using search, filters, or hierarchy navigation.
Customize your view using highlights or card content as needed.
Save a view if you plan to revisit it.
Analyzing Span of Control
Open Main Org.
Apply Spotlight using span of control criteria.
Review highlighted positions.
Create a Scenario if structural changes are required.
Preparing for a Stakeholder Meeting
Filter to the relevant department or team.
Highlight by a key attribute (for example, location or pay grade).
Export the org chart or data for presentation.
Data Source and Refresh
Initial Import
Data can be loaded to the Main Org from:
HRIS integrations (for example, Dayforce, Workday, BambooHR, ADP, Rippling, etc.)
CSV or Excel files
API integrations
Ongoing Sync
Main Org may be refreshed through:
Scheduled syncs (daily or weekly)
Manual uploads
Real-time integrations (if configured)
Refresh frequency depends on your organization’s integration setup.
Important — Updates to Main Org do not automatically flow into existing scenarios.
Each scenario captures a snapshot of Main Org at the time it is created.
To apply approved changes:
Model changes in a scenario.
Submit for approval.
Implement changes in your HRIS.
Refresh data so updates appear in Main Org.
Access and Permissions
Your view of Main Org depends on your assigned Access Group.
Some users may see the entire organization, while others may only see specific departments or teams.
If you need access to additional areas, contact your administrator.
Best Practices
Start here first - Always explore Main Org before creating scenarios
Use filters strategically - Manager filtering preserves hierarchy better than standard filtering
Save useful presets - Create saved views for departments you analyze frequently
Check your scope - Know what parts of the org you have access to
Understand data freshness - Know when your data last synced from HRIS
Don't forget to clear filters - Active filters carry over to other modules
Limitations
Main Org is view-only, so you cannot:
Add or delete positions
Move people between positions
Edit attributes (salary, title, department, etc.)
Model future changes
See historical views (Main Org always shows current state)
To make changes, create a Scenario.
Next Steps
Learn how to navigate Main Org in detail
Understand the Toolbar actions available
Explore Directory View for table-based analysis
See Org Metrics & Insights for calculated fields
Create your first Scenario to model changes
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