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Organigram

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With our org chart, you can take master data from umantis Employee Management and represent the organizational links among them as an org chart. This type of visualization is especially useful for succession planning. It allows each manager to quickly see where action is needed within their own organization, and what’s going on with planning for successors. The org charts are operated as a separate module, and are activated by our support staff as part of the setup process.

Please contact us if you are interested in being able to provide a visual representation of your company’s structure.

System requirements

The real-time org chart can be used in Internet Explorer 8, Chrome, Firefox and Safari. JavaScript must be activated in order to use the real-time org chart. The org chart can be displayed in both the manager view (internal view) and in the employee view.

Important:

  • The print DLL requires an IIS on Windows.
  • Internet Explorer 7 and older versions are not supported! Check your active document mode in IE by pressing F12, and change it if necessary to test compatibility.

Permissions concept

For displays with sensitive data like those found e.g. in the manager view (My Employees / My Employees via Organization), the way that data is displayed in the org chart is based on the umantis permissions concept. This means that everything you can see in umantis, and all data you have access to under the permissions concept, is presented in the organigram in exactly the same way. You see it there in a nice, graphic style.

For example, if a manager has no access to succession planning, then they will not see any icons in the boxes for succession planning. Similarly, all successors are hidden in the org chart, so that only “simple” boxes are displayed.

There are no permissions behind the views in /SelfService. The only org charts visible there are those to which all employees have access, with no sensitive data.

Note that the org chart is aperiodic, and that any changes you make are therefore immediately visible in the org chart. The org chart therefore always corresponds to the latest state of the data.

Important to know:

In the manager view, you cannot see any sensitive data about yourself. Therefore, you cannot see the link to your own succession planning. Clicking on the profile icon and the performance graph will take you to your SelfService view. Your performance graph will appear blank in that view. “Risk of leaving” is neutral. Display of possible successors in your own entry in the org chart is also suppressed.

Versions

Org chart version 3

Since version 2 of the org chart, you can choose to display staff positions and vacant posts while hiding sensitive data with the “Management Circle” function. Version 3 of the org chart also includes various performance improvements.
Info.gif If you are using a customized org chart, individual modifications may be necessary. Consult with your umantis contact for more information.

If you are using a “default” org chart:

  • To activate the new version of the org chart, go to Settings > Main settings > Set up org chart tab > Custom templates for org chart, then enter orgmanager_v3 under “Name”.
    Attention.gif Customized templates/org charts can be modified separately through our Customer Service.

We recommend that you always activate the latest version of the org chart so that you can always take advantage of all the newest functions (and bug fixes).

Org chart version 17_2

Alongside further performance improvements, org chart version 17_2 contains the following additional features:

  • You can see employees’ birthdays under “My employees” and “My employees via organization”.
  • Under “All employees” and “All employees via organization”, a tool tip shows you which employees are currently present. (Corresponds to the Presence value in the master data.)

Note that only information that is stored in the system can be displayed.

Info.gif If you are using a customized org chart, individual modifications may be necessary. Consult with your umantis contact for more information.

If you are using a “default” org chart:

  • To activate the new version of the org chart, go to Settings > Main settings > Set up org chart tab > Custom templates for org chart, then enter orgmanager_v17_2 under “Name”.
    Attention.gif Customized templates/org charts can be modified separately through our Customer Service.

Org chart version 18_2

Alongside further performance improvements, org chart version 18_2 contains the following additional features:

  • Instead of five views, there are now three: the “Employees via organization” and “All employees via organization” views are no longer displayed. On the other hand, the hierarchy tree has been extended for the “My employees” and “All employees” perspectives, and can now be switched over without changing perspectives. Switch the hierarchy tree by clicking on your preferred hierarchy variant (position hierarchy or organizational hierarchy). Your chosen selection is then displayed in the org chart.
  • Employees who are assigned to two organizational units are also shown in the chart views for both organizational units.
  • In the “My employees” and "All employees" views, a search function is included in the org chart area to help you find specific employees quickly and easily.
  • When you mouse over a successor, a successor tooltip appears with all the information fields from the job holder’s tooltip (including Performance and Risk since the Major Update.gifupdate).
  • In the SelfService view, the employees are shown in the org chart when “Organization” is selected as the view option.

Note that only information that is stored in the system can be displayed.

Info.gif If you are using a customized org chart, individual modifications may be necessary. Consult with your umantis contact for more information.

If you are using a “default” org chart:

  • To activate the new version of the organigram, go to Settings > Main settings > Set up organigram tab > Custom templates for organigram, then enter orgmanager_v18_2 under “Name”.
    Attention.gif Customized templates/org charts can be modified separately through our Customer Service.

Views

Views in manager view:

My Employees:
  • Shows the employees with successors by job hierarchy / organizational units
  • A permissions concept underlies this view. Each employee sees only what they are allowed to see. For example, this means that HR experts or the administrator cannot see the data for the employees above them in the hierarchy.
  • The risk of leaving is also visible as a colored bar to the left of the employee photo:
  • Gray: Normal
  • Green: Low
  • Orange: High
  • Red: Very high
  • Also displayed: Performance matrix, Key position
  • The tool tip contains sensitive data like Performance, Risk of leaving, and Potential.
  • Sensitive data like Performance, Risk, Potential and Successors for the currently logged-in user are not shown. The link that would normally lead to the successors points to the home page instead.
  • Icon bar with links to succession planning and the employee profile
  • When you mouse over a successor, a successor tooltip appears with all the information fields from the job holder’s tooltip (except for “Performance” and “Risk”).
All employees:
  • Shows all employees in the company with successors by job hierarchy / organizational units
  • No permissions concept is used here; all employees are visible, like in a telephone book
  • Risk of leaving, Key position, Performance matrix and Potential are not visible.
Organization
  • Shows the company structure by organizational units
  • OU number and OU name are displayed
  • No tool tip
  • No permissions concept; organizational units are visible for all users

Display in employee view:

Employees can view the org chart under “Company” – “Org chart”. If the link is not displayed, then the administrator will need to make it visible. Since all employees in the company have access to the org chart, only views that do not contain sensitive data are made available. Here, too, you can select which views you want to see.

  • All employees (similar to the view in the manager view)
  • Organization (similar to the view in the manager view)

The external views are configured similarly to the internal views. In the employee view, there is no ruler in the “Organization” view. Employees are shown directly under the OU.

Display of org chart for external individuals (/MyPublic)

The option to display people in the org chart can be activated for External individuals (https://employeeapp-CUSTOMERID.umantis.com/MyPublic). In cases of access as an external person, the person can be displayed in the org chart by clicking on the “Show in org chart” link under Actions, once display of that link has been activated.

Ruler

The org chart’s display configuration is known as the “ruler”. The ruler is displayed in both views, but with different selection options.

Ruler in Manager view

Managers can select various options to display specific information in the org chart:

  • Display diagram: You can place individual employees in the diagram via drag & drop, and compare performance, risk of leaving and potential. At the top edge of the diagram, you also have the option to toggle the display of the diagram.
  • Highlight key positions: These positions are marked with a small key symbol. With the ruler, you have the option to highlight key positions a bit more strongly.
  • Gray out normal positions: This function shows normal positions in gray, making specially-marked positions easier to see.
  • Hide staff positions: Checking the box hides so-called staff positions. (only in Org chart version 2)
  • Show vacant posts: This function marks jobs that are currently vacant. (Note: Only in Org chart version 2. Vacant posts do not work with the SAP interface!)
  • Display diagram: This function displays a small window. You can drag and drop people into this window in order to compare them to one another in terms of Performance / Potential / Risk.
  • Management Circle: With this function, you can hide all sensitive data for your direct subordinates with a single click.


In the “Organization” view, there is a small ruler that you can use to make the employees that belong to the organizational unit (OU) appear under the OU. Two icons are also displayed in the box at the top that show you the number of employees in the OU and the number of vacant posts in the organizational unit.

Ruler in employee view

In the employee view, we can check the box to display the 3rd level at a smaller size and with less information. This way, you always have an overview.

4x5 Performance Matrix

Info.gif You can see a person’s performance and potential in the org chart by using the 4x5 Performance Matrix. The way in which this matrix is displayed depends on the overall assessment (performance) and potential. This allows you to quickly see which people have high potential/good performance, and which have room for improvement.

To ensure that the Performance-Potential Matrix is displayed correctly, the following values should be set in the appropriate selection list for the org chart:

Selection list: “Development potential” (PotentialWeight):

Achievement level Weight
HohesPotential.gif High potential 120
PotentialVorhanden.gif Potential exists 90
AmRichtigenOrt.gif In the right place 30
Ueberfordert.gif Overburdened 10

Selection list: “Achievement level – Overall assessment” (PerformanceWeight):

Achievement level Weight
AAA – outstanding 120
AA – very good 100
A – good 80
B – room for improvement 50
C – falls short of expectations 10


As a function of the employee’s Performance-Potential Matrix, the following views (for example) can be displayed in the org chart:

Performance AA Potential hoch.png Person/Employee was assessed as AA – very good in the overall assessment (Performance)

and evaluated under Potential as having High potential

Performance C Potential ueberfordert.png Person/Employee was assessed as C – falls short of expectations in the overall assessment (Performance)

and evaluated under Potential as being Overburdened

Performance ohne Potential.png If the entry for a given dimension is missing, the entire row or column will be highlighted in color in the 4x5 Performance Matrix.

In this example, the entry for the Potential dimension is missing (employee’s potential has not yet been assessed by the manager, or the “Development potential” selection list contains no weighting or the wrong weighting).

Potential ohne Performance.png If the entry for a given dimension is missing, the entire row or column will be highlighted in color in the 4x5 Performance Matrix.

In this example, the entry for the Performance dimension is missing (manager has not yet performed an overall assessment for this employee, or the “Achievement level – Overall assessment” selection list contains no weighting or the wrong weighting).


Icon bar in the org chart boxes

The boxes in the employee view include an icon bar with links to the associated employee profile and the associated succession planning. If there are no successors yet for a given job, the link leads to the page to create a new succession plan. A successor can then be directly assigned here.


Updating the org chart

When the browser window is updated by pressing F5 (Reload), the entire org chart is reloaded and the latest data from umantis are displayed.

With the “Refresh” button, you can update precisely the view that you are currently looking at. The navigation menu is also reloaded, and shows the appropriate navigation menu for the view after reloading.

Multiple language support

The org chart supports all umantis languages. For the umantis default org chart, the user interface is already translated. This applies to view selection, the ruler, level selection, and the tool tips in the org chart interface.

If you have a customized org chart with your own entries, you must modify the texts in your solution.


You can do this yourself quite easily through the “fixed lists” area. For each language, proceed as follows:

1. Settings -> Selection lists -> Fixed lists
2. Once there, find “ReportLabels” (case-sensitive)
3. When the ReportLabels appear, click on “Modify” to the right
4. A long list with about 150 entries will appear; advance to the last page in the list
5. You will now see the entries from the org chart, e.g. “View selection”
6. To modify an entry, go to “Modify” to the right of the label and change the text to contain your desired text
7. Save and review the changes in the org chart

Print in the org chart

To allow you to print out your org chart, we have integrated a small print icon in the org chart navigation area. Click on it to select whether you want to open the PDF right away, or save it.

Development / Updates

We are always eager to make new improvements to the org chart. Please share your ideas and suggestions for the org chart with us in our Labs at http://umantis-labs.mm.ideascale.com/

Tips and tricks

  • To ensure that the performance graph is correctly displayed, the weighting must be entered correctly in selection lists 17 and 60.
  • If you are having display problems, be sure to check your browser version as well. In Internet Explorer, there is also a “document mode” that can be set up to differ from the current browser version. Please check with your IT department on this point. Take note of the tips on Compatibility View as well
  • If you do not yet have any succession planning in place, then the successors will not be shown in the org chart.
  • The performance graph always shows the current period.
  • If you have no employee photos in umantis, a placeholder is shown.
  • If the performance data are not filled out in your solution, a placeholder image will be shown for the performance graph.
  • If printing doesn’t work, add the print URL to the trustworthy pages.
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