The Org Chart widget can be configured on a page or in the user profile. The Org Chart widget supports different use cases on both a page and in the user profile.
On a page, you can display a part of the org chart. For example, on the sales department page of your employee app or intranet, you can configure the user identifier of the Sales Head and display all the employees reporting to the Sales Head. This way, you can show the structure of your sales department and how each employee in sales is placed within this structure.
In a user’s profile, you can configure the org chart to display how the particular user is placed in the organizational structure. This way, you can see who this person is reporting to, subordinates if any, and co-workers on the same level from the same team.
Unlike other widgets, you need to configure the Org Chart widget in the end-user view of the Staffbase platform and not in the Studio. The Administrator or Editor configures it one-time in their end-user view to make it available to users.
Prerequisites:
- You have received the web service URL of the organizational chart report from your Workday administrator.
- You have defined the identifier for users for whom you want to make the widget available.
- You have already set up a Workday account that has the required permissions for viewing all the data displayed in the organizational chart report.
Your Workday Administrator can help you set up this account.
The Workday widget is no longer in active development and maintenance.
Configuring the Org Chart Widget in the User Profile
- In the app or intranet, navigate to your profile page.
- Scroll down and click Configure Widget.
The Organization Chart dialog opens.
- Provide username and password to the Workday account, which was set up for the org chart report that was created in Workday.
- In the Org Chart Report URL, provide the URL you received from the Workday administrator.
- Click Save.
Configuring the Org Chart Widget on a Page
Adding the Org Chart Widget to a Page
-
Add the Org Chart widget.
The dialog to configure the Org Chart widget opens. - Optionally, provide a title.
The title will be displayed above the widget and be visible to your users. - For Show on, select the desktop icon.
- Select for which users you want to make the widget visible for under Visibility in the app.
- In the User Identifier field, provide the user identifier of the user whose org chart you want to display. For example, if you want to display the HR department, provide the user identifier of the head of the HR department.
The user whose user identifier you provide here will be highlighted in the org chart.
- Click OK.
- Publish or save the page.
You have published the page and now the page content is available to users.
Configuring the Org Chart Widget on a Page
After adding the widget, you can configure it with the org chart report.- In the app or intranet, navigate to the page to which you added the Org Chart widget.
- Click Configure Widget.
The dialog to configure the widget opens. - Provide username and password to the Workday account, which was set up for the org chart report that was created in Workday.
- In the Org Chart Report URL, provide the URL you received from the Workday administrator.
- Click Save.
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