OrgChart Now Help Guide

Chart Settings: Mapping

Audience

Audience: Administrators Edition: Enterprise & Premium

Overview

The Mapping panel allows an administrator to identify required and optional fields. Most of time mapping is automatic; however, there are cases where you need to help OrgChart by identifying fields (e.g. the ‘Title’ field maps to a data source field called ‘Job Description’).

Accessing Mapping

Select More > Chart Settings and then select the Mapping option.

Mapping Settings

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Required

OrgChart requires the following fields in order to build an org chart.

Person ID

This is a unique identifier for each record in your data set (usually employeeID or Position ID).

Supervisor ID

This is the same unique identifier for a record’s parent record. The Person ID and Supervisor ID fields are used to build the hierarchy for your org chart.

Name

Employee Name. We recommend you include a ‘Name’ field in your source data that is formatted as you would like it displayed in your org charts (e.g. Last Name, First Name).

Title

Employee Title.

Optional

The following fields are not required to generate an org chart, but are recommended in order to improve search configuration and performance.

First name

Enables better searching by name.

Preferred First

Enables better searching by name (for example, preferred name of ‘Bill’ and first name of ‘William’).

Last name

Enables better searching by name.

Preferred Last

Rarely used; however, some HR systems support both Last Name and Preferred Name fields.

Location

Set the field that maps to Location. Allows for greater use of predefined chart templates.

Division

Set the field that maps to Division. Allows for greater use of predefined chart templates.

Alternate Title

Set the field that maps to Alternate Title. Alternate title is displayed if primary title is blank. Often an HR system will provide a ‘Job Title’ and ‘Position Title’ fields. The ‘Position Title’ is typically more specific than the ‘Job Title.’

Setup Options

Set the field mapping prior to loading data. This option is useful with certain connectors where defining mapping is required prior to loading data OrgChart.

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Click to enter the name of the field you intend to map, if it is not yet present in your data.

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Add one of the following two fields to the field mapping:

  • Aux Supervisor ID - Select the data field with values corresponding to matrix reporting. Reference the Matrix Reporting article for more information.Matrix Reporting Overview

  • Photo - Select the data field populated with employee photos.

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Clear all mapping.

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Load mapping from source data. OrgChart will attempt to automatically map fields for you; however, you may need to manually set some mapping if OrgChart cannot determine (or incorrectly guesses) a mapping. Before attempting to use this option, verify your source data connections are configured in Chart Settings: Source.

Link

Fields can be linked to actions within an end user’s browser. For example, add an email link, so that when a user clicks on an email address, an email draft is automatically launched. Use the following tools to define a link:

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Add a new link.

  • Phone - Initiate a phone call when user clicks on field (requires a phone application to be set in user’s web browser configuration).

  • Skype - Initiate a Skype call when user clicks on field.

  • Hyperlink - Open a new browser window when user clicks on field. Reference Hyperlinks Example.Hyperlinks Example

  • Email - Open user’s default email client when user clicks on field. Email will be addressed to addressee defined by field contents.

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Hover over field to remove a link.

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Hover over field to map link to a field.