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Org Chart

Summary

 The Org Chart feature in Plumm allows employees and managers to visualize the company's structure. It provides options to zoom, filter users, expand the chart, and download it in various formats.


In this article

  • Before you begin
  • Step 1: Navigate and Interact with the Org Chart
  • Step 2: Filter Users
  • Step 3: Download the Org Chart
  •  Frequently Asked Questions (FAQ)

Before you begin

Ensure that you have access to the Org Chart section in your dashboard. You must have an active Plumm account and appropriate permissions to view or interact with the Org Chart.

Step 1. Navigate and Interact with the Org Chart

  1. Go to the Org Chart section in your dashboard.
  2. Zoom In & Zoom Out: Use the zoom feature to get a closer or broader view of the chart.
  3. Find User Dropdown:
    1. Click on the dropdown to search for any user, yourself ("Me"), or the company name.
    2. Select the user or company you want to locate within the org chart.
  4. Expand All Button:
    1. Click the "Expand All" button to display the entire chart, showing all users and departments in detail.
  5. Fit Screen Button:
    1. Click the "Fit Screen" button to resize the chart, optimising the display for your screen resolution.

Step 2. Filter Users

  1. Locate the Filter option in the Org Chart.
  2. Use the available filters to narrow down the chart display by:
    • Location: Select a specific location to view users from that region.
    • Department: Filter users by their department.
    • Employment Contract: View users by their contract type (e.g., full-time, part-time).
    • Employment Type: Filter users by employment type (e.g., permanent, contract).

Step 3. Download the Org Chart

  1. Click the Download button in the Org Chart section.
  2. Choose from two available download options:
    • PDF: Download the Org Chart as a PDF document.
    • Image: Download the Org Chart as an image file (e.g., PNG, JPG).

Frequently Asked Questions (FAQ)

1.Can I zoom in and out on the Org Chart?

 Yes, you can zoom in and out to view more or less detail of the chart. This is helpful for large organizations.
 

2. How do I find a specific user in the Org Chart?

 You can use the Find User Dropdown to search for any user, yourself ("Me"), or the name of the company.

3.What happens when I click the 'Expand All' button?

 Clicking Expand All will expand the entire chart to display all users and departments, making it easier to view the full structure.
 
 

4.What does the 'Fit Screen' button do?

 The Fit Screen button adjusts the Org Chart to fit your screen resolution, ensuring it is optimally displayed on your device.

5.What file formats can I use to download the Org Chart?

You can download the Org Chart in two formats: PDF and Image (e.g., PNG, JPG).

6.Can I filter the Org Chart by location or department?

Yes, you can filter users by their location, department, employment contract, and employment type to tailor the view to your needs.