Org Chart - How to navigate, add, remove, move and copy boxes.

The Organizational charts are designed to give everyone in the company an understanding of what each team member is accountable for. It includes their function (seat in the organization) and their roles (tasks/results for which they are accountable).

Note: Having a clear understanding of your function and roles and those of your team members empowers people to be responsible and accountable for their results. It also makes it easy to know who you can go to when you need help.

Important

The Org Chart is a live document. All the changes will be automatically saved. Please back up your information by Generating a Printout before you make any changes.
Only Admins in the organization can add boxes, make changes, and/or remove boxes and users.

Navigating the Org Chart

Move about the Org Chart by clicking and dragging with your mouse. Use the mouse wheel to zoom in and out.
To expand and collapse levels use the Set Visibility Depth button in the menu bar.
To search for a specific user or function (job title), type the user's name in the search box at the top right of the screen.

Add a box

Click Org Chart in the top menu bar (or People if the People Tools are enabled, followed by clicking Org Chart).
If there is not an existing Org Chart, hover your mouse over the white circle at the top of the Org Chart and click the plus button.
If there is an existing box in the Org Chart, click on the plus button that will appear when hovering the mouse over it.

Remove a box

Important: Boxes can only be deleted if there are no direct report boxes below them.

Click Org Chart in the top menu bar (or People if the People Tools are enabled, followed by clicking Org Chart).
Hover your mouse over an existing box.
Click the trash can icon.

Reposition a box

Boxes can be dragged and dropped to a different Org Chart branch and moved left or right.

Move a box to a different branch

Click Org Chart in the top menu bar (or People if the People Tools are enabled, followed by clicking Org Chart).
Click and hold the mouse button down.
Drag to another box on the Org Chart and once you see the blue confirmation line, release.

When moving a box, if it has direct reports underneath, they too will be moved along with the supervisor.

Move a box left or right

Click Org Chart in the top menu bar (or People if the People Tools are enabled, followed by clicking Org Chart).
Click into a box.
Use the small left/right arrows near the top of the box to move left or right.

When moving a box, if it has direct reports underneath, they too will be moved along with the supervisor.

Copy functions and roles

Click Org Chart in the top menu bar (or People if the People Tools are enabled, followed by clicking Org Chart).
Click into a box.
Click the "Clone node from the Org Chart" button at the bottom of the box.
A new box with the exact functions and roles will be added to the right-hand side of the box.