Org Chart Viewer andMobile Company DirectoryIn PeopleSoft 9.1

1. Org Chart Viewer
and
Mobile Company Directory
In PeopleSoft 9.1

2. Org Chart Viewer
Org Chart Viewer consist of below items.
• Company Directory
• Direct-line Reports
• Matrix Reports (Teams)

3. Example..

4. Company Directory - Chart View..

5. Company Directory - Chart View..
• Chart View provides various information and
can perform the action. Which reduces many
click and reduces confusion to navigate to
system.
– Action dropdown is configurable.
– Each node shows Total and Direct reports.
– Node information can be configured.

6. Company Directory - List View..
User can navigate from Chart view to List view and vice-versa.

7. Direct Line -Smart Navigation

8. Matrix Reports
• Manual (where the owner is at the top of the
node)
• Access Type (using the Direct Reports API)
– By Department Manager ID
– By Department Security Tree
– By Group ID
– By Part Posn Mgmt Dept Mgr ID
– By Part Posn Mgmt Supervisor
– By Reports To Position
– By Supervisor ID
• Tree-based hierarchy

9. Can it be downloaded?
Org Chart can be downloaded to Excel and Visio.

10. Node configured with dropdown menu

11. Profile View

12. Benefits
• User engagement with the system.
• Better user experience.
• We can configure the chart to show a person’s
IM presence as part of their node. A user
could then start a chat session in a chat client
with the person from the organization chart.
• Better visibility on indirect reports.
• Include personal note and personal profile
links.

13. Mobile Company Directory

14. Available on..
• Company Directory – Tablet
• Company Directory – Phone ( for the Smart
phone)

15. What can we do?
• Mobile company directory enables to perform
the following.
– Search People and view information
– Quick access to people you have recently viewed,
direct reports, peers and favourites list.
– Send email, phone call, text message by tapping
email address and phone number.

16. Home Page
Landscape View

17. Portrait View

18. Profile Page – Contact Info

19. Org Chart

20. Org Chart
• Mobile version of org chart has same feature
as Desktop version except action menu is not
available.
• Mobile version / Tablet version can be
configured.
• Quick access of information.

21. HR Details

22. FAQ…
• Does this require licence?
– No. This is part of PeopleSoft HCM 9.1 and should have
PeopleTools version higher that 8.52.
– Hence this reduces addition maintenance to support
different application for Org Chart.
• Functional difference between Org View and
Company Directory.
– Org View extends the feature of Direct-line reports and
Matrix view.

23. FAQ…
• Can the information on Mobile pages customizable?
– No. But the information can be configurable.
• Can the ad-hoc chart be prepared?
– Matrix view can be useful on this.
• Is it possible to build custom Org Chart?
– Yes. Development effort required to build.

24. FAQ…
• This chart type can be used to display many
different types of hierarchical relationships.
– People in organizations
– Positions in organizations
– Departments in organizations