How to use groups on your organizational chart

 

 

Contents:

1. Add and delete groups
2. Styling groups
3. Moving groups and changing their contents
4. Get more from groups
   
   

 

 

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1. Add and delete groups

 

 

There are three group styles that can be added to your org chart: boundaries, labels, and teams. A boundary wraps around groups of positions, a label sits as a named banner above a position or groups of positions, and a team contains a group of positions that has no hierarchy. Below, we lay out the ways to add and remove them.

 

In this section:

• Add a group over a position
• Add a group beside a position
• Add a team
• Delete a label
• Delete a whole group

 

 

Add a label or boundary group above a position

Steps:

1. Hover above any position
2. Click the grid symbol that appears
3. Select "New group boundary" or "New group label"

 

Add a group beside a position

To add a group beside a position or branch of positions:

1. Hover over the plus symbol that appears next to a postion
2. Click the ellipsis (three dots) below the plus
3. Select "Add a group boundary" or "Add a group label"

 

 

 

Add a team

A team is a collection of positions that has no hierarchy and, as such, they can't have subordinate positions reporting into them, so must sit at the bottom of a reporting branch. They are ideal for showing cross-functional and matrix teams.

Steps for adding a team:

1. Hover over a position
2. Click the ellipsis next to it
3. Select "New team"
4. You can either click to add position or drag and drop positions into the team

 

 

 

Delete a label

To remove a group and leave the positions in place on your org chart:

1. Click the ellipsis on the right-hand side of the heading
2. Select "Delete label"

 

 

 

Delete a whole group as well as the positions inside

To remove a group as well as its positions from the org chart:

1. Click the ellipsis on the right-hand side of the heading
2. Select "Delete whole group"

 

 

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2. Group style

In this section:

• Rename a group
• Color
• Change group style
• View the members and sub groups

 

 

Rename a group

To rename a group:

1. Click on the label to open the group in the right-hand menu
2. Click the name of the group
3. Type in the new name
4. Hit enter or return

 

 

 

OR double-click the name on the group

 

 

 

 

 

Color a group or label

To color a group or label:

1. Click on the ellipsis (three dots) icon on the right-hand side of the group
2. Click "color"
3. Select your preferred color.

 

 

 

 

Change group style

If you would like to change a boundary to a label or vice versa:

1. Click the ellipsis on the right-hand side of the heading
2. Hover over "Style"
3. Select "Label only" or "Show boundary"

 

 

View a list of the group contents

To see a list of the positions and sub-groups in a group, click on the white space on its label.

 

 

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3. Moving groups and changing their contents 

In this section:

• Move a group
• Move a position
• Add a group inside another group

 

 

Move a group with its positions

Steps:

1. Hover above the group until the hand or directional icon appears
2. Click and hold
3. Drag and drop it where you would like it to be located

 

Move a group without its positions

Steps:

1. Press and hold "control" on PC or "command" on Mac
2. Click and hold the label for the group
3. Drag and drop the group

 

 

 

Move a position

 

To add existing positions into a group:

1. Click and hold a position
2. Drag and drop it inside the boundary or under a label

 

 

 

 

Add groups inside another group

To further segment a group by adding more groups below:

1. Hover your mouse cursor above the position at the top of the group
2. Click the grid icon
3. Select "New group label" or "New group boundary"

 

 

 

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4. Get more from groups

 

In this section:

• Visualize group calculations
• Set goals for groups
• Group summary
• Search for a group

 

 

Visualize group calculations

If you want to understand the total compensation, headcount, or full-time equivalent for any group, you can add them visually at the top.

 

Using "view settings":

1. Click the "view settings" menu 
2. Hover over the "properties" menu
3. Toggle "Total headcount," "full-time equivalent," or "compensation" to "on"

 

Using the right-hand menu:

1. Click on the top of the group or the ellipsis
2. Click the ellipsis near the top next to "Calculations"
3. Toggle your chosen calculation to "on"

 

 

Set goals for groups

Group goals allow you to track the headcount, FTE, and compensation targets for each group to insure they adhere to your organization's operating model. In addition to this, they also allow you to do your org design on a group first basis, so you can take a macro approach rather than getting into the nuts and bolts straightaway.

 

Set goals using the group

1. Click any calculation at the top of the group
2. Select the "Set goal" menu
3. Choose "At least," "At most," or "Between"
4. Input the value for your goal and hit enter or return

 

Set goals using the right-hand menu

1. Click the top of any group
2. Click "Total headcount," "Total FTE," or "Total compensation" in the right-hand menu
3. Select the goal menu
4. Choose your parameter
5. Input values and hit enter or return

 

 

 

Group summary

Using the ellipsis menu on the top right of any group you can "view summary" giving you a quick snapshot in the summary sidebar of position count, headcount, effort, compensation, or hours worked. This data can then be grouped by different parameters and viewed through different time dimensions.

 

 

 

 

 

 

Search for a group

If you have a large org chart with lots of groups then you can easily search for a particular group using the "top item" search function in your filter menu.

 

Steps:

1. Click the "view settings" menu
2. Select "Top Item 🔍" 
3. Search for the name of the group
4. Click on it when it appears in the list

 

 

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