March 2022: Custom properties, accountabilities view, saved views, compensation updates, table calculations, bulk editing with CSV re-import, and a navigation update

Another massive month for our product team, and hopefully some updates that will make many of you very happy! Check out custom properties for adding 'location' to your org, and saved views for creating department, manager, and team filters.

Click the links below to head directly to the features you're most excited about: 

1. Custom properties 

2. Accountabilities view 

3. Saved views 

4. Compensation Updates

- Compensation can be managed in the people and positions table

- Enter composition directly in the org chart

- Compensation CSV import

5. Table calculations

6. Bulk editing with CSV re-import 

7. Chart navigation update


1. Custom properties 

Custom properties just dropped and the possibilities are, well, rather endless! Think: Location, OKR's, Teams, Guilds, Tribes, Diversity, and much more...
We're so excited about this feature, and we're eagerly awaiting feedback on how you all make use of it. 

The easiest way to get started is to head to your People and positions table, select the 'Custom text property' column title, and type to rename. Here, we used the classic example; 'Location'. 

 Screenshot 2022-05-25 at 9.28.17 PM  Screenshot 2022-05-25 at 9.28.53 PM
You're now free to use in-line editing to enter the data you'd like to use. Below, we separated the organization into two offices, San Francisco and London:
Screenshot 2022-05-25 at 9.35.44 PM
But that's not all, now that we have created and entered a custom property, let's put it into use. 
Head over to your org chart, and click the 'properties' tab on the top right of your screen. You'll see your newly created custom field with the title you gave it. Switch it on to view these changes across your organisation. 
You can share, or export this new view, too - enabling people in your org better, more efficient access to information like timezones, single threaded ownership, shared OKR's, etc.  
Screenshot 2022-05-25 at 9.39.06 PM
Endless custom properties can be added to address different needs. Simply head to the 'Properties' tab on the top right of your screen (found both in the people and positions table, and in your org chart) and select '+ Add a property'. From there you can start entering your information.  
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Custom property values can always be toggled on and off for different requirements. They can also be deleted or renamed by clicking the title of the property in the people and positions table column header, or the title in the 'properties' menu. 


2. Accountabilities view 

Have you been wanting a clearer picture of accountabilities within your chart? We have great news for you! Accountabilities view can now be turned on for greater visibility of 'who is responsible for what' across your org. 
Turn on the accountabilities view using the properties tab on the top right hand corner of your org chart canvas: 
Screenshot 2022-05-26 at 1.50.39 PM
Once on, this view will list any assigned accountabilities for all positions in your chart. From there it works similarly to most other property filters available.
Click 'add an accountability' and start typing to assign accountabilities from the Functionly library:
Screenshot 2022-05-26 at 2.13.57 PM
Drag and drop to move accountabilities between one position and another, or remove them from a position.
Open the functions tab from the left-hand menu to browse the list of accountabilities within the Functional library. These items can be dragged onto any position under 'assign accountabilities'. 
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Don't see what you're looking for in the list? Scroll down to the bottom of your Functions menu and select 'edit functions', this will bring up a modal where you can customize all of the functions that are in your library.
Screenshot 2022-05-26 at 2.28.51 PM


3. Saved views 

When it comes to org design, everyone needs different information at different stages. And if time = money, then saved views is a whole lot of dollar bills 💸.

Saved views remembers your settings, including; org layout (wide, condensed, or mixed), any property views toggled on/off, and which teams are/aren't collapsed.

Screenshot 2022-05-26 at 2.54.59 PM

In the view above, we have hidden all positions above the CTO. We have photo, position title, accountabilities, and compensation turned on to get a complete view of the Engineering department. 

Once you've clicked 'save view' from the properties tab, name your view, then select save. 

Screenshot 2022-05-26 at 2.57.42 PM

Your saved view is now easily accessible in your chart navigation menu, and there is no limit to how many you create.

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4. Compensation updates

Compensation has seen a lot of love and attention this month from our engineers and product team. Here's a run down of the new capabilities you'll find this month: 
  • Manage compensation in your position table
  • Add and edit compensation individually directly in the org chart
  • Import compensation via a CSV

Compensation can be managed in the people and positions table

The people and positions table has seen a lot of subtle improvements as we work towards being the ultimate tool for your workforce planning. One major change, is in-line editing of compensation. 

Firstly, ensure you are viewing the 'total compensation' column, you can do this by clicking on your 'Properties' tab, and switching the compensation toggle on. 

Screenshot 2022-05-25 at 8.06.12 PM

The new column will appear in your table, ready for in-line editing. If you cannot see the toggle option, it may be that you have not been given edit access for compensation, in which case you will need to speak to your team's Functionly account owner. 


Enter composition directly in the org chart 

Similarly with the people and positions table, compensation is now viewable, and editable, directly in your org chart. 

Firstly, head over to the new 'Properties' tab you'll see on the top right hand side of your screen, and ensure the compensation toggle is set to 'on'. 

Screenshot 2022-05-25 at 8.11.59 PM

When compensation is 'on' for your org chart, you'll see either 'no compensation data', or you'll see an amount that has been previously added for each position.

Edit compensation directly on your chart by clicking on the number or text in the compensation field to open the compensation modal. 

Screenshot 2022-05-25 at 8.16.28 PM

Once the compensation modal is opened, total compensation (per annum, or per hour) can be entered for each position. 

If you also alter the FTE (full time equivalent), Functionly will calculate the total compensation, taking FTE into account and will adjust the visible totals accordingly.   

Screenshot 2022-05-25 at 8.21.35 PM

Compensation CSV import

Got a larger organization? An easier alternative for adding compensation en mass to your chart is via a CSV import. Follow the CSV people import as per usual, or as per the instructions under 'Bulk editing with CSV re-import'.

Once your CSV is selected, you'll want to double check that compensation has been correctly mapped. 

Screenshot 2022-05-25 at 9.20.16 PM

In the above case, compensation has been mapped to the 'Annual base compensation' field instead of the 'total compensation field', which is correct. 

One more thing... 

Lastly, we should be clear that compensation data is only visible for those with compensation editor permissions/scenario owners, which also means only compensation editors/scenario owners can export CSVs with compensation data.
To ensure that the correct collaborators have access to compensation, select 'compensation editor' when inviting them into each different scenario that you wish to give them access to. 
Free and Starter accounts will not have the ability to add compensation editors.

Screenshot 2022-05-17 at 3.33.55 PM


5. Table calculations

To help you keep a clear view of your workforce, we’ve introduced a calculation footer to the position table, and any grouped sections you're viewing. 

Calculations are automatic, and each column footer has an expandable menu to customize the data you see which opens by clicking each footer cell.

Screenshot 2022-05-26 at 4.40.50 PM

Depending on the data type in the column, you can now quickly see at a glance the calculations for;

  • A count of all rows in the title column
  • A count of all filled cells in a column
  • A count of all unfilled cells in a column
  • The sum and average of given numbers or compensation values in a column (like compensation, and FTE)
  • The earliest and latest dates present for all date columns

Total compensation, and FTE data are potentially exceptionally useful when using Functionly to plan change, understanding the implications of planned changes, and if the changes are within the financial objectives. 

Screenshot 2022-05-26 at 4.47.09 PM

Currently the avatar and compensation type columns don’t support calculations however the groundwork is laid to add more calculations in future to them and other columns.


6. Bulk editing with CSV re-import

Need to update your data? Making bulk edits and updates is now a lot easier with the Position Table CSV re-importing feature.
Download the CSV of your org, edit org data in your preferred table software, then reimport to reflect your edits within Functionly.
Screenshot 2022-05-25 at 8.56.31 PM
To export your table to a CSV, click the 'download' button on the top right of your screen, and select 'CSV table'. Your CSV will be downloaded, ready to open and edit with the tools of your choice. 
Functionly matches data based on a person's email address (matching intelligence that we're soon expanding upon), so ensure email addresses are a part of your organization for our data-matching to work.
Screenshot 2022-05-25 at 8.01.06 PM

To import newly edited/bulk data, open your slider menu from on the left at any time, ensure the 'people' tab is selected, and click 'import people'. You can then select 'CSV' and you'll be presented with the following modal...

Here, it's important to click 'update and rebuild' to reflect your updates, unless you would like to start building out a brand new chart from scratch.  

Screenshot 2022-05-25 at 9.09.20 PM

Bear in mind, this functionality is still in its infancy, so there may be a few additional edits to make to your chart once it has been rebuilt by our system. 



7. Chart navigation update

As you might have noticed already, navigation around your chart now looks a little different. As we're adding more views, filters, and options for how you view your org chart, we're also compartmentalizing how you get around. 

For better consistency between our table and chart views we’ve moved the org chart lens menus out into separate “Properties” and “Filter” menus.

Screenshot 2022-05-26 at 4.18.17 PM
With this new layout, you can switch between charts/views on your left-hand chart navigation menu, and customize the information you see on your chart with the right hand properties, filter, and format (coming soon) menus.
Screenshot 2022-05-26 at 4.19.47 PM
Oh, and you'll now find the zoom controls on the bottom-right of the page. We hope this navigation update makes it easier to get around! 

One more thing...

It's fair to say we had a strong finish to the first quarter of 2022!
Not only did we work on all of the above, but there are a bunch of usability improvements you may or may not notice, one of them being 'lazy loading' - the page loads as you watch it! Which should help speed things up a little bit for everyone. 
That's it for now, check back next month to see updates on dotted line reporting, a new manager filter, and more work on accountabilities... 👀