How do I view my company's org chart?

The org chart shows who reports to whom in your company, so you can understand a team at a glance instead of opening profiles one by one. You open it from the People page, and each card shows a person's name, photo or initials, position, department and location.

Who can use this: people whose permission role includes the org chart, on every Day.io plan with People, on the web platform in a window at least 1280 px wide. The org chart isn't in the mobile app. Your role also decides how much you see: the whole company, or only your own tree (you, everyone below you, and your supervisors up to the top).

Important: the org chart is read-only. It's built from the supervisor set on each employee's People profile; to change who someone reports to, edit their profile in People. The org chart shows the change the next time it's loaded.

How do I open the org chart?

1. Open Manage > People. The People page opens on the list of employees.
2. Select the org chart icon on the right of the People toolbar (its tooltip reads Org chart view (V)). You can also press the V key. The org chart opens in the full height of the page.

3. To go back to the list, select the list icon (List view (V)) or press V again.

If your role gives you the org chart but not the People list, People opens straight on the org chart and the list icon isn't shown.

What do I see when the org chart opens?

When the org chart opens with the whole company, it shows the top of your company and the people who report directly to them. Deeper teams start collapsed until you open them. When you see only your own tree, the org chart opens on your card, marked You.

• Person cards show the name, position, and department · location. By default, the colored bar on the left of a card matches the person's department.
• The team count under a supervisor's card shows their direct reports and everyone in their team at every level (for example 6 · 166). Select it to expand or collapse the team; collapsing a team also collapses the teams inside it.
• The Org chart card at the top left shows how many people the org chart includes, and the Department and Location filters. A note there tells you when some people aren't shown because they have no supervisor. Select Minimize (the minus sign) to shrink the card into a small pill.
• The legend at the bottom left lists the department and location colors. Select one to filter the org chart by it.

How do I move around the org chart?

• To move, drag the empty space of the org chart.
• To zoom, use Zoom in and Zoom out at the bottom right, pinch on a trackpad, or hold Ctrl (⌘ on a Mac) and scroll. Zoom goes from 4% to 200%; zoomed out, cards show less text.
• Fit to screen shows the whole open part of the org chart; Center on me (or Center on selection when a card is selected) moves that card to the middle.
• Press ? to see every keyboard shortcut, including the arrow keys to move between cards and Enter to open a person's details.

What else can I change in the org chart view?

Select More (the three dots at the top right) for these options:

• Color cards by: color the cards by Department, by Location, or not at all (None).
• Show levels: open 2 levels, 3 levels or 4 levels of the org chart, All levels, or Top level only. This option isn't available while a filter or Focus is on.
• Show teams of 4 or more in a column: when a supervisor has four or more direct reports, they're shown in one column, so wide teams take less space.
• Copy link to this view and Keyboard shortcuts.

Color cards by and Show teams of 4 or more in a column go back to their defaults each time the org chart is opened.

What can't the org chart do?

The org chart shows active employees only, and only their name, photo, position, department and location: no attendance, shifts or contact details. The org chart can't be edited.

Best practices

• Keep each employee's supervisor up to date on their People profile, so the org chart shows everyone in the right place.
• Fill in position, department and location on every profile. Cards show these fields, and the filters and colors use them.
• In a large company, open only the levels you need with More > Show levels, so the org chart stays easy to read.

Common questions

Why does the org chart icon not show on my People page?

The org chart icon shows only when your permission role includes both People and the org chart, and your browser window is at least 1280 px wide. Make the window wider, or ask your company administrator about your role.

Can I change who someone reports to from the org chart?

No. The org chart is read-only. Change the employee's supervisor on their People profile in People.

Why can I see only part of the company?

Your permission role decides whether you see the whole company or only your own tree. In your own tree you see yourself, everyone below you at every level, and your supervisors up to the top. You don't see your supervisors' other direct reports (your peers) or their teams.