How do I find people on the org chart?

On the org chart you can find a person by typing in the search box, or highlight everyone in some departments or locations with the filters. In a large company, that's the fastest way to see who belongs where. Both work inside the part of the org chart your permission role lets you see.

Who can use this: anyone who can open the org chart on the Day.io web platform. See How do I view my company's org chart? to open it.

How do I search for a person on the org chart?

1. Type in the Search box at the top left of the org chart. After the first letter, up to 8 suggestions appear. The org chart search matches names, positions, departments and locations, and ignores capital letters and accents.
2. Select a suggestion, or press Enter. The org chart opens that person's reporting line, moves their card to the middle and opens their details on the right.

When you press Enter and nobody matches what you typed, the org chart search shows No results for "[your search]". The search always looks through everyone you're allowed to see, even when a filter is on.

How do I filter the org chart by department or location?

1. Open Department or Location under Filter in the Org chart card at the top left.
2. Tick one or more values. The menu stays open while you tick. Close it by selecting outside it or pressing Esc.

3. Read the org chart. People who match keep their colors. Everyone else stays in place but is grayed out, so supervisors and their teams are never separated. Teams that lead to a match open, and teams with no match close. The Org chart card shows how many people match, for example 2 employees match · others are grayed out.

Inside one filter, the org chart shows people who match any of the values (Sales or Finance). When both filters are set, a person must match both (Sales and Chicago). A person with several locations is matched on the location shown on their card.

You can also open the legend at the bottom left and select a department or location there. The legend turns the same filter value on or off.

What is the results panel?

When a filter finds at least one person, the results panel opens on the right of the org chart. The results panel lists the matches grouped by department, largest group first, eight people per group, with Show all and the group's number of people for the rest. People with no department are in a last group called No department.

• Type in Search in results to narrow the list by name or position.
• Select a person to move the org chart to their card and open their details. The back arrow at the top of their details returns to the results.
• Select Close (the X) to hide the results panel; the filter stays on.
• Select Clear filters to turn both filters off.

How do I turn the filters off?

Select Clear next to Filter in the Org chart card, or Clear filters in the results panel. The org chart removes the gray, opens the same teams that were open before you filtered, and moves back to the middle. Filters aren't kept when you reload the page.

When no one matches the filters, the org chart shows No employees match these filters with a Clear filters button.

Best practices

• When you don't know a name, search by position, department or location. The search matches all of them.
• Combine a department filter and a location filter to see one team in one place, for example Sales in Chicago.
• Clear the filters when you're done. Focus and Show levels aren't available while a filter is on.

Common questions

Why is Focus missing from a person's details while I filter the org chart?

Focus isn't available while a department or location filter is on. Clear the filters first, then select the person and use Focus.

Why does a department appear in the filter when nobody on my chart belongs to it?

The org chart filters list every department and location in your company, so some values may have no matches in the part of the org chart you can see. Some roles can't open the company's department and location lists, for example when you see the org chart without access to People. Then the filters list only the values of the people on your org chart.

Does the org chart search find people outside my part of the chart?

No. The org chart search and filters only find people your permission role lets you see on the org chart.