How do I see someone's details on the org chart?

Select any card on the org chart to see that person's basic details in a panel on the right, without leaving the chart. From the panel you can open the person's full People profile, or focus the org chart on their part of the company.

Who can use this: anyone who can open the org chart on the Day.io web platform. View profile appears only when you can also open that person's profile in People.

How do I open someone's details on the org chart?

1. Select the person's card. You can also choose them in the org chart search, select them in the results panel, or move to their card with the arrow keys and press Enter.
2. Read the panel. The Employee panel shows the person's photo or initials, name and position, and under Details their Position, Department and Location. A dash means the value is empty on their profile.

3. Close the panel with Close (the X) or the Esc key. The card is no longer selected.

The Employee panel is read-only. If your permission role lets you edit employee profiles in People, select View profile and change the person's position, department, location or supervisor there.

What is the reporting line at the top of the org chart?

When a card is selected, the org chart toolbar shows the reporting line from the top of the company to that person. For example: "Maya Collins › Daniel Price › Dana Whitfield". Select any name in the reporting line to move to that person. When the reporting line is long, the middle names are replaced by "…".

How do I focus on one person's part of the org chart?

1. Open the person's details and select Focus, or press the F key while their card is selected.
2. Read the focused org chart. It shows only that person, their supervisors up to the top, and their whole team at every level.
3. Select Exit focus, or press F again, to see the full org chart again.

Focus isn't available while a department or location filter is on.

Best practices

• Before a team review, use Focus on the team's supervisor, so only their part of the company is on screen.
• To move up the chain, select a name in the reporting line instead of zooming out.

Common questions

Why don't I see View profile in the Employee panel?

View profile appears only when your permission role lets you open that person's profile in People. Some roles can see the org chart without access to People profiles.

Can I see someone's email or phone number on the org chart?

No. The org chart shows only name, photo, position, department and location. Other details stay on the person's People profile.

Why is the Focus button missing?

Focus is hidden while a department or location filter is on. Clear the filters, then select the person again.