Updates on Org Hierarchy The new org chart is now the default view

Org Hierarchy now opens on the new org chart. Your organisation's reporting lines are drawn as one chart you can pan and zoom. Each card shows a manager's headcounts, and clicking a card opens that manager's results.

Where to find it

Open Org Hierarchy in the Analyse section of the sidebar. The page opens on the new view, titled Organization Hierarchy.

Find a manager

• Jump to a manager, or press ⌘K, searches your managers by name. Type at least two characters and pick a result: the chart opens the levels down to that manager, however deep they sit.
• Collapse all folds the chart back to the top.
• The zoom controls zoom in and out, and Fit sizes the chart to your screen.

Choose what the chart covers

The Survey picker in the header sets which results sit behind the chart:

Filter without losing the reporting lines

Pick values in the filter bar and choose Apply. Cards with no match at or below them are dimmed rather than removed, so you can still follow a reporting line through a manager who doesn't match to the people below who do. A dot marks each card that matches, and the bar shows how many people match.

• Several values in one filter match anyone with any of them. Across filters, people must match every filter.
• Each filter has its own search box and shows how many people carry each value.
• Clear filters resets the chart.

Headcounts on every card

Each card shows two headcounts, not scores: the manager's direct reports, and the people further down their reporting line at all levels below. A card for someone with no reports reads No direct reports. Scores open in the manager panel.

Open a manager's results

Click a card to open the manager panel. Two tabs set whose results you see:

For the tab you pick, the panel shows:

• Overall: the overall score.
• Participation: the participation rate, with how many of the group responded.
• Driver scores: a score and bar for each driver. A score held back for anonymity shows a dash.

When a tab's group is too small to report on under your anonymity threshold, the panel says its scores are hidden and lists the manager's direct reports, with Show reports in chart to open them on the canvas. If the other tab's group is large enough, it offers View Total scores instead or View Direct scores instead.

Go deeper in the Lineage Explorer

From the panel, Open lineage explorer opens the Lineage Explorer for that manager: a grid of the managers who report to them, with Participation, Overall and each driver on Direct and Total rows. View Org Chart takes you back to the chart.

The classic view

Switch to classic view, at the end of the filter bar, opens the earlier Org Hierarchy page. Your choice is remembered, so the sidebar keeps opening the classic view until you choose Switch to the new view in the banner at the top of it.

Who can use it

The August release covers the Lineage Explorer's driver drill-down and eNPS columns.