Organizational Structure Widget

The Organizational structure HRMS widget provides a tree visualization of your company's data from the Companies (org_company) and Employees (employee) tables of the Simple Application.

tip

Roles required:

Read:

• All portal users can view their company's structure on the portal.
• Users with the hrm_agent and hrm_supervisor roles can view their company's structure on the agent interface.

Search by keywords

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You can search by keywords, for example, to quickly find an employee or a department in the company's structure.

To find an employee profile, follow these steps:

1. Open the widget. To do this:

   • (on the portal) On the Main page, click Organizational structure on the right in the header.
   • (on the agent interface) Navigate to Organization → Organizational structure.

2. Specify the employee's first and last name in the filter field located to the left above the structure on the portal and in the upper-right corner of the agent interface. You can also search for the employee profile manually. Click the icon to expand the branches until you find the unit of the employee you are looking for.

3. Click the employee's name to view their profile.

4. (optional) Click the icon to collapse the branches you do not need. To collapse the expanded tree altogether, click the icon located in the upper-right corner of the portal and the agent interface.

Configure widget instances

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tip

Role required: admin.

In the out-of-the-box solution, the widget instances display the following employee data:

• First name and last name.
• Job title.
• Company name.

To change the values for widget options, follow these steps:

1. Open either widget instance:

   • The portal widget instance: \{your instance URL}/record/sys_widget_instance/172474661516092990.
   • The agent interface widget instance: \{your instance URL}/record/sys_widget_instance/172484869313508415.

2. In the Schema option values field, specify the widget parameters in the JSON format.

   Configure Schema option values

   {
       "fixedCondition": "(company.class=internal)",
       "additionalFields": "middle_name,email,timezone_id"
   }

3. (optional) Replace internal with the appropriate value from the Class (class) column of the Companies (org_company) table.

4. (optional) Replace middle_name,email,timezone_id with the appropriate String- or Reference-type fields from the Employees (employee) table. Separate the values with commas.

5. Click Save or Save and exit to apply the changes.