Managers can navigate to the Organization Chart using their Manager Self-Service responsibility, Talent Profile function. As a manager, when you click the Organization Chart tab, the chart displays the hierarchy of the manager who logs in. By default, the chart displays ten direct reports. If there are more than ten direct reports, then you can navigate to the next set of direct reports using the side navigator icon. For each selected node, you can view the hierarchy and then drill further down the hierarchy. If there are workers on secondary assignment reporting to a manager, then the organization chart represents this reporting structure in a dotted line format.
See: How to Use the Organization Chart and Control Panel
You can perform a simple or an advanced search to search for workers in your organization. Search results of a simple search display person name and job.
Advanced search criteria includes first name, last name, manager name, job and organization. Click Add Fields to add additional search criteria. You can save your searches to use them in future.
Following your search, click the person name to view the person's details and hierarchy in the organization chart format.
Managers can view the following information in different panels for a worker:
Contact Information: View email, work phone, and address of the worker. Email is a link that helps you to send mail from the organization chart. When you click the Email link, the email client on your local machine opens and the worker's email ID automatically appears in the To field.
Employment Details: View the employee number, work location, organization, job, position, and grade.
Salary: View the worker's salary, salary currency, grade, and grade range. You can view salary details of workers in your hierarchy only. You cannot view salary details of workers above your hierarchy or workers outside of your security profile although you can view their contact and employment information.
Note: You can view information in panel fields only if data is available. For employees, you can view their Contact Information, Employment Details, and Salary. For contingent workers, you can view their Contact Information and Employment Details.
You can perform actions for workers only if your administrator has enabled functions from the Actions list. Click the Actions link on the person details panel to perform self-service action for a worker, such as change the job, pay, or manager, and update education qualifications. When you click the Actions link and select an action, the action is launched in a page in the Manager Actions tab. The links of all manager actions appear in the side navigation container on the left side of the page. You can complete the transaction and move on to other transactions without leaving the page. You can process multiple transactions for a worker from this page. The manager actions that you can perform depend on the configuration choices that your enterprise makes. Manager self-service actions can be performed only for primary assignments and not secondary assignments.
You cannot launch actions related to performance management plan or appraisal functions from the Actions list for a worker. If your enterprise has licensed Oracle Succession Planning and your administrator has assigned you the Succession Planning functions, then you can launch actions to create or update succession plans for workers.
Managers can view details and perform manager actions for multiple assignments of an employee or worker in their hierarchy, if the subordinate has more than one assignment. If there are workers on secondary assignment reporting to a manager, then the organization chart represents this reporting structure in a dotted line format.
Note: Managers can perform these actions for multiple assignments only if the Multiple Assignments feature is enabled and the appropriate security access is setup.
You can identify key high potential workers for whom succession plans exist and workers who do not have at least one succession plan. Icons below the Actions link help you to identify such workers.
Note: You can view these icons if your enterprise has licensed Oracle Succession Planning and your administrator has assigned you the Succession Planning functions.