Overview
Sometimes a person reports to more than one manager. OrgChart Now allows you to specify an auxiliary, or Matrix, reporting relationship in your import data. Auxiliary relationships are supported by some data connectors - contact moc.erawtfoskroweciffo|wontrahcgro#moc.erawtfoskroweciffo|wontrahcgro for more details on whether a specific connector supports auxiliary relationships.
Auxiliary relationships are sometimes referred to as secondary, dotted-line or alternate reporting relationships.
Example Case
In order to specify an auxiliary relationship, you will need to add an 'AuxSuperID' column to your data. The 'AuxSuperID' field contains the 'SupervisorID' of the auxiliary (or secondary) manager.
In the example below, Cameron Jones (ID 40) has a primary reporting relationship to Carrie Sanders (ID 2) and a auxiliary reporting relationship to Bernard Roth (ID 3). When the data is imported, OrgChart Now will automatically detect the 'AuxSuperID' column and consequently create two boxes for Cameron in the org chart (one that reports to Carrie and one that reports to Bernard).
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Additional details:
- After import, your chart will contain an 'isAux' field. The field is set to '1' for all auxiliary reports. This field can be used for conditional formats and also for defining calculations (for example, any headcount calculation should contain the rule 'isAux 'not equal' '1').
- The PersonID for auxiliary reports will be updated to so that it is unique (e.g. in the example, the PersonID for Cameron is '40' for the primary relationship and '40-aux' for the secondary relationship.)
- If the AuxSuperID is invalid (supervisor does not exist) then the auxiliary record will end up in the parking lot
Handling Titles
If the person has a different title in both positions consider adding an 'Aux Title' column to your data
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or overload their existing title.
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