Overview
OrgChart Builder is a simple solution to slice & dice your organization's data into the exact chart you need. Builder is available to Enterprise tier and ADP Premium customers.
Chart Selector
Allows you to change the chart data that you will build from. Only available if you have a multi-chart environment.
Target Position
Indicates the box to chart. Upon clicking go, you'll see this person as well as a number of selected number of levels of reports.
Query Options
Enter the terms to look up the target box to chart. Click 'search' and select from the results.
Recent Searches
Saves the last ten different individuals you charted. Click on their name to target them for a new chart.
Data Options
Choose the selection of boxes that will come in during your search.
| INCLUDE | Select the levels of chart data. 2 levels of chart data brings in just the top position and their direct reports, with each additional level bringing in more levels of subordinates. |
| CHAIN OF COMMAND | Go "Up" directly from the top position to the top of the chart. When charting from the CEO/top position of the org, this option will make no difference. |
Filter Options
Choose the filters you want active during your search.
| FILTERS | Activate a custom filter. These filters can be defined and managed in the Chart Settings menu. |
| INCLUDE FILTERED MANAGERS | Don't filter out managers if their subordinates remain in the chart. |
Display Options
| CHART TEMPLATE | Choose the chart template / view. |
| MASTER TEMPLATE | Choose the master page for your chart. |
| PAGE BREAKS | Choose to either fit all the boxes on a single page, or create a multi-page chart. |
| PAGE SIZE | Select the page size of your chart. |
Page Breaks
Following options are available in Page breaks:
- Single Page Chart: Creates the chart in single without any breaks.
- Insert Page Breaks: Creates the chart in different pages by inserting breaks.
Page Size
Following options are available in Page size:
- Letter
- Legal
- Tabloid
Reviewed 12/4/2018