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The PeopleSoft fluid Company Directory is a visual representation of hierarchical and organizational structure.
Company directory is completely Fluid based which means it is accessible across devices. PeopleSoft now provides the option to export the organization data to an Excel spreadsheet and having the ability to print, download, and/or export the org chart.
Since the release of Image 27 (PeopleSoft 9.2.27), there has been multiple enhancements pertinent to Org Chart/Company Directory, some of the prominent features are discussed below:
Exporting an org chart to spread sheet helps managers to analyse budget, design team work and generate spread sheet reports.
Enable data export functionality in order to export data to an Excel spread sheet or a Visio graphics file.
Navigation: Setup HCM > Common Definitions > OrgChartViewer >Chart and Profile Settings
Dotted Line Relationships represent a one-to-one relationship in between two individuals that is formal. Dotted Line Relationship is responsible for delivering some tasks or other activities but does not need to get involved in the on-going development of the individual or the administrative processes around them.
Dotted Line Reporting allows your employees and managers to manage their own dotted line relationships where the relationships are visually represented on the Company Directory Organization Chart.
Navigation: Navigate to profile via company directory > Manage Dotted line > Add dotted line report
Use Case: Instead of displaying Telephone-Mobile, which is a delivered configuration, a new field ‘Mobile’ needs to be displayed in org chart profile view.
Navigation: Set Up HCM > Common Definitions > Org Chart Viewer > Chart and Profile Field Map > Chart and Profile Field Map
Any class assigned to fetch the data under the Fetch Method tab of Chart and Profile Field Map must be inherited from HRCD_COMPANY_DIRECTORY:DATA_ELEMENTS: DataElementBase.
Navigation: SetupHCM > Common Definitions > OrgChartViewer >Chart and Profile Settings
Author: Amrit Kumar Gupta, Associate PeopleSoft Consultant, Kovaion.
Connect with us for PeopleSoft End-to-End Implementation, Enhancement, Updates, and Support.
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