Understand how to navigate the Org chart in Sage.
To view the org chart, select the Org Chart item in the navigation menu.,Or select
WX displays the org chart> It either focuses on yourself or on the person you select from people search:
By default, the org chart displays with team member details collapsed.
The Direct Reports count excludes team members who have left and you haven't replaced yet.
When team members with direct reports leave, they remain on the org chart. The system changes their names to TBA, Formerly: <name> until you replace them. The system doesn't include them in the Direct Reports count.
You can hide Pre Boarders — employees you've hired but haven't yet started — from the Org Chart with configuration options. If you've set a Pre Boarder as an active team member's manager, the Pre Boarder displays with a name of Not Available.
If you focus the org chart on one of your cross reports, the Direct Reports count for you always displays as 0.
To display more details for the team member, select More:
Select Less to return to the default display.
Select Go to profile to navigate that user's profile page:
Select anyone in the org chart to change the focus to that person.
To display a team for a direct report, select the direct report to change the focus to that person:
To create a print-ready version of the chart, select the number of levels you want the chart to show:
Then select Print:
We intent Org Chart printing for smaller organizations where changes to people and reporting structure are relatively infrequent. You'll usually find the online Org Chart, using up to the minute data, more useful.