The top of the Org Chart page has a menu bar containing the following features: View, Visualize, Highlight, Filter headcount status, and additional settings. This article will cover each feature's usability in depth.

Note: Depending on your permissions in TeamOhana, you may not have access to all of these features and/or will only be able to utilize these features on your own team, rather than on the entire organization.
​

The default structure of your Org Chart will show your entire organization, including current employees and proposed and approved new headcount. The "View" feature allows you to zero in on either current employees or headcount only. It also enables you to view your organization by job function, so you can have an unbiased perspective on your org design.

View: Current Employees removes all headcount from your Org Chart so that you have an employee-only view. This feature is best utilized when you want a butts-in-seats-only view of your company.

View: Headcounts will adjust your Org Chart to a Kanban-like board, showing your Proposed, In Approval, and Approved/Pending Changes headcount. Headcount in this view is labeled with its color-coded division/department, and each card can be clicked to open a drawer to learn more about the role.

View: Job Function will remove personally identifiable information from each employee card so that only title, start date, division/department, and number of direct and indirect reports remain. This view becomes especially powerful when combined with the Visualize and Highlight features, as it enables you to perform unbiased analyses on your organization.
​

The "Visualize" feature allows you to group your organization by different features, such as department, employee type, and headcount status.

Visualize: Org hierarchy is the default structure of your Org Chart, showing your company leader (or whomever sits at the top of the hierarchical structure) and each of their direct reports. If you manipulate the org structure using the other visualization options, Visualize: Org hierarchy should be used to reset the structure to the default.

Visualize: Department will organize your company into columns representing each department. This view will contain both current employees and pending/approved headcount. Each department can be seen by scrolling to the right on the screen.

Visualize: Division is similar to Visualize: Department, except there will be fewer columns as Divisions contain multiple departments. The different departments within the divisions will be distinct from one another via color coding.

Visualize: Employee Type groups your company's employees by their employment type (full time, part time, contractor, intern, etc.) As with the other visualizations, departments are distinguishable by color.

Visualize: Initiative groups your employees and headcount by the initiatives that they have been assigned to, if any, in TeamOhana. Anyone not assigned to an initiative will be grouped into a column titled "Unassigned." For help creating and updating your initiatives, feel free to reach out to your TeamOhana CSM.

Visualize: Team groups your employees and headcount by the teams that they have been assigned to, if any, in TeamOhana. Anyone not assigned to an team will be grouped into a column titled "Unassigned." For help creating and updating your teams, feel free to reach out to your TeamOhana CSM.

Visualize: Headcount Status works in the same way as the "View: Headcounts" feature and will adjust your Org Chart to a Kanban-esque board, showing your Proposed, In Approval, and Approved/Pending Changes headcount. Headcount in this view is labeled with its color-coded division/department.

The Highlight feature will maintain the structure of the Org Chart but will emphasize the attribute you've selected for each employee / headcount. Certain attributes (employee type, job level, ..... will be reflected on people manager cards so you're able to quickly glean the makeup of their teams.

Highlight: None is the default view; no attributes are highlighted

Highlight: Compensation will highlight each employee and headcount's compensation (with currency) with a blue pill in the top right corner of their card in the Org Chart

Highlight: Employee type will emphasize the employee's employment type (eg full time, part time, contractor) with an orange pill in the top right corner of their card. People managers will also show their teams' employment types in a horizontal line on the bottom of their card. When you hover over the line you'll be able to see what percentage of their teams are each employment type.
​

Highlight: Equity will highlight each employee and headcount's equity shares with a blue pill in the top right corner of their card in the Org Chart

Highlight: Headcount type will highlight whether the employee was a net new hire or a backfill. People managers will also show their teams' headcount types in a horizontal line on the bottom of their card. When you hover over the line you'll be able to see what percentage of their teams are each headcount type.

Highlight: Initiative will highlight which initiative the employee/headcount has been assigned to in TeamOhana, if any. People managers will also show their teams' initiatives in a horizontal line on the bottom of their card. When you hover over the line you'll be able to see what percentage of their teams are assigned to each initiative. For help creating and updating your initiatives, feel free to reach out to your TeamOhana CSM.

Highlight: Job level will show the employee/headcount's job level in the top right corner of their card on the org chart. People managers will also show their teams' job levels in a horizontal line on the bottom of their card. When you hover over the line you'll be able to see what percentage of their teams are each job level.
​

Highlight: Location will highlight the employee/headcount's location in the top right corner of their card on the Org Chart.

Highlight: Remote will show whether the employee/headcount is a remote or on-site employee. People managers will also show their teams' remote/on-site status in a horizontal line on the bottom of their card. When you hover over the line you'll be able to see what percentage of their teams are remote and what percentage are on-site.

Highlight: Team will highlight which team the employee/headcount has been assigned to in TeamOhana, if any. People managers will also show their direct reports' teams in a horizontal line on the bottom of their card. When you hover over the line you'll be able to see what percentage of their direct reports are assigned to each team. For help creating and updating your teams, feel free to reach out to your TeamOhana CSM.

Filtering by headcount status drops the unselected headcount types from the Org Chart so that only the current employees and the selected headcount type remain.

Proposed: highlights in the Org Chart the requests that have been submitted but not yet approved by anyone in the approval chain.

In approval: highlights in the Org Chart the requests that have been submitted and are in the process of moving up the approval chain. They have been approved by at least one approver.

Approved - Pending changes: highlights in the Org Chart the requests that have been approved but have had updates made to them that require another round of approval (eg compensation or location has changed)

Approved - Not started: highlights in the Org Chart the approved headcount that the recruiting team has not yet begun working on.

Approved - Hiring in progress: highlights in the Org Chart the approved headcount that the recruiting team has started working on, but has not yet sent out an offer for.

Approved - Offer sent: highlights in the Org Chart the approved headcount that the recruiting team has an offer out on.

Approved - Hired: highlights in the Org Chart the approved headcount that has recently been filled (offer sent and signed) but the new hire has not yet started at the company.

Finally, the Org Chart also gives you the option to view terminated employees and to view employees without a reporting manager.

View terminated employees

When "view terminated employees" is selected, you'll be able to see where in the organization those employees sat before their terminations. Clicking their employee cards in the Org Chart opens the drawer on the right side of the page where you can view all of their previous employment information.

View employees without a reporting manager

When "view employees without a reporting manager" is selected, a column on the right side of the screen will appear with a list of the employees/headcount missing their reporting manager. Each card will contain all of the other relevant information about the person (name, title, division/department, etc). If the person missing their reporting manager is a current employee, their reporting manager will need to be added via the HRIS. If it's a headcount, you can click the card, then click "Edit" to add the reporting manager.