This article will show you how you can set up an employee organisation widget.
This widget can be useful, for example, to show a managers direct reports, or group employees by team members, department or other master data.
Employee organisation widget
1. Go to "Settings" in the main menu
1.1. Go to "Account", and click on the "Roles" tab:
1.2. Click on the relevant role
2. Click on the "Views" tab and expand the "Full employee profile" option
2.1. Click on "Manage widgets"
2.2. Click on the "+" symbol
3. Select "Organization"
3.1. Once the widget is created, you can edit it by clicking on the pencil icon, as shown below:
4. Edit the widget
Headline: Title for the widget shown on the profile
Displayed information: Small amount of information below profile name (first name and last name are always included).
Choose between department and organisation:
- Department: Employees from the profile department.
- Organisation: All employees in your company (default option).
Sort by: The order in which you want to sort the list of people - "Hierarchy" should be standard, which shows the person ranking highest in the organisation tree
Setup criteria: Same criteria as when you select "Employees widget" on the dashboard. The same goes for information in "Displayed information" and "Sort by"
4.1. Click "Save" when you are done
5. Setup Criteria
It is also possible to show employees based on a custom relation form. This could for example be a display of the people you are Environmental Manager for and your own Environmental Managers. This is also the examples we will use.
5.1. Add organization widget
Go to Settings > Accounts > Roles > select the role you want to edit > expand “Full employee profile” and click on “Manage widgets”:
Add a new widget and select “Organization”. Enter a title and click on “Setup criteria”:
With the dropdown scroll to “Custom relation elements”, and select the desired element:
Next you select the element’s relation. You have the following two options:
- Element data relation to other profiles - in this example, this will show who your Environmental Manager is
- Profile relation to element data - in this example, this will show who you are Environmental Manager for
Click Save when you are done.
5.3. Fill out form on employees
Select an employee, click on the forms icon and select “Relation form”:
Fill out the form. In this example we only select those we are Environmental Manager for.
Click Save when you are done.
Then the relationships will be evident in the organization widget you've created:
In this example, the employee in question (Karen Andrews) has selected Anabia Hamer as an employee they are Environmental Manager for. And Sylviar Welches has selected Karen Andrews as an employee they are Environmental Manager for - therefore Sylviar Welches appears under "My Environmental Manager".
If you want to learn about setting up a form, and the use of relations, read more in Standard setup of a form.