- To view an organization (org) chart in Workday, search for Org Chart in the search bar and select.
2. Next to Organization, type in the name of the supervisor in the search bar for the org chart that needs to be pulled. Click Ok. Note, only designated supervisors in Workday will populate in the search. Individual contributors or employees without direct reports will not appear as a supervisory org, but will populate underneath their sup org.
3. After clicking OK on the previous screen, the first level org chart will appear.
4. The view of the org chart can be customized to include or not include contingent worker seats and/or open positions. Click the drop down arrow next to Customize Chart View and check or uncheck the boxes next to the seats that you want displayed. Click Apply for changes to be made.
5. To view the next level of the org chart, click either the supervisor org names on the right-hand side or the arrow above the current supervisory org name.
6. To Save an org chart, click the printer icon the right-hand side of the screen
7. Enter the below details to save the document.
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- File Name: Name the document to be saved under
- File Format: The org chart can be saved as an Excel, PDF, or PowerPoint file. This can be changed by selecting the drop-down arrow.
- Levels: The default level is 1. This will save the initial level of the supervisory org. If additional views are requested, select the drop down arrow to update. (I.e. to save the manager and manager’s manager org view, Level 2 would be selected).
- Include Pictures: Check the box if you would like to include profile photos employees have uploaded to their position.
- Text Size: This option will appear if PDF file type is selected. Select the drop down arrow to change the size of the text.
- Shrink to Fit: Check this box if you want the org chart to save on one page.
- Click Print to save.
8. After clicking Print, Export Document will automatically populate. Click Download to view/save the org chart.