Macros "Organization Chart" (v 3.1)

Introduction

Data that is maintained in the user profiles can be used to build organizational charts.

The organization charts are always calculated on the basis of a particular reference user (This is configured by the Confluence Administrator.). That means starting from a particular user, the hierarchical relationships with superiors, colleagues and employees are visualized. 

To display organization charts, you can use one of two macros: “Organization Chart (compact)” or “Organization Chart”. The charts are displayed for a certain reference user. The reference user is defined by their username.

User information in the Organization Charts

The following information (if available or maintained) will be shown for each user who is displayed in the organization chart:

• Profile picture
• Full name (including a link to the profile)
• Labeling superior (via a yellow star on the profile picture)
  • A superior is marked with a yellow star on their profile picture. Therefore at least your personal superior has a star. If someone else of your colleagues is a superior, this person will also be marked with a star (as you can see on the screenshot). Please be aware that this star only appears within the org chart, and not on the general profile pictures.
• Position (field from the standard Confluence Profile)
• Department (field from the standard Confluence Profile)
• Highlighting the reference user (only "Organization Chart (compact)" macro)

Display Mode

SINCE VERSION 2.1

Starting with version 2.1 it is possible to choose between two different display modes. The first is named "minimal" and produces the information described above. The second is called "prioritized" and instead of only outputting the position and department, selected elements of the user profile, according to the configuration of the user profile elements (see “Visibility” in  Configuration of Elements – Add and Edit) will be displayed. Additionally the email address is always shown in this mode.

Calculation of the Organization Charts

Please note that

• The organizational charts are calculated based on the data you entered in your user profile (one field of your profile, e.g. named “superior” is defined as basis for the hierarchy. All information about superiors, colleagues and employees is automatically calculated based on that field).
• It might take up to 45 minutes until changes to the superior are reflected in the organization chart hierarchy.

Image 1: Organization Chart (compact) and Organization Chart

Macro “Organization Chart (compact)”

Displays the organization chart for a specified user. The chart is “centered” around this user. This means that all parameters are evaluated relative to this user.

This chart is displayed on a profile page of the user – if configured.

Peers of the specified user are sorted alphabetically. The user will always be displayed first among their peers.

Secondary Manager

SINCE VERSION 1.12

Two managers can be displayed for the current user.

Image 2: Organization Chart - Secondary Manager

To display name and position of the secondary manager, click on their profile image. To display the secondary manager's profile, click on their name afterwards.

Parameters

Macro “Organization Chart”

This macro also displays organization charts for a certain user, but its purpose is to map larger structures (e.g. the company or department structure).

Please note: The structure shown is based on user profiles that are displayed.

The chart starts at the reference user and will display all hierarchy levels below this user. Connections on the same level or structural levels above the reference user are not displayed.

Parameters

Image 3: Organization Chart

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