Append Tables

Audience: Administrators

 

Overview

OrgChart allows Administrator users to override and/or supplement the data flowing in from their HR system using the Append Table feature. Changes made in an Append Table are NOT pushed back to your HR system.

The following article provides information on:

• Setting up an Append Table
  • Changing, moving, and deleting records
  • Additional reports
  • Adding new records
  • Adding new fields
• Applying and Updating an Append Table

Setting Up an append table

The append table is available in the Append data sources section of the Chart Settings: Data sources panel.  The following section provides step-by-step instructions for setting up an append table.

1. Click on the Settings button in the bottom right corner, and then select the Chart Settings option from the list.

2. Under the Append data sources heading, click on the Add data source button.

3. From the Append data sources panel, click on the Append Table icon.

4. Click on Create table button in the Configure Append Table modal.

5. Enter the name of the new append table in the text box, and then click on Next. A new, untitled append table is created.

Changing, moving, and deleting records

1. To start modifying your data in the append table, use the search option to search for an existing record by name or title.

2. Once you select the target record, select the action that you'd like to take (i.e., change, move or delete).

3. The change, move, or delete record modal spawns depending on the choice made above. The screenshot below shows the Change record modal:

4.Click between the Basic info, Additional reports, Additional info, and Comments tab to access the fields that you wish to update.

Note

Some fields will not be editable for certain actions. For example, you cannot edit field values when deleting a record, though you can leave a comment. Additionally, you cannot change who a record reports to when doing a Change action, though you can if you choose the Move action.

5. Click on Save.

6. The change entry is saved to the append table's modification tab and appears in the list of changes for that append table. Optionally, hover over the change type chip in each row to see additional information about it.

7. Follow the steps in the Applying and updating an append table section to apply the changes to your base chart.

Additional reports

Employees may report to more than one supervisor. The append table allows you to create additional reporting relationships for a record, even if this reporting relationship does not exist in your core HR system.

To create an additional reporting relationship for a record when one does not exist in your core HR system, do the following:

1. Open an append table, or create a new one.

2. Search for an existing record, and then click on the Change or Move action.

3. Navigate to the Additional reports tab and then click on the + Add assignment button. The additional reports to 1 option appears. This option will now exist for any record updated using this append table.

4. Search for and select the additional supervisor by using the Additional reports to search bar.

5. Optionally, add up to 4 additional supervisors.

Note

When adding additional supervisors, the additional supervisor field is added to the Manage fields tab in the append table. You can remove the additional supervisor fields in the Manage fields tab, however, this will remove additional supervisors for all records in the append table.

6. Click on Save.

7. The change entry is saved to the append table's modification tab and appears in the list of changes for that append table. Follow the steps in the Applying and updating an append table section to apply the changes to your base chart.

Adding new records

You may want to add records to your OrgChart that do not exist in your HR system. The following section provides information on adding new records with an append table.

1. Click on the Add record button.

2. Click on the Reports to search bar, and then search for a supervisor for the newly added record.

3. Enter at least a name, title, and PersonID for the added record. Then, click on Save.

4. The newly added record is added to the list of changes.

5. Follow the steps in the Applying and updating an append table section to apply the changes to your base chart.

Adding new fields

You may want to add fields to your OrgChart that do not exist in your HR system. The following section provides information on adding new fields with an append table.

1. Click on the Manage fields tab at the top of the append table.

2. Click on the Add field button.

3. Enter the name of the field in the field text box, and then click on Save.

Note

Once fields are added to the append table, you cannot rename them.

4. The added fields are accessible immediately. Click on the Modifications tab, and then open existing entries or search for new records to modify newly added fields.

5. After you have finished making changes, click on Save. Apply the append table to your base chart, and then refresh.

Applying and updating an append table

An append table must be applied to a base chart, in order to see the data overrides take effect. To apply an append table to a base chart.

1. Add the append table data source, as shown in steps 1-4 in the Setting up an append table section above.
2. In the Configure Append Table modal, select the name of the append table that you would like to apply to the base chart using the Active append table dropdown menu.
   

   

3. Click on Save.
4. Save and refresh the base chart.