Point in Time

Audience: Administrators and read/write users Edition: Plus, Pro, and Enterprise

 

Overview

Point-in-Time allows Administrators and end users with the the proper access to load manually and automatically archived charts, which display the structure of your organization on a specific date. Point-in-Time charts are useful for regulatory, legal, and workforce analytics requirements. For example, a SOX compliance auditor has the legal right to request an organizational chart from a specific date.

The following article provides information on:

• Accessing archived charts
• Configuring archive settings
• Loading archived charts

Accessing archived charts

1. Click on the Point in Time button on the side left bar of the screen.

2. The chart explorer is opened to the Point in Time tab.

Note

End-users must be assigned an Access group which allows access to the Point in Time module in order to load archived charts.

Configuring archive settings

Administrators can configure archive settings for base charts in the Chart settings: Point in Time menu, or within the Point in Time tab in the Chart explorer.

To configure archive settings within the Point in Time tab in the Chart explorer, click on the gear icon to the right of a base chart.

The following options are available:

Option	Description
Automatic archive	Toggle ON to automatically archive the selected base chart at the chosen frequency.
Frequency	Select the frequency at which the base chart is archived (daily, weekly, bi-weekly, monthly quarterly, annually).
Delta report configuration	Select the fields that should be included in an automated delta report, which will display the changes that happened in the selected base chart between the archive dates.
Automatic delta report notifications	Enter email address(es) that will receive the automated delta report.
Enable automatic data clean-up	Toggle ON to automatically purge archives older than x amount of days, months, or years.

Loading archived charts

Once the Point in Time archive is displayed, follow these steps to load a snapshot of your organization on the specified date:

1. Click to highlight an archive entry, and then click on the Build button.
 

2. Enter the name of the employee that would be at the top of the chart. If you are building an archive for a position-driven chart, enter the name of the employee or position that you would like to be at the top of the chart.

3. Select the levels to be displayed and add any filters if applicable.

4. Click on Create.

Point in Time snapshot

Below is a chart document (or snapshot) generated from archived chart data. By default, the chart document is named after the date that the data reflects.