Point in Time

Audience: Administrators

 

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 for accessing and loading archived charts. Administrators can configure the Point in Time settings, such as archiving frequency, in the Chart Settings: Point in Time menu.

Accessing Archived Charts

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

2. The chart explorer dialog box appears, the Point in Time panel containing all of the archived charts in your account is displayed.

Note

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

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. The Snapshot Builder is displayed.

2. Enter the name of the employee that would 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 (Snapshot) generated from archived chart data.