Sapling's Org Chart is designed to give your new hires and broader team a unique understanding into their team relationships.

How to access the Org Chart

To view the Org Chart, navigate from Home > People > Org Chart. Drag the screen with your mouse to explore the chart.

Use the menu on the upper righthand side to search, zoom and filter your organization. Click the down arrows on a profile to see the people that report to each person. You can also navigate directly to a team member's profile by selecting on their name.

To get a visual understanding of different teams or groups, use the "Color Code" filter option. You can Color Code you Org by Location, Department, or custom Group Types.

With the Sapling Org chart you have the ability to :

  1. Share a link directly to the org chart without sharing any other data (Org Chart > Share > and copy the URL)
  2. Color code the Org Chart by Group Types (for ex: Department, Location, etc). To filter by Group Types, click the color icon next to the “Share” button
  3. "Expand All /Collapse All" the Org Chart with a single click.

What team members are featured in the org chart?

Team members with the following Sapling statuses will appear on the Org Chart:

  • first_week
  • first_month
  • ramping_up
  • offboarding
  • registered
  • last_month
  • last_week

Team members with the following status will not appear on the Org Chart:

  • invited
  • preboarding
  • pre_start
  • departed
  • incomplete
  • no_activity

Pro tips💡

  • The "Manager Relationship" is used to configure your Org Chart, so be sure to keep your Job Details tab up to date.
  • New hires will appear on the Org Chart only once their start date has passed.
  • Updates to the Org Chart occur when there are changes in names, managers or job titles in the platform. This typically occurs in a few seconds, however for busy periods with lots of changes, this may take up to one hour.
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