View the Company Directory and Org Chart

Where can I find the Company Directory and Org Chart?

Purpose: To help you learn how to access the Company Directory and Org Chart in BambooHR.

Do you prefer hands-on learning? Our interactive guides will guide you through different aspects of your BambooHR experience. We have an interactive guide specifically designed to show you how to view the Company Directory. You can use the link below to access this guide. All you need to do is modify the "REPLACEME" with your BambooHR subdomain, and you can get started!  

https://REPLACEME.bamboohr.com/home?pendo=1uC8KL3l57NaaZPnkRghlUaG7Ls

Note that the Company Directory and Org Chart will only be accessible if the features are enabled.

People

You can find the Company Directory and Org Chart on the People tab.

Company Directory

If you have access to view the Company Directory, you can access it by going to the People tab and clicking Directory in the top right corner.

The Company Directory list is in alphabetical order based on the last name of employees. You can find employees by using the search bar in the top left corner. The search bar will allow you to search by name, department, division, location, or job title.

You can group the directory by name, department, division, or location. There are also quick filters to narrow down the directory to the right group of people, which includes:

  • My Circle (Your peers, manager, and direct reports)
  • Department
  • Division
  • Location
  • Custom Filter (Combination of multiple filters at one time)

Hovering over an employee's direct reports will show you a listing of employees who report to them.

Clicking Quick access to the directory will take you to a new tab with your company directory in it. You can bookmark this page to make it accessible to you without logging in to BambooHR. The directory bookmark page will require you to log in every 30 days.

You can easily see if an employee is out of the office because their information will show grayed out in the directory. The exact dates during which the employee will be out will appear on their profile picture. (See Ashley Adams above.)

Org Chart

If you have access to view the Org Chart, you can access it by going to the People tab and clicking Org Chart in the top right corner. The Org Chart will default to the top-level company official(s) and their direct reports.

  1. Use the search bar to search for an employee. Keep in mind that only users who have a listed hire date or employment status date are searchable in the Org Chart.
  2. The +Add Employee button will allow admin users to quickly and easily add a new employee.
  3. Determine how many levels you would like to show in the chart.
  4. Refresh the chart to go back to starting with the CEO and their direct reports.
  5. Click on the arrow to pull down the employees who report to a specific person. The number denotes how many direct reports the manager has. Their direct reports will show in alphabetical order. 
  6. Determine the details that you want to show on the Org Chart. Only admin users can see the option to view an employee's hire date. What each employee can select to view is determined by what is enabled to display in Settings.
  7. Download or export the Org Chart. Any users with access to the Org Chart can download or export it. 
  8. Zoom in or out to get the best view of the Org Chart.
  9. Click More on an employee's tile to see the additional details selected from the gears icon.

Here are a few tips to remember when an employee is not showing correctly in the Org Chart:

  • If an employee DOES NOT have a hire date or an employment status date listed, they WILL NOT be searchable or show up in the Org Chart even if they have a manager listed under the Reports to field in the Job Information table.
  • If an employee HAS a listed hire date or an employment status date AND direct reports, the employee WILL be searchable and show up in the Org Chart. The employee is not connected to the main Org Chart if they do not have a manager listed under the "Reports to" field in the Job Information table. It is by design for the top-level CEO or President of the company to be at the top of the Org Chart. If you have multiple employees showing at the top of the chart, view the example below.
  • If an employee HAS a listed hire date or an employment status date but DOES NOT have direct reports, the employee WILL NOT show up in the Org Chart. Instead, the employee is in the action menu under "Employees without a manager." This option is only viewable to the Full Admin user(s).
What happens if my organization has multiple heads? (i.e., Co-Founder)

An employee will automatically appear at the top of the Org Chart if they do not have "Reports to" listed on the Job Information table and they have direct reports. This situation allows for multiple heads to appear at the top of the Org Chart. 

If an employee was unintentionally showed at the top of the Org Chart, a higher-level user needs to edit their Job Information table on the Job Tab. They can correct by adding or editing their "Reports to" field. Showing in the screenshot above, Adam should report to Jenn Caldwell and not appear as a top-listed company official.

What are the options when exporting the Org Chart?

Export as a PDF or PNG

When you choose to export a PDF or PNG, the export will default to show the current employees on screen. However, you can choose to customize the export to select a new set of employees. If you choose to customize the export, the following options will be available:

  1. Start with: Select which employee do you want to be at the top of the Org Chart. Only users with direct reports are available in this list.
  2. Levels to export: Select how many levels you want to show under the starting employee.
  3. Include: Check the box next to each of the items you would like to have in the export file.
  4. Download PDF or Download PNG: Select which option you would like to download.*

Once you click the download option, the Org Chart will output into an image in the dimensions that will accommodate the number of levels and employees. It means it will not be in an 8.5 x 11 size. You will need to resize the image to meet your needs.

*If you are exporting a small Org Chart, a PDF or PNG file is a great option. If you export a large Org Chart, we recommend you download it as a PNG file because the PDF file is constrained on page size and can get unwieldy for large Org Charts. A PNG file is best for large Org Charts because it will scale to the necessary dimensions without creating a lot of extra white space. If you are putting an Org Chart in a slide deck presentation, a PNG file will be a seamless integration because you can scale the file to the size that works best for your presentation. 

There is no option to paginate when downloading the Org Chart. We looked at various ways to make the output work in regular paper sizes. However, we felt that the best way to give you the flexibility to arrange and size it in the way you need was to provide an image that you can resize (PNG) to any page, slide, or canvas size. Also, you can choose which employee to start with, determine how many levels, and create sub-charts for teams or departments.

Export as a CSV

When you choose to export a CSV file, you will receive all employees' data instead of only the employees you currently see on the page. An export includes information that varies by type of CSV files exported. Export is available in the following formats:

VISIO 

  • EmployeeID: The unique identifier for the employee.
  • Full Name: The first and last name of the employee.
  • Reports To: The unique identifier of the person to whom the employee reports.

[Click here for instructions on importing to Microsoft Visio]

LucidChart

  • EmployeeID: The unique identifier for the employee.
  • Name: The first and last name of the employee.
  • SupervisorID: The unique identifier of the person to whom the employee reports.
  • Department: The employee's department.
  • Role: The job title of the employee.
  • Phone: The phone number of the employee.
  • Email: The email address of the employee.
  • Image URL: A link to the employee's photo.
  • Location: The employee's location.

[Click here for instructions on importing to LucidChart]

Unformatted

  • PersonID: The unique identifier for the employee.
  • Name: The first and last name of the employee.
  • SupervisorID: The unique identifier of the person to whom the employee reports.
  • Department: The employee's department.
  • Job Title: The role of the employee.
  • Phone: The phone number of the employee.
  • Email: The email address of the employee.
  • Photo: A link to the employee's photo.
  • Location: The employee's location.

 


What's next?

Have you enabled the Company Directory and Org Chart?

Do you want to learn more about the My Info tab?

Did you know you can create an iCal feed to show BambooHR's calendar in an outside calendaring program?