How to use Bookmarks

Improve the speed at which you can navigate large and complex organization charts by adding bookmarks; providing quick access to the employees or teams you need frequently.

Creating a bookmark

Via the Manage Bookmark menu

1. Navigate to the Manage Bookmarks page via the menu.

2. Click Create a New Bookmark.

3. Enter your chosen bookmark name.

4. Search for and select the employee to attach the bookmark to.

5. Select Show in Navigation to add a bookmark navigation tab.

6. Click Save Bookmark.

Tip

Use the Display Depth option to view only the required employees.

This number sets how many levels to display under the selected bookmark employee.

Whilst in Edit Mode

1. Open the Employee Drop Down Menu for the employee you wish to attach the bookmark to.

2. Click Bookmark Here.

Note

A bookmark created using this method will be named DisplayName - Job Title and added to the bookmark navigation tab. This can be edited at a later date.

Editing a bookmark

1. Navigate to Manage Bookmarks.

2. Select the bookmark you wish to edit.

3. Make changes.

4. Click Save Bookmark.

Deleting a bookmark

1. Navigate to Manage Bookmarks.

2. Click the X next to the bookmark you wish to remove.

Tip

View a bookmark on launch by clicking the star symbol on a bookmark’s navigational tab.