Group employees in a chart

Grouping employees by a selected attribute can make large teams easier to understand without changing anyone's manager or the underlying reporting hierarchy.

Create a grouping

1. Enter Edit Mode.
2. Open the chart box menu for the person you want to use as the starting point for the grouping.
3. Select Group By.
4. Select the data column you want to group direct reports by. You can add multiple levels of grouping if needed.
5. Enter a label for anyone who does not have a value for the selected grouping attribute.
6. Select Save. Virtual grouping chart boxes are created automatically, and direct reports are assigned to them.

Remove a grouping

1. Enter Edit Mode.
2. Open the chart box menu for the person used as the starting point for the grouping.
3. Select Group By.
4. Select Remove Grouping. The virtual grouping chart boxes are removed, and the direct reports are reassigned.