Duplicates

Your organizational charts may contain people who report to more than one manager. People who report to more than one manager typically have a dotted line reporting relationship to their secondary managers. Boxes that contain an employee who appears more than once in an organizational chart are displayed as follows:

Note: Any person that appears more than once in your organizational chart has a  icon in lower right corner of their box. Click this icon to navigate to the next occurrence of that person.

To identify duplicate reports in your chart

1        Click the Duplicates button in the Import Wizard - Data Settings dialog box to display the Identify Duplicates dialog box.

2        Click the Identify duplicate records checkbox.

3        Select a field to be used as a Key for identifying duplicate records.

4        Specify whether you want to automatically update your duplicate records when refreshing data. Automatically Update will automatically update the  icon in chart boxes when manual edits are made to a chart. We recommend that you do not select this option.

5        Specify whether you want to show alternate managers for your duplicate records. Selecting the Show alternate managers checkbox displays alternate manager for each duplicate employee record:

·         As callout displays a callout containing the alternate managers.

·         As part of box displays the alternate managers within each box.

6        If you select the Show alternate managers option, you can specify one or two fields of to be shown for each alternate manager:

·         Show Field 1: Use this drop-down list to select the first field to display for each alternate manager.

·         Show Field 2: Use this drop-down list to select the second field to display for each alternate manager.

7        Click OK.

In the following example, Martin Smith acts both as the VP of Finance and as the Acting VP of Marketing. Selecting ID as the Key field allows OrgPlus to identify that Martin Smith is the same person.

Note: Conditional formatting can be used to format boxes for any secondary reporting relationships. In the above example, creating a conditional format using the Primary field allows you to conditionally format the second occurrence of Martin Smith.