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Introduction to the Team Chart
Team Charts (formerly Org Charts) come in many shapes and sizes and according to Wikipedia, they date back to as early as 1854!
The same Wikipedia article defines a team chart as:
A diagram that shows the structure of an organization and the relationships and relative ranks of its parts and roles.
There are many different types of team charts, each with their own design and names. That's why we've designed the team chart feature in MetaPulse to be fully customizable and allow for all types of team charts.
Terminology
Here's several key terms that will help you create and maintain your team chart:
Team (formerly Org Area)
We use the term "Team" to represent a division, department, section, etc.
Child
A child in the Team Chart is a type of area that will be nested inside another area. It's used to create hierarchy. For example, a child could be a department inside a division, or section inside a department and so on.
Role (formerly Hat)
A role is a particular hat or occupation (Oxford Dictionary). In MetaPulse, it includes a description of what the person does—their function, purpose, and result they are meant to achieve. See Understanding Roles and Positions
Position (formerly Post)
A position is a job, paid employment. (Oxford Dictionary) In MetaPulse, it means a specific location on the team chart. See Understanding Roles and Positions.
Team Leader (formerly In Charge)
A "Team Leader" is the person in control or with overall responsibility of an area (Oxford Dictionary). This feature is used to identify managers and the organizational hierarchy.
Held from Above (HFA)
When a position on the team chart has no dedicated person assigned to it, it will automatically assign the manager of that team (division, department, section, etc). This is indicated by the term "Held from Above."
Understanding Roles and Positions
A role is a particular hat or occupation (Oxford Dictionary). In MetaPulse, it includes a description of what the person does—their function, purpose, and result they are meant to achieve.
A position is a job, paid employment. (Oxford Dictionary) In MetaPulse, it means a specific location on the team chart.
A team chart is a diagram that shows the structure of an organization and the relationships and relative ranks of its parts and roles. (Wikipedia)
Keep in mind that a Role can be used across multiple Positions. For example, a Sales Person Role might be worn by many people in your organisation, as shown below.
On the Team Chart this appears as follows:
View a Team Chart Horizontally or Vertically
Toggle Horizontally & Vertically
The Team chart will default to a vertical view so that it easily fits on your screen. You can expand each section horizontally as shown below.
Toggle the Section between horizontal or vertical
Collapse the Section
Expand Levels
Click Down Arrow to expand a specific level vertically
Click Expand All to expand all levels vertically
See also
View Position Details
Click Team Chart
Click View details on the desired position
Here you can see all the details related to the position and the member assigned to it, such as email address, away periods, graphs, who is reporting to this member, objectives, etc.
View Away Periods
Click Team Chart
The Away Period is displayed
Information
To see detailed information of a specific Team:
Click Team Chart
Click on the 3-dot menu
Click on Information
Here you can see all the details related to the Team, such as Team name, any Knowledge items linked to this team, member assigned to it, the position he/she is holding, who reports to whom and the results of this Team.
Zoom
Zoom allows you to view a Team in a fully expanded mode in a new browser tab.
NOTE: If Zoom is selected on the top-most level on the Team Chart, it will expand the whole Organization.
Click Team Chart
Click on the 3-dot menu
Click on Zoom
The Team is fully expanded
To print a Team or the whole Team Chart:
Click Team Chart
Click on the 3-dot menu on the specific Team
Click on Print
NOTE: To print the whole Team Chart, click Print All.
Select the desired settings and click Print
Check the preview and click Print
View Trends
View Trends allows you to see the graph trends of a specific Team:
Click Team Chart
Click on the 3-dot menu on the specific Team
Click on View Trends
Click on the desired graph
It will display the trend
See also
Create a Team Chart
Click Team Chart
NOTE: If this is the first time you are creating your Team Chart, one Team will already be automatically created. See above image. This is by default.
To continue adding additional divisions, departments or sections, click Settings.
Expand your Organization
Click on Team Chart
Click on Teams
Since one Team already exists, the other Teams will need to be nested under this one. See steps 14 - 23 in Create a Team Chart to create the other Teams.
Edit a Team
Click Team Chart
Click on the 3-dot menu on the specific Team
Click on Edit Team
See steps 5 - 14 in Create a Team for more info on each setting
Manage Children
Manage Children allows you to:
Sort Teams
Click Team Chart
Click on the 3-dot menu on the specific Team
Click on Manage Children
You can change the order of the Teams by dragging them up or down into the desired position. The change will automatically take place.
NOTE: The same steps will work on any other Teams, regardless if they are nested or not.
Create a Team
Click Team Chart
Click on the 3-dot menu on the specific Team
Click on Manage Children
Click on New Child
Enter a Name for the Team
Enter the Results that this Team is going to achieve. See also TIPS & TRICKS: Results on Team Chart Not Showing.
Fill in additional information, if needed. To format the text, see TIPS & TRICKS: Markdown.
You can assign a specific Knowledge item for this Team. In this example, you can assign all Knowledge items related to Sales / Marketing to this Team and these items will be automatically assigned to all members belonging to this Team.
Team Chart - If the current Team Chart is selected, the Team will remain in that Team Chart.
NOTE: If you have more than one Team Chart and select another Team Chart, this Team will be moved to the other Team Chart.
Parent Team - Choosing a parent will nest this Team within another, choosing None will create a new top level Team.
The Draft Team feature allows you to create a team in draft mode. This means that the Team will be invisible until it's published. This is useful if you need to create a Team ahead of time and publish it when needed.
Appear elevated on Team Chart will elevate this Team, making it senior or more important than other Teams.
You can choose a Custom Color for the Team
Click Create
NOTE: The same steps will work on any other Teams, regardless if they are nested or not.
Create a New Team Alias
Team Alias is used when a company has branch offices in different locations. Even though these branch offices are part of the main Team Chart, they can be "duplicated" and made to appear on the branch office Team Chart for convenience. They are not a copy of the Team but a link to it.
Click Team Chart
Click on the 3-dot menu on the specific Team
Click on Manage Children
Click on New Alias
Select the Source Team Chart
Choose the desired Source Team you would like to create an Alias for.
You can create a Name for the Alias. Leaving it blank will inherit the name from the Source Team.
Select the destination Team Chart
Select the Parent Team of the destination Team Chart. Select None if it doesn't need to be nested under any Team.
This is the primary alias - This adds a link from the Source Team to the Alias when viewing the Source Team.
Include children from source team - This will include anything inside the Source Team, e.g. other departments, members, positions and roles.
The Draft Team feature allows you to create a team in draft mode. This means that the Team will be invisible until it's published. This is useful if you need to create a Team ahead of time and publish it when needed.
Click Create
The Source Team will have an arrow symbol, designating it has an Alias. When clicked, it will take you to the Alias.
The Alias also has an arrow which will take you back to the source Team when clicked
Archive a Team
Click Team Chart
Click on the 3-dot menu on the specific Team
Click on Edit Team
Click Archive. Click OK. The Team will be removed from the Team Chart.
NOTE: If the Archive button is missing, it means that there are other Teams or Team Aliases under this Team that need to be archived or deleted first.
Manage Positions
Manage Positions allows you to:
Edit Position
Click Team Chart
Click View details on the desired position
Click Edit Position
Follow the steps in Create a New Position for more info on each setting
How to Assign a Graph to a Position Instead of a Member
If you don't want a graph assigned to a Member, you will need to remove the Responsible Member from the graph.
The benefit of having graphs assigned to a position is that when a member changes a position, all graphs related to this position will remain on that position and will be taken over by the next person who will be assigned to this position, whereas if the graphs were assigned to a Responsible Member, the Responsible Member would need to be removed from each graph and then assigned to another member.
Click Team Chart
Click View details on the desired position
Click Edit Position
Scroll all the way down and expand the Assigned Graphs section. Click Graphs for Position and select the Graph you want to assign to this position.
You can also assign Graph Groups for Position
Click Update
Sort Positions
Click Team Chart
Click on the 3-dot menu on the specific Team
Click on Manage Positions
You can change the order of the Positions by dragging them up or down into the desired position. The change will automatically take place.
Create a New Position
Click Team Chart
Click on the 3-dot menu on the specific Team
Click on Manage Positions
Click on New Position
The settings for the new position will open
Choose an existing Role or create New Role. See also Understanding the difference between Roles and Positions.
You can collapse the Role settings
Enter Role Name if it's a new role
Role Display Name is optional - If left blank, it will use the Role Name.
Purpose - purpose of the position, e.g. Increase Organization Income.
Function - main functions of the position, e.g. Follow up leads, provide correct product or service.
Results - The results produced or expected of the position. e.g. a Sales person's results could be "Closed deals."
You can select a specific Knowledge item that represents the Role. This will be visible on the Team Chart when you view the details of the position.
Toggle Team Leader / Not a Team Leader
Toggle Assistant / Not an Assistant
Assign the desired Graph Permissions
Add Attachments to the role (such as a checklist)
Assign a Member to the Position (this person must have an MetaPulse login) or leave as Held From Above (HFA)
If it's a Temporary assignment, you can mark it as such. This can be used for temporary staff or permanent staff who also perform a secondary position that will some day be reassigned to a full time employee.
You can collapse the Member settings
Update the Name and Number settings as required
Update the Location settings as required
Upload Avatar. NOTE: Adding an Avatar on this step is the same as adding it from the Company Profile settings. You can also add an Avatar in the Personal Profile Settings, however the Avatar in Company Profile takes priority and this is the one that will get displayed on the Team Chart. If there is no Avatar added in the Company Profile settings, then the Team Chart will use the Avatar from the Personal Profile settings. See also TIPS & TRICKS - Ideal Avatar Dimensions.
Update Employee Settings as required. For more info on the Status option, see Organization Settings - Member Status Options
Adjust the Notifications as required. You can also customize individual notifications. They are set as "Default" and any change to any of them will take priority over the main notification setting.
These Custom Attributes lets you add additional info for the member. For more info, see Example - Create a Custom Attribute for a Member.
The "Restrict user to Organization" option restricts a member to a specific organization. It removes the ability for the member to create their own account using the same email.
Also, if you are using a Single Sign-On (SSO) to log into MetaPulse, you can enable it on the member. For more info on setting up SSO, see Set up Single Sign-On.
Position Name - defaults to role name but can be changed.
Team - location of the position on the Team chart.
The Draft feature allows you to create a position in draft mode. This means that the position will be invisible until it's published. This is useful if you need to create a position ahead of time and publish it when needed.
These Custom Attributes lets you add additional info for the position. For more info, see Example - Create a Custom Attribute for a Position.
Use member's or custom location - These options relate to the location of the individual and will be displayed under the Position Details on the Team chart. This is useful information for large businesses who have employees spread through a multi-level building or for those with remote employees who work from different locations.
Graphs assigned to the member - Will display graphs assigned to user.
Graphs for Position - Add more graphs specific to the position.
Add Graph Groups for Position - Used for easily finding and viewing a collection of graphs.
Click Create
Create a New Position Alias
Some Team chart designs require the same position to be duplicated in different parts of the organization, often to show hierarchy.
Creating a duplicate position to solve this problem can generate confusion when assigning graphs and objectives and is not really a true reflection of the actual organizational structure.
To solve this problem we have created the "Position Alias" feature. It's the same position displayed in another location.
Here's how you create a Position Alias:
Click Team Chart
Click on the 3-dot menu on the destination Team
Click on Manage Positions
Click on New Alias
Select the Source Team Chart. This is if you have more than one Team Chart.
Select the Source Team. This is the Team where the actual position resides.
Select the Source Position. This is the actual position for which you will be creating an alias.
The Draft feature allows you to create a position alias in draft mode. This means that the position alias will be invisible until it's published. This is useful if you need to create a position alias ahead of time and publish it when needed.
Position Name defaults to role name but can be changed.
Team - location of the position on the Team chart.
Click Create
The new Position Alias will appear. To see which one of the two is a Position Alias, click View details.
The Position Alias will have an Edit Alias button
Archive a Position
Click Team Chart
Click View details on the desired position
Scroll down and click Edit Position
Scroll down and click Archive
It will list every Graph, Alert, Objective and Position Alias associated with the Position. Click Archive. The Position will be removed from the Team Chart.
NOTE: The graphs and position aliases assigned to the position will be archived as well.