An employee must have a hire date, an active employment status date, and either a manager who is active in the 'Reports to' field or direct reports (such as a CEO) to show up in the org chart.

If a manager is terminated but still has employees reporting to them, the manager will no longer appear on the org chart. Their reports will appear on the org chart, but under the "List Employees Without a Manager" section.

They are both based on the hire date and the employment status date, in addition to whether the person reports to someone and/or has people reporting to them.

The directory has been designed to display names as 'Preferred Name Last Name', even if another option has been selected in the General Settings.

There is not. After you export the chart, you can switch that formatting if needed. Click here for more information on exporting the org chart.

There are a few reasons why this error may come up. The most common is that whoever is at the top of your org chart is set to report to themselves. Go to that employee's profile and edit their Job Information table on the Job tab so the "Reports To" field is blank. If it is set to themselves or another user, it causes the system to go in a circle as it isn't sure who should be listed at the top.

If that is not the issue, it could be because there is something else amiss with the top level user's profile. Please make sure that they are active, have a Hire Date, and that their Employment Status table is filled in.

The order of the org chart is determined by two things:

1. The "Reports To" field in the Job Information table, which determines the vertical structure.
2. The alphabetical order of employees' last names, which determines the horizontal structure. Besides changing who an employee reports to, there is no way to change where they appear on the org chart.

In the company directory settings, set the org chart to "Off" and save. Then set the org chart to "On," and save. Sometimes that enabling does not save as expected, so disabling and then re-enabling should resolve the issue.

If an employee's time zone does not show in the directory or their employee profile, it is because they have a remote location (so their work location has no time zone) and they have not selected a time zone for themselves under their Account Settings.

If they need to set one, they can select their profile icon > Account Settings > [Select their timezone] > Save.

Once they select a time zone for themselves under their account settings, it will become visible in their profile and the company directory. Keep in mind that if the person viewing the profile is in the same time zone, the local time will not display. If the person viewing the profile is in a different time zone, then the local time will show.

Check the custom access levels "See About Themselves" Tab. Likely, they gave that level employee access. Since that level's users are also in the employee level, they would be granted access to the directory and org chart.

The best way to resolve this is to duplicate the employee access level and exclude the duplicate level and the custom level from the org chart and directory.

Since the org chart is built off of the Reports To field, the org chart will display the active line of data. This means that if you update the Job Information table on March 1, 2026 and have the effective date set to April 1, 2026, the org chart will reflect the previous line of data (the active line of data) until April 1st.

If the active line of data is not showing, please verify the following:

1. The affected employee profiles have the Reports To field properly updated
2. The employee has an active employment status
3. The employee must have a hire date that is today or earlier
4. You have refreshed the org chart view