This knowledge base article will show you how to display multiple employees, including direct reports, in a vertical list.
This helps save space in the chart and condenses it when printing.
The only way to show more than one employee in a list in one box is by using
the Shared Role type.
1. Open the Org Chart in which you wish to format shared roles.
2. Click the Format Your Chart icon.
The Format Your Chart screen appears.
a. Click the Condensed Shared Roles slider to enable the feature.
b. Click the Advanced Formatting link.
The Edit Format screen appears.
a. Click the SHARED tab.
b. Put a checkmark in the Use More Compact Shared Roles checkbox.
c. Click the SAVE FORMAT button.
The system returns you to your Chart.
3. Now that you have this shared format saved, click anywhere inside a role box where you wish
to add new Shared roles.
The Edit Role screen appears.
a. From the Role Type drop-down menu, select Shared.
b. In the Search roster to attach member field, begin to type a name you wish to add to
the role. Click the suggested member name as it appears.
c. When you are done adding names, click the SAVE button.
The system returns you to your Chart. Employees you selected appear vertically in the