Organization Chart Groups

EmpowerID provides the capability for you to create Dynamic Hierarchy policies that allow groups to be dynamically generated based on organizational management hierarchies. The groups generated by the Dynamic Hierarchy policy can be based either on EmpowerID Person relationships or on the ManagerPersonID value defined within a connected directory. Groups are created in a selected organizational unit for each manager and direct report accounts are added as members of those groups.

In this article, we demonstrate creating an Organization Chart Groups Dynamic Hierarchy policy based on EmpowerID Person relationship.

Create an Organization Chart Dynamic Hierarchy Policy

1. On the navbar, expand Dynamic Hierarchies and click Policies.

2. On the Dynamic Hierarchy Policy page, click the Add (+) button.

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3. In the Choose Type section of the Policy Details form that appears, select Organization Chart Groups from the Select a Policy Type drop-down.

4. In the General section of the Policy Details form, do the following:

   • Name – Enter a name for the policy

   • Description – Enter a description for the policy

   • Directory – Select the appropriate account store

5. In the Hierarchy Generation section of the Policy Details form, do the following:

   • Hierarchy Generation Enabled – Enable this option to allow EmpowerID to generate the dynamic group hierarchies.

   • Hierarchy Generation Next Run – Click the field and select the date and time for the next run of the Hierarchy Generation job.

   • Hierarchy Generation Schedule – Optionally, click the Start and End fields and select the respective start and end dates for hierarchy generation to occur.

   • Specify the occurrence interval for the hierarchy generation from the Interval pane. When doing so, you have the following options:

     • Once – Hierarchy generation occurs one time.

     • Minute Interval – Hierarchy generation occurs "X" times every "Y" minutes as specified in the Run Indefinitely, Iterations and Interval fields. So, for example, if you select an iteration of 2 and an interval of 24, hierarchy generation will occur twice. The first occurrence is at the date and time specified in the Hierarchy Generation Next Run field and the second occurrence is 24 minutes after the first run completes. However, if you select Run Indefinitely, and then select an Interval of 24, hierarchy generation will once every 24 minutes, indefinitely.

     • Hour Interval – Hierarchy generation occurs "X" times every "Y" hours as specified in the Run Indefinitely, Iterations and Interval fields. So, for example, if you select an iteration of 2 and an interval of 24, hierarchy generation will occur twice. The first occurrence is at the date and time specified in the Hierarchy Generation Next Run field and the second occurrence is 24 hours after the first run completes. However, if you select Run Indefinitely, and then select an Interval of 24, hierarchy generation will once every 24 hours, indefinitely.

     • Daily – Hierarchy generation occurs once every "X" days at a designated time as specified in the Run Indefinitely, Iterations and Times fields. So, for example, if you select an iteration of 2, hierarchy generation will occur twice. The first occurrence is at the date and time specified in the Hierarchy Generation Next Run field and the second occurrence is on the following day at the time specified in the Times field. However, if you select Run Indefinitely, hierarchy generation will occur on a daily basis at the time specified in the Times field.

6. In the Membership Recalculation section of the Policy Details form, do the following:

   • Membership Recalculation Enabled – enable this option to allow EmpowerID to update group membership as specified.

   • Membership Recalculate Next Run – Click the field and set the date and time for the next run of the Dynamic Hierarchy Membership Recalculation job.

   • Membership Recalculation Schedule – Optionally, click the Start and End fields set the respective start and end dates for hierarchy generation to occur.

   • Specify the occurrence interval for the hierarchy generation from the Interval pane. When doing so, you have the following options:

     • Once – Membership recalculation occurs one time.

     • Minute Interval – Membership recalculation occurs "X" times every "Y" minutes as specified in the Run Indefinitely, Iterations and Interval fields. So, for example, if you select an iteration of 2 and an interval of 24, membership recalculation will occur twice. The first occurrence is at the date and time specified in the Membership Recalculate Next Run field and the second occurrence is 24 minutes after the first run completes. However, if you select Run Indefinitely, and then select an Interval of 24, membership recalculation will once every 24 minutes, indefinitely.

     • Hour Interval – Membership recalculation occurs "X" times every "Y" hours as specified in the Run Indefinitely, Iterations and Interval fields. So, for example, if you select an iteration of 2 and an interval of 24, membership recalculation will occur twice. The first occurrence is at the date and time specified in the Membership Recalculate Next Run field and the second occurrence is 24 hours after the first run completes. However, if you select Run Indefinitely, and then select an Interval of 24, membership recalculation will once every 24 hours, indefinitely.

     • Daily – Membership recalculation occurs once every "X" days at a designated time as specified in the Run Indefinitely, Iterations and Times fields. So, for example, if you select an iteration of 2, membership recalculation will occur twice. The first occurrence is at the date and time specified in the Membership Recalculation Next Run field and the second occurrence is on the following day at the time specified in the Times field. However, if you select Run Indefinitely, membership recalculation will occur on a daily basis at the time specified in the Times field.

7. In the Policy Settings section of the Create Dynamic Hierarchy Policy form, do the following:

   • Select Use EmpowerID Person Relationship data. This tells EmpowerID to generate one Direct Reports group for each manager relationship in EmpowerID, populating the membership of each with users whom the manager manages.

   • Select whether to Nest Manager Groups. This allows you to nest groups for each cascading direct reports.

   • Select whether to Mail-Enable Groups. Please note that Exchange is required for this feature.

   • Select the appropriate action for EmpowerID to take if a group is empty from the Empty Group Action drop-down.

   • Select the type of group you wish EmpowerID to create from the Group Type drop-down.

   • Underneath Group Creation Location, click Select an OU and then select the OU where EmpowerID provisions the dynamically generated groups.

8. In the Alerts section, select or deselect Alerts based on the action taken:

   • Create OU Alert Active – Select this box if you wish an alert to be sent when an OU is created, based on the dynamic group hierarchy policy settings.

   • Create OU Alert – Search for and select the alert to be sent when an OU is created by the policy.

   • Create Group Alert Active – Select this box if you wish an alert to be sent when a group is created, based on the dynamic group hierarchy policy settings.

   • Create Group Alert – Search for and select the alert to be sent when a group is created by the policy.

   • Delete Group Alert Active – Select this box if you wish an alert to be sent when a group is deleted, based on the dynamic group hierarchy policy settings. The specific setting that governs whether or not a group is automatically deleted is the Empty Group Action setting. If that field is set to Delete, the only time a dynamic group is deleted is when there are no members in the group.

   • Delete Group Alert – Search for and select the alert to be sent when a group that was created by the policy is deleted by the policy.

   • Membership Change Alert Active – Select this box if you wish an alert to be sent when the membership of the dynamic group hierarchy changes.

   • Membership Change Alert – Search for and select the alert to be sent when the membership of a group created by the policy changes.

9. Click Save.