Welcome

Audience: All users

 

Overview

OrgChart is an automated org chart and workforce planning solution that allows you to visualize your current state and envision your future state. View the video below for a brief overview:

Easily manage Org Visibility

• Pull data directly from over 50+ HR and directory systems
• Aggregate data to visualize employee data and open requisitions all in one place
• Filter and highlight employee data in real-time
• Set charts to automatically sync with your source HR system(s), or refresh on demand
• Publish org charts to popular formats, such as PDF and PPT, or embed live charts in your company intranet

See the meaning behind the data

• Create custom formulas to track the metrics you care abut most
• Create data-driven presentations of your charts, and easily spot gaps and trends
• Automatically archive the current state of your organization, and revisit it at any time

Optimize Workforce Planning

• Track key metrics, set targets, and measure how your changes impact your organization
• Invite key stakeholders to collaborate and develop actional plans in real time
• Sync your plans with your HR data at any time, so plans remain accurate as your org changes

Getting started

Administrators can get started with the following tutorials:

• Admin tutorial 1: Creating a base chart
• Admin tutorial 2: Creating views
• Admin tutorial 3: Creating custom charts
• Admin tutorial 4: Export & share
• Admin tutorial 5: Add additional users

Please click on the following links for information on OrgChart editions and an overview of the UI and basic navigation.