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Organisation Chart
Organisation Chart
How to view, and filter the org chart
Written by Edward Dixon
Updated over a week ago

The Org Chart tab will show you all of the employees in the system as per the reporting lines.

You can use the zoom slider to adjust your view of the org chart, you are also able to filter the org chart for a particular company, location or department. This will show the organisation structure within your chosen options:

You also have the option to show future starters and you can choose the orientation view of the org chart.

In here you can also export the org chart to PDF, click on the ‘Export PDF’ button, this will match any filters you have put on before pressing the ‘Export PDF’ button.

Finally, the 'Clear Filters' button with reset to the default Org Chart.

Turning the org chart on and off (Admin access only)

  1. Click the 'Settings' tab

  2. Go into the 'Company' tab

  3. Locate the Turn On/Off button next to 'Organisational Chart':

If the button says TURN OFF, it is giving you the option to turn it off and therefore it is currently TURNED ON.

Can I edit the org chart?

The People HR org chart will always base around the reporting lines in the system. Click here on how to edit reporting lines.

- Use my own org chart

If you do not wish to use our org chart, you can replace this screen with your own, by adding a link to your org chart in the Company Settings:

- Org Chart Now

Our software has an open integration with OrgChart Now to seamlessly generate a professional Org Chart from the data within your People HR. Click here to learn more.


Customer Services Team

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