Use the org chart o see all employees and their reporting lines in one place. To do this, simply click Org Chart on the left-hand side menu.
📌Note: Any changes you make only apply to your current view. When you print or view the org chart in the future, it shows the default settings.
Below, you can see the actions you can perform on the org chart:
Adjust your view | Use the zoom slider. |
Filter by company, location or department | Use the filter icon. |
See future starters | Select the Show future starters check box. |
Change the orientation | Click Top, Left, Right or Bottom. |
Remove filters | Click Clear Filters. |
Export the org chart | Click Preview PDF then click Download PDF. |
Turn the org chart on and off
📌Note: Only admins can follow the steps below.
Click Access Button
then click HR Admin.
Go to the Settings tab then click Company.
Next to Organisation Chart, click Turn on or Turn off as required.
Edit the org chart
The PeopleHR org chart always based around the reporting lines in the system. You can either use the org chart from PeopleHR, create your own org chart on a separate site then add the URL or generate an org chart in OrgChart Now and integrate it with PeopleHR.
Use a separate site
If you have your own org chart, you can link to this one instead of using the one from PeopleHR.
To do this, follow the steps below:
Click Access Button
Go to the Settings tab then click Company.
In the Organisational chart external link field, enter the URL for your org chart.
Integrate with OrgChart Now
If you don't have your own org chart but don't want to use the one from PeopleHR, you can seamlessly generate a professional org chart in OrgChart Now and integrate it with PeopleHR.