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OrgChart Help Guide

Implementation Packages


OrgChart's implementation packages are designed to get you and your staff up and running with OrgChart quickly and easily. In each package, you'll be assisted by our OrgChart Experts to set up your charts and configure your settings. Refer to the table below to choose the implementation package that's right for you.

You'll need to make sure to make sure that you and your staff are available to meet with us and can access the systems needed for the integrations we'll set up. Reference our Implementation Checklist to make sure that you're fully prepared to get charted!

Prefer to do it yourself? Most of the items detailed below can be done on your own. Click on the relevant Help links attached to each item to view our detailed documentation. We also offer interactive tutorials for both Administrators and End-Users, so that you can get started right away.

Level 1 - Build the Fundamentals

Up to 5 Data-Driven Views

Design and implement up to 5 Views with the help of one of our chartists!

Customized Chart Background

Align your OrgChart with your brand, and add key elements like page numbers and tables.

Import HRIS Employee Photos

Display employee photos from your HRIS in your OrgChart, so you can put a face to the name.

Access Group Setup

Build a security framework so you and your team can safely access your charts.

Filter Data at the Source

Filter to only includes the employees or fields you need.

Level 2 - Get More from OrgChart

All items from Level 1 are included

Personalized Metrics

Use your employee data to see the metrics you need, like salary rollups or FTE calculations.

Auxiliary Reporting & Data Modification

Reflect your organization's reporting structures and the reality of your company.

Combine Data Sources

Import data from other HR and talent management systems so you can see the whole picture.

Transfer Employee Photos

Use SFTP to safely transfer employee photos from your server directly into OrgChart.

Share on your Intranet

Embed your OrgCharts into your company Intranet, and empower your employees to access accurate, up-to-date charts whenever they need.

Level 3 - Secure and Automate at Scale

All items from Level 1 and 2 are included

Advanced, Granular Security

Restrict end-users access to certain fields, or certain areas of the chart. (Enterprise tier only)

Automated Security Assignment

Leverage your data to assign security groups to users, so that you don't have to.

Advanced Connector Configuration

Import data from Dayforce, Oracle, SuccessFactors, or Salesforce

Automatically Export to SharePoint

Set your charts to automatically publish a PDF to your SharePoint. Set it and forget it.

Import Active Directory Photos

Display employee photos from Active Directory on your OrgCharts.

Single Sign On Integration

Safely access OrgChart alongside your other applications with SAML 2.0 compatible SSO.

Questions? Contact