I need a chart that filters out specific employee types

OrgChart allows you to filter records by any data field, so that you only see the records that you want. You can filter records at any time, or create charts that don’t include certain records based on your defined criteria.

I need an updated PDF of my org chart every Friday

OrgChart allows administrators to configure auto-export, so that you and your stakeholders can wake up to a freshly updated OrgChart in your inbox without having to click a button.

I need DEI charts for each department

OrgChart allows you to create custom formulas using any field in your dataset. For example, you can create and display formulas that calculate the gender percentage breakdown for each department. When it comes down to sharing these more sensitive charts, OrgChart allows you to control who can and can’t have access.

I need my employee data to update automatically

Directly integrate your HR systems with OrgChart, and sync your data at your desired frequency. You can set your charts to automatically sync daily, or choose to manually refresh at any time.

I need the presentation of my org chart to update as my employee data changes

OrgChart allows users to create Views that are driven by data, so that your org chart is always formatted correctly, even as your organization changes.

I need to embed this chart in my intranet

OrgChart allows you to generate web links that can be embedded into your intranet. You can create restricted links that are only accessible from certain web pages, or public links that can be embedded anywhere.

I need to give access to other people so that they can pull the information they need

OrgChart allows you to share your charts in multiple ways. You can embed org charts directly in your intranet, or you can integrate OrgChart with your SSO platform, so that people can get the chart they need, when they need it. OrgChart also offers granular security options, so everyone has the right access to the right information.

I need to integrate this application with our SSO platform

OrgChart is SAML2.0 compatible, and integrates with most identity management platforms. You can also map your iDP security group and roles to OrgChart Access Groups so that permissions are synced across all systems.

I need to know how many open/vacant positions we have

You can integrate OrgChart with your Applicant Tracking System, so that can display your open/vacant positions on your chart. OrgChart also allows you to create custom formulas, so that you can keep track of the metrics you care about.

I need to know how much headcount I can afford to add at a certain location

The Planning module allows users to create custom metrics, set plan targets, and measure progress towards those targets as you model changes. Users can also define reference tables and lookup formulas that allow OrgChart to handle mutliple variables while planning, so if job level and location influence a position cost, the proper calculations are made.

I need to know how my proposed changes differ from the current state of my org

You can review any of the changes you’ve made in your plan using the plan Activity Log. The Activity log can be sorted by date or change type, and it can be exported so that you can review the changes in an Excel format. If desired, you can also export your plan into a PDF or PPT and include a graphical depiction of the Activity Log, so that you can see a summary of the proposed changes on each page.

I need to know the average span of control for each manager

OrgChart allows you to create custom formulas using any field in your dataset. You also have complete control over the parameters and scope of your formulas, so that you can tailor your metrics to your needs.

I need to know the current and budgeted headcount for each department

The Planning module allows users to create custom metrics, set plan targets, and measure progress towards those targets as you make changes. You’ll always be able to see your progress towards your plan goals compared to the starting (current) value. Plus, OrgChart allows you to synchronize your plans with your source data at any time, so you can keep planning as your org changes.

I need to know what my organization looked like at a specific point in time

You can manually archive your orgcharts or set them to automatically archive at your desired frequency. That way, you can pull up an org chart from any point in time for auditing purposes, or to compare to the current state.

I need to override data from my HR System

OrgChart gives you the flexibility to override, supplement, and filter your HR data so that you get the chart you need without having to modify those ‘special case’ records in your core system.

I need to restrict certain users from seeing certain information

OrgChart has granular security options, allowing administrators to control who sees what. Options include restricting access to certain fields, restricting access to certain sections or pages of the chart, and even restricting access to certain fields for certain sections of the chart.

I need to see all of my employees who work remotely

OrgChart’s multiple filtering options allow you to control which records you see at any time. You can also create custom Views that highlight or mark employee records that match specific criteria. For example, you can give remote employees a red flag, or color all employees at a certain location blue.

I need to see an org chart for each functional area

OrgChart Functional Charts can be created using any field in your dataset. When enabled, a placeholder is created for each functional area, and employees belonging to that function automatically rollup beneath it. This is a great way to visualize the functional structure of your organization, without having to make any manual edits to do so.

I need to see the position structure of my organization

OrgChart can map positional data from your core HR system, or synthesize it, so that you can always visualize the positions structure of your organization. OrgChart also allows you to control the presentation of boxes on your chart, so if you don’t want to synthesize positional data, you can always produce an OrgChart with just tiles.

I need to show Contractors or records that don’t exist in my Core HR System

OrgChart has robust data aggregation capabilities, meaning that you can combine data from multiple sources. If you want to display records on your OrgChart that don’t exist in any system, OrgChart allows you to do this manually or using Excel.

I need to show employees that report to more than one manager

OrgChart allows you to map employee records to more than one manager, even if your HR system doesn’t. OrgChart also automatically accounts for these employees in headcount formulas, so that your rollups remain accurate.

The org chart you need, whenever you need it.

Seamlessly integrate data from your HR and applicant-tracking systems into visually stunning, customized org charts. Our easy-to-use solution simplifies the complexity of HR work, providing unparalleled visibility into your organization’s personnel, and surfacing valuable insights for strategic decisions about future organizational structures.

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Easily Manage Org Visibility

HR professionals must provide detailed visibility into and across the people, departments, divisions, and locations that make up their organizations. You shine in your role when you show the organization in a visually engaging, accessible, and exciting way. We believe charting — that integral and endlessly challenging part of pursuing your passion for people — should be enjoyable.

See the Meaning Behind the Data

HR professionals must help their organizations make sense out of complex people data. OrgChart surfaces the insights you need to drive business conversations across multiple topics, providing customized views of your workforce that help the organization make sound decisions.

Optimize Workforce Planning

Planning is no easy task given the constantly shifting policy, regulatory, and competitive environments. OrgChart shows you the organization’s current state, then helps you explore the impact of possible scenarios, ultimately focusing your vision of the future.

I Need Help with….

Explore some of the many ways OrgChart can help meet your needs:

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We Make Integration Seamless

As the best-in-class org chart and workforce planning solution, OrgChart easily integrates with other applications in your unique technology ecosystem, allowing you to get the most out of your people data.

ADP

Workday

isolved

UKG

Paychex

BambooHR

Paylocity

Dayforce

Oracle Cloud

Lever

Jemini

Jobvite

iCIMS

Greenhouse

Azure AD

CSV

Excel

Google Directory

SAP

Salesforce

Success Factors

OrangeHRM

Paycor

Sage | People

PeopleHR

Cornerstone

Trinet

Namely

Lucca HR

Active Directory

Clear Company

OCN API

NaturalHR

BreatheHR

Paycom

Subscribe‑HR

OBDC

Thrive TRM

Signify HR

PaySpace

Unicorn HRO

EY Workforce Platform

SFTP Pull

What Our Customers Say About OrgChart

Best Relationship Mid-Market – Winter 2026

Best Meets Requirements Enterprise – Winter 2026

Amazingly easy to implement. Easy and fast to create charts, allowing the information to be always updated and even better, customized.

Carolina F.

Small Business

Read more reviews on OrgChart’s G2 profile

Connects directly to our HRIS and updates on a normal cadence — we choose daily. You can also update as needed. Took several hours a month of org chart planning off of our plates … the ROI in terms of time spent is fantastic.

Verified User in Pharmaceuticals

Mid-Market (51-1000 emp.)

Read more reviews on OrgChart’s G2 profile

OrgChart is taking our very manual org chart creation and making it easier to make changes. We were also able to easily add the new photos we took of all employees.

Jacqueline W.

Mid-Market (51-1000 emp.)

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The only comprehensive Org Chart software! Easy to set up templates, upload information, and build comprehensive charts.

Jillian P.

Head of Talent Acquisition & Onboarding Mid-Market (51-1000 emp.)

Read more reviews on OrgChart’s G2 profile

OrgChart creates a perfect org chart that’s easy to update every time. Saves battling with MS Visio every time there a staffing change.

Leo C.

Managing Director Mid-Market (51-1000 emp.)

Read more reviews on OrgChart’s G2 profile