OrgChart Features
Core HR (6)
Organization Management
Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.
Time, Attendance, and PTO
Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information.
Expense Management
Contains functionality for employees to submit expenses reports and track reimbursments
Salary Structures
Manages position descriptions and pay grades/structures for each role
Compliance
Helps protect risk areas by ensuring compliance standards are met through tracking and reporting
Benefits Administration
Enables employees to manage their benefit plans by viewing plans, make changes during open enrollement, and for life event changes. Employers can report and manage payroll deductions based on selected plan options
Platform (8)
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Mobility
Is accessible from a mobile device and by users on the go.
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Dashboards
Creates dashboards to track information like open positions, current headcount, and recruiting pipeline.
Logistics (5)
Integration
Offers integration to a wide variety of HR software solutions.
Analytics
Provide analytics such as head count and budgeting.
Export
Export list from Excel.
Upload
Ability to manually upload the employee roster name by name
Employee Directory
Offers a way for users to create and organize a staff directory that is entirely searchable.
Editing & Design (5)
Drag-and-Drop
Offer drag-and-drop capabilities for editing the org chart.
Update
Offer the ability to update the list as a business grows.
Customize
Enable users to customize the design of the org chart.
Details
Allow users to indicate different roles and departments on the chart.
Restructure
Provide the ability to rearrange an exisiting chart in case of company restructure.
Basics (3)
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Additional Functionality (3)
Portal
Contains a portal to facilitate third-party or client application access
Mobility
Is accessible from a mobile device and by users on the go.
Dashboard
Has a centralized dashboard for users to interact with
Content (2)
Automation
Automates some or all operation related tasks
File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
Reports (4)
Score Cards
Score cards visually track key performance indicators (KPIs)
Customizability
Reports can be customized based on the intended audience, available data, length, and depth
Graphs and Charts
The outputs of reports are customizable in using graphs and charts
Dashboards
Real-time up to date outputs can be created to provide information to decision makers and leadership
Cleaning (3)
Filtering
Raw data is able to be filtered into outputs with only the data useful for the analysis
Levels of Measurement
Data structured as ratio, interval, ordinal, or nominal can be interpreted with the appropriate outputs
Transformation
Change the data format into csv., html, xml, etc.
Generative AI (4)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Image
Provides the ability to generate images from a text prompt.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Agentic AI - Org Chart (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting





