OrgChart Features
Logistics (6)
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Integration
Offers integration to a wide variety of HR software solutions.
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Analytics
Provide analytics such as head count and budgeting.
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Data Import/Export
Import and export data to and from software applications
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Upload
Ability to manually upload the employee roster name by name
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Employee Directory
Offers a way for users to create and organize a staff directory that is entirely searchable.
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Editing & Design (5)
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Drag-and-Drop
Offer drag-and-drop capabilities for editing the org chart.
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Update
Offer the ability to update the list as a business grows.
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Customize
Enable users to customize the design of the org chart.
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Details
Allow users to indicate different roles and departments on the chart.
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Restructure
Provide the ability to rearrange an exisiting chart in case of company restructure.
Basics (4)
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Reporting
Provides analytics tools that reveal important business metrics and track progress.
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
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Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Real-Time Reporting
Active reporting of data and metrics
Additional Functionality (206)
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Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
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Mobility
Is accessible from a mobile device and by users on the go.
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Dashboard
Has a centralized dashboard for users to interact with
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Internal Talent Mobility
Movement of employees across roles within the same company
Employee Portal
Online portal where employees can access and track their own information
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Mind Maps
Diagram used to organize information in a hierarchical way to show relationships
Version Control
Track revisions and updates made to files and navigate between different versions
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Time Off Requests
Tools that allow employees to request/schedule time off
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Templates
Sample files or documents that could be customized as needed or used as is
Real-Time Data
Receive data and information in real time
Smart Chart Legend
Set rules to display fields in org chart to reduce clutter
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Management
Store, manage, and track all electronic documents in a centralized location
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Succession Planning
Planning, tracking and developing internal talent for future key position filling
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
API
Application programming interface that allows for integration with other systems/databases
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Document Storage
Store and organize documents in a centralized system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Visualization
Graphical representation of data
Workflow Management
Create, design and manage workflows for repetitive tasks
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
Interactive Elements
Various components within a system including buttons, clickable icons, hover effects, and more
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Pulse Surveys
Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Commenting/Notes
Leave comments and notes on documents for others to view
Customization
Create labels for products that contain required information such as colors, sizes, dates, etc.
Publishing/Sharing
Share pre-configured sets of data organized and presented in a specific manner with the organization
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Task Management
Create, manage and track all task activities and progression
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Single Sign On
Allow users to access multiple services after entering their login credentials once
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Fields
Customize data fields to support various needs and use cases
Training Management
Track employee/learner's progression through training programs
Customizable Reports
Alter the layout and content of reports
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Contact Management
Manage, organize, and store contact information
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Employee Photos
Store photos of employees
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Org Chart Creation
Create and design org charts that include an organization's structure information, contact information, illustrations, and more
Single Sign On
Allow users to access multiple services after entering their login credentials once
Succession Management
Real-Time Analytics
Analyze and gain insights into data in real-time
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Goal Management
Allows employees to set and manage work or career related goals
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Succession Planning
Planning, tracking and developing internal talent for future key position filling
"What If" Scenarios
Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
Talent Acquisition
Recruiting, tracking, and interviewing candidates and onboarding/training new employees
Training Management
Track employee/learner's progression through training programs
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
API
Application programming interface that allows for integration with other systems/databases
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Career Development
Process of enhancing skills & experiences for continuous professional growth & advancement
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Workflow Management
Create, design and manage workflows for repetitive tasks
Customizable Reports
Alter the layout and content of reports
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Learning Management
Organize and track educational activities
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Individual Development Plans
Document completed by employee to assist with career and personal development to reach short term and long term goals
Email Reminders
Reminders sent via email
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Storage
Store and organize documents in a centralized system
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Assessment Management
Creation, administration, and evaluation of assessments or tests
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Competency Management
Catalog, manage, and develop employee skill sets
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Customizable Branding
Add customized logos and colors to align with company branding
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Learning & Development
Facilitate training materials that help employees grow and progress in their positions
Customizable Branding
Add customized logos and colors to align with company branding
Workflow Management
Create, design and manage workflows for repetitive tasks
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Document Storage
Store and organize documents in a centralized system
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Benefits Management
Record employee's benefit plans and selections throughout career progression
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Compensation Plan Modeling
Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels
360 Degree Feedback
Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager
Email Templates
Pre-made examples and templates for emails
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Attendance Tracking
Track the attendance of specific individuals or groups
Real-Time Analytics
Analyze and gain insights into data in real-time
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Real-Time Reporting
Active reporting of data and metrics
Turnover Tracking
Document Management
Store, manage, and track all electronic documents in a centralized location
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Talent Management
Integrate with Talent Managment software to better track learners progress and training sessions
Employee Self Service
Gateway through which employees can access the system
Employee Portal
Online portal where employees can access and track their own information
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Visualization
Graphical representation of data
Performance Appraisal
Evaluation process that provides feedback on an employee's job performance
Task Management
Create, manage and track all task activities and progression
Ad hoc Reporting
Generate one-off reports that meet information requirements
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Data Import/Export
Import and export data to and from software applications
Secure Data Storage
Securely stores data to prevent data loss or breaches
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
API
Application programming interface that allows for integration with other systems/databases
HR Metrics Library
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Succession Planning
Planning, tracking and developing internal talent for future key position filling
Predictive Modeling
Analyzing historical and current data and generating a model to help predict future outcomes.
Customizable Reports
Alter the layout and content of reports
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Training Management
Track employee/learner's progression through training programs
Survey/Poll Management
Create and administer polls and surveys
Leave Tracking
Manage and track employee attendance
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Chat/Messaging
Communicate using direct chat or messages within the system
Commenting/Notes
Leave comments and notes on documents for others to view
Mind Maps
Diagram used to organize information in a hierarchical way to show relationships
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Network Diagram
Diagram that depicts connections among nodes in a network
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
API
Application programming interface that allows for integration with other systems/databases
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Workflow Management
Create, design and manage workflows for repetitive tasks
Templates
Sample files or documents that could be customized as needed or used as is
Real-Time Data
Receive data and information in real time
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
Task Management
Create, manage and track all task activities and progression
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
Data Import/Export
Import and export data to and from software applications
Version Control
Track revisions and updates made to files and navigate between different versions
Flowchart
Diagram that represents an algorithm, workflow, or process
Auto Update
Automatic update of information / software
Single Sign On
Allow users to access multiple services after entering their login credentials once
Project Planning
Organize and schedule projects
Customizable Reports
Alter the layout and content of reports
Image Library
Store and manage images
Real-Time Updates
Receive system updates as soon as any changes are made
Multi-Language
Manage and support multiple languages
Document Embedding
Embed diagrams directly into documents
Document Storage
Store and organize documents in a centralized system
Freehand Sketch
The ability to manual sketch/create a diagram
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Wiki
An informational database that allows users to add, delete, or revise content
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Graphical Data Presentation
Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
File Management
Create, save, and store files
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Data Visualization
Graphical representation of data
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Bottleneck Identification
Detect areas where test errors occur
Process Builder
Outline and document business processes via step-by-step building blocks
Team Management
Organizing a group of people to accomplish a task
Process Modeling & Designing
Visually identify, define, and map all details and relationships surrounding business process models and elements
Status Tracking
Track the status over time for a request, process, asset, or transaction
Design Templates
Create designs using pre-built templates or customize them with flowcharts, mindmaps, wireframes, network diagrams and org charts
Diagramming
Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Video Conferencing
Connect with meeting participants remotely over video
Analytics
Tools for the systematic analysis of various types of data or statistics
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Screen Sharing
Digitally share screen view with others
Change Management
Track and monitor efficient handling of all changes/transitions
Document Management
Store, manage, and track all electronic documents in a centralized location
Visual Workflow Management
Create, design, and visually represent processes within the software
Content (2)
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Automation
Automates some or all operation related tasks
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File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
Reports (5)
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Score Cards
Score cards visually track key performance indicators (KPIs)
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Customizability
Reports can be customized based on the intended audience, available data, length, and depth
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Graphs and Charts
The outputs of reports are customizable in using graphs and charts
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Dashboards
Real-time up to date outputs can be created to provide information to decision makers and leadership
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Cleaning (3)
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Filtering
Raw data is able to be filtered into outputs with only the data useful for the analysis
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Levels of Measurement
Data structured as ratio, interval, ordinal, or nominal can be interpreted with the appropriate outputs
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Transformation
Change the data format into csv., html, xml, etc.
Generative AI (4)
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AI Text-to-Image
Provides the ability to generate images from a text prompt.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Image-to-Text
Converts images into a textual description, identifying key elements.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Org Chart (2)
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Cross-system Integration
Works across multiple software systems or databases
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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