[ OrgChart Reviews ](https://www.g2.com/products/orgchart/reviews) [ OrgChart Reviews ](https://www.g2.com/products/orgchart/reviews) # OrgChart Features ##### ## Logistics (6) Integration Offers integration to a wide variety of HR software solutions. Analytics Provide analytics such as head count and budgeting. Data Import/Export Import and export data to and from software applications 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. Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Show More ##### ## 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. Show More ##### ## Basics (4) 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. Real-Time Reporting Active reporting of data and metrics Show More ##### ## Additional Functionality (206) Client Portal Private online space that lets businesses securely share documents and provide information access to clients Mobility Is accessible from a mobile device and by users on the go. 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 Show More ##### ## Content (2) Automation Automates some or all operation related tasks File Sharing Provides robust sharing options for communication with both internal and external stakeholders. Show More ##### ## Reports (5) 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 Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## 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. Show More ##### ## Generative AI (4) 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. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Agentic AI - Org Chart (2) Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ## Top-Rated Alternatives [ ![Lucid Visual Collaboration Suite](https://images.g2crowd.com/uploads/product/hd_favicon/e02e4d0701c1bc00190c146b8d01e31b/lucid-software-inc-lucid-visual-collaboration-suite.svg "Lucid Visual Collaboration Suite") Lucid Visual Collaboration Suite 4.5/5(8,826) ](https://www.g2.com/products/lucid-software-inc-lucid-visual-collaboration-suite/reviews) [ ![Sift](https://images.g2crowd.com/uploads/product/hd_favicon/937aa037d5e2cfc02f080e6f00c92620/sift-sift.svg "Sift") Sift 4.8/5(523) ](https://www.g2.com/products/sift-sift/reviews) [ ![Visio](https://images.g2crowd.com/uploads/product/hd_favicon/7a8d999cab3a98ccc85f15dc3423d763/visio.svg "Visio") Visio 4.2/5(693) ](https://www.g2.com/products/visio/reviews) [ View All Alternatives ](https://www.g2.com/products/orgchart/competitors/alternatives) OrgChart Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9574ea50a4eccf67371bb07535d742bd/organimi.png "Product Avatar Image") Organimi 4.5/5(156) [ Compare Now ](https://www.g2.com/compare/orgchart-vs-organimi) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_dadde6b3f573b53a4534762443194a52/lucid-software-inc-lucid-visual-collaboration-suite.png "Product Avatar Image") Lucid Visual Collaboration... 4.5/5(8,826) [ Compare Now ](https://www.g2.com/compare/lucid-software-inc-lucid-visual-collaboration-suite-vs-orgchart) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_54d6d3073f11bb0634c41367bbfac987/sift-sift.jpg "Product Avatar Image") Sift 4.8/5(523) [ Compare Now ](https://www.g2.com/compare/orgchart-vs-sift-sift) ##### Categories on G2 [HR Analytics](https://www.g2.com/categories/hr-analytics)[Org Chart](https://www.g2.com/categories/org-chart)[Diagramming](https://www.g2.com/categories/diagramming) [HR Analytics](https://www.g2.com/categories/hr-analytics)[Org Chart](https://www.g2.com/categories/org-chart)[Diagramming](https://www.g2.com/categories/diagramming)[Succession Planning](https://www.g2.com/categories/succession-planning) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Which vendor provides AI-powered video creation templates?](https://www.g2.com/discussions/which-vendor-provides-ai-powered-video-creation-templates)[What is the most affordable vulnerability scanner for SMBs?](https://www.g2.com/discussions/what-is-the-most-affordable-vulnerability-scanner-for-smbs)[Where to find the best travel management apps for companies](https://www.g2.com/discussions/where-to-find-the-best-travel-management-apps-for-companies) [What are the most trusted field sales software by sales managers at retail based on user reviews?](https://www.g2.com/discussions/what-are-the-most-trusted-field-sales-software-by-sales-managers-at-retail-based-on-user-reviews)[What is the best service desk platform for enterprise IT teams?](https://www.g2.com/discussions/what-is-the-best-service-desk-platform-for-enterprise-it-teams)[Pros and Cons Details](https://www.g2.com/products/orgchart/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)