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Explore your company's organizational chart

Learn how to effectively utilize the org chart

Updated this week

In this article, we'll delve into the efficient navigation and utilization of your company's organizational chart. We'll cover viewing your organization's people, positions, and hierarchy, applying filters for clearer data visualization, and exporting your org chart.

Access the Org chart

To access the org chart, navigate from the left menu to the People and select the Org Chart option. The CEO or head of the organization will appear at the top, followed by direct reports. Clicking on an employee's name redirects you to their profile. Beneath each person's image, you'll find the number of direct reports and total reports.

The organizational structure in the system can be built in two ways: by employees and by departments.

Org chart by employees

This structure is based on the subordination relationship between employees.

  • Automatic creation: If you add employees using import, the structure is automatically built based on the data from the reporting_to_employee_id column.

  • Manual creation: If you add employees manually, the structure is formed based on the information about the manager you specify for each employee.

ℹ️ The system does not provide for double subordination. Each employee can have only one direct manager.

Click under an employee's position to view their direct and all reports. Click again to collapse the data.

Find a specific employee

To find a specific employee within the org chart, use the search bar. Here, you can either type in the employee's name or click the arrow and select them from the drop-down list.

Departments org chart

The Departments org chart tab provides an overview of all departments within the company.

At the top, you see the name of the organization and the total number of employees.

Direct departments are listed below, and clicking on the number of employees redirects you to the respective department's employee list.

A photo of the department manager is shown below the department name if one has been appointed.

To view the full list of people in this department, click the displayed number of employees.

Use filters based on departments

To filter data by department, use the corresponding field to select a specific department.

How to create a department structure

  1. Go to Settings > Core > Departments.

  2. Click + Add in the upper right corner.

  3. Enter a name for the department, select a parent department, and assign a manager.

ℹ️ Please note:

  • One employee can belong to only one department.

  • One employee can be the manager of several departments at the same time.

4. After saving, the subordinate department will appear under the parent department.

As the settings are complete, check the structure display in the Employees > Organization > Departments tab.

ℹ️ You can now add and manage custom fields for departments in PeopleForce. This helps you store additional information, such as account types or business partners, and view it across different parts of the platform. More here.

Relationship between org charts

The organizational structures by the employee and by the department are not related to each other. For example, if an employee is assigned to a department with a specific manager, this does not mean that this manager will be their direct supervisor in the employee structure.

Teams and departments do not influence any of the organizational structures. They only provide an additional opportunity to organize employees into projects, teams, etc.

Export the org chart by employees

To export the org chart, click the Export button in the screen's top right corner and select Export to PDF. It's important to note that the final document will mirror your current view settings. For example, if you use any filters and only the CEO and their direct reports are visible on the org chart, the downloaded PDF will reflect this specific view.

View and download the anonymised organizational chart

For your employees’ protection, you can anonymize employee information when exporting and viewing your organization chart by third parties. You can choose which specific data will be displayed in the organization chart document and hide avatars.

In the Org chart by people, under Card settings, you can select any employee select field to appear on the cards. This helps HR teams quickly view key relationships in bulk, such as who mentors or substitutes for each employee, without opening individual profiles.

Flexible org chart hierarchy using custom employee select fields

This feature lets HR teams build alternative versions of the org chart based on any employee select field — including custom ones like Mentor, HR Partner, or Substitute.

It’s especially useful when you need to understand relationships that don’t follow the primary manager–employee structure.

Use case: Visualizing Substitutors in the Org Chart

Imagine you want to understand how substitution responsibilities are distributed across the company.
You create a Substitute field and assign a Substitute to each employee in their profile. You can then use the Org Chart → View settings to choose which reporting relationship you want to display - for example, Manager, Secondary Manager, or Substitute - allowing you to quickly switch between different organizational perspectives.


With this feature, you can switch the org chart hierarchy to Substitute and instantly see the entire substitution structure — who substitutes for whom, how many people rely on each substitute, and where coverage may be uneven or overloaded.


To enable managers to configure the org chart using specific employee fields, they must have permission to view those fields. For example, if a manager has access to the Mentor field, then when they build an org chart based on that field, it will include only their own subordinates — not employees outside their reporting line.


Change the employee's department and manager

You can change the department to which an employee is assigned or their direct manager in the employee profile. To do this, follow these steps:

  1. Go to the employee's profile and open the Job tab.

  2. Expand the table of employee position history (the bottom left to the + Add button), click 3 dots and select Edit.

  3. Edit the required data. These changes will be effective from the date of hire.

4. If you need to update the changes in the department or manager that occurred during the employee's employment, click + Add, enter the new information, and select the date from which the changes are effective.

After saving the changes, the system will automatically save the history of all changes related to the following:

  • Manager

  • Job Level

  • Department

  • Division

This makes it easy to track changes in an employee's data.

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