Organization Chart

Creating an accurate and comprehensive organizational chart is crucial and time-consuming. PeopleX simplifies organization chart generation by automatically generating the organization charts, allowing for quick modifications and downloading, saving time and effort. 

Navigate to Organization Chart and complete the creation in 3 simple steps.

Step 1:  Employee Selection

Setting up your criteria for employees that need to be included by selecting the relevant criteria from the drop-down list under Criteria Key. Choose a relevant value in the pop-up window accordingly. If you need to set more than one criterion, click on Add Criteria and repeat the step.

Click Preview to check the rules you set and click Next when you're done.

Step 2:  Root Employee

Select the root employee or the highest-level position who will be at the top of the chart and click Next.

Step 3:  Preview

The organization chart is automatically generated. You can review and make necessary refinements if necessary. You can click on the respective icon to adjust the size of the chart and view the full screen. You may also locate an employee using the search bar.

You can find options to customize the display: 

•  Show horizontal level:  This allows you to control how many hierarchical levels are displayed in the chart while other levels will be hidden from the visual representation.
• Arrange vertically from level: If there are no subordinates below a certain level, you can choose to arrange the nodes or cards vertically instead of expanding horizontally. This helps to maintain a more compact and readable chart. 

If you need additional customization options, click on the setting icon.