18th September 2015

Introduction

There are many different approaches that can be taken when producing these charts. The simplest approach is to extract the information from the People Inc. database and use another software tool to display it as an organisation chart. A number of software tools that are commonly available (for example Microsoft Office) will produce organisation charts.

An example organisation chart tool is available as a free download from this website.

Selecting Information

Basic organisation charts are created using details of employees (including the manager they report to). This information is held in an employee’s current Job History record within People Inc. A report template is used to extract this information (examples can be downloaded from our website).

Larger organisations will often want to produce organisation charts for a particular area (department, location, or division), or they may want to include just those employed in management grades within a chart. This can also be done using People Inc. by changing the way information is extracted from the database. For example, in the chart shown in this document (above) we have just included directors and managers.

In our example, we have chosen to display just basic details for each employee (name, job, department, location). Further details can be added if required.

Chart Type (vacant posts, succession planning)

It is possible to choose to display different information altogether using this kind of chart. For example, the chart could be based on the Job definitions in the system and show the organisational structure (including the current incumbent and where appropriate any vacant posts). Alternatively, to help with succession planning, the chart could be based on key employees and show any potential successors who have been identified within the organisation.

Using a Charting Tool

Once extracted, the information can be manipulated using an organisation charting tool. This enables users to add comments, custom links, add further information, change the formatting and layout. Chart tools are available as part of a wide range of software tools including Microsoft Office and Microsoft Visio.