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Organization chart

See the structure.
Understand the staffing.

Follow reporting lines, inspect a position, and find where staffing needs attention. Move between today's organization, a different date, and proposed changes with the same position records.

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OperationsApproved structure
Service Director1.00 assigned FTE · 3 direct reports
  • Team Lead1.00 assigned FTE
    Staffed
  • Service Coordinator0.80 assigned FTE
    0.20 unfilled
  • Workforce Analyst0.00 assigned FTE
    Vacant
Assigned FTE2.80
Unfilled FTE1.20
Example: A fictional team, with staffing in view.

Try the chart

Follow a reporting change.

Select a position for details. Switch to Proposed to see the service coordinator move under the team lead. This interactive example uses fictional records.

Organization chart OperationsSample data
4 positions2.80 assigned FTE1.20 unfilled FTE

Select a position to inspect it.

Try Proposed to see the coordinator move under the team lead.

Position
ActiveApproved

Position details

Active FTE
Approved FTE
Assigned FTE

Team totals

Positions
Assigned FTE
Unfilled FTE
Reports to
Direct reports
Department
Staffing status
Assigned employee
Fictional sample data. In FTE Tree, your role determines the positions and employee details you can inspect.
Learn about the organization chart

Structure and staffing, together

A working view of your organization.

Find the team that matters

Search for a position or an employee you can access, focus on a team, and follow its reporting path. Use Chart for the structure or Outline for a compact list.

Review staffing in context

See position capacity, assigned FTE, and unfilled FTE alongside reporting lines. Inspect a position in the detail drawer without losing your place.

Compare what changes

Compare two dates or approved and proposed structures for the same date. Review changed titles, departments, reporting lines, position status, and FTE with a paired view of each selected position.

Take a clear view to the meeting

Focus on the relevant team and export a PDF when your role permits it. The export respects the selected date and your access.

Start with your structure

Your first chart is the start of your workforce plan.

Add departments and job classifications, then create positions or import them from a spreadsheet. Choose who each position reports to and review the chart. Add employees and assignments when you are ready to show staffing.

Manually created positions begin as drafts and follow your approval process. Pay and budget setup are separate from building the structure. The same positions support ongoing staffing and position control.

Organization charts are included in Position Control and Workforce Budgeting. Choose Workforce Budgeting when you also need budgets and employee cost planning.

Build your first chart

Directory and planning

Share the structure deliberately.

Read the organization chart guide
Choose what people can see

A directory you choose to publish

Publish a basic directory for people who need to find their way around the organization. Your organization chooses the positions to publish and whether to include employee names.

Detailed planning stays protected

The directory contains current approved, published information. Detailed staffing, proposed changes, history, and financial information remain in their permission-controlled work areas.

Explore a team with us.

See how reporting lines, staffing, and proposed changes fit together.

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