This article shows you how to integrate your Org Chart with Paylocity. To do so, export your data from Paylocity and import into Organimi.
- Speak with your administrator about exporting data in a .csv file format.
- Follow Organimi's data import specifications to prepare the .csv file for import. For details see, Creating An Excel / CSV File For Import.
- Import the completed .csv file using Organimi's data import wizard. For details see, Creating An Org Chart By Importing Data.
- Now that your Org Chart is in place, build, modify and customize your Chart. Organimi provides you with lots of step-by-step instructions, FAQs, videos, and tips for working with your Chart. For details see, How to Create an Org Chart.
For details on editing your Chart see, Editing an Organizational Chart.
For chart sharing options see, Sharing your Org Charts, Photoboards & Directories.
Printing and Exporting
Print and export your Org Chart or share it online using Organimi's printing and sharing options. For details see, Printing and Exporting Org Charts in Organimi