Manually build your org chart.

Before you can build an org chart, you need to complete these steps:

• Add people to your organization. See Manually add people to an organization.

1.  From your dashboard, In the Organization field, click the down arrow and choose the organization to which you wish to add the chart.                  

           

          2.  Click the Charts tab.

         

          3.  Click New Chart.

             

                                Note: You have three (3) options:

• • • • • • • • Practice with a sample chart
              • Build your chart using a predefined template or from scratch
              • Automatically create an org chart by importing data

          4.  Click the Pencil tile to create an org chart from scratch.

         

            5.  On the New Chart screen, in the:

• • • • Chart Type field, click the down arrow and select Traditional
      • Chart Name field, type the name of your new chart
      • Organization field, click the down arrow and select the organization where you wish the chart to appear

                       

             6.  Click Save.

             7. Drag and drop members from the talent pool into your org chart.

Related articles:

• How to create an organization.
• How to rename an organization.
• How do I display my organization's talent pool (Roster)?

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