OrgChart Now Help Guide

PeopleHR

Audience:

Audience: Administrators Edition: All Editions

Overview

PeopleHR is a web-based Human Resource Management software. OrgChart Now directly connects to PeopleHR. The following article contains a list of frequently asked questions pertaining to PeopleHR's compatibility with OrgChart.

FAQ

  1. How do I set up my connection to PeopleHR?

    The PeopleHR Configuration article will guide you to set up the correct settings in PeopleHR to connect to OrgChart. The articles for Setup in Viewer and Workbench will help you connect that configuration to your OrgChart account.

  2. Can I pull photos from PeopleHR into my org charts?

    Enterprise customers can import photos directly from People HR. Team customers can reference the article "Working with Photos" to view a number of other methods available to pull photos into OrgChart.

  3. Can I limit the fields that a user is able to pull from PeopleHR?

    Yes.

  4. What fields can I pull from PeopleHR?

    OrgChart pulls the following PeopleHR fields by default:

    • Employee ID

    • Reports To Employee ID

    • First Name

    • Last Name

    • Employment Type

    • Email ID

    • Job Role

    • Department

    • Location

    • Reports To

    • Known As

    • ContactDetail_WorkPhoneNumber

    Enterprise customers can specify a PeopleHR query, and include any additional and custom fields associated with an Employee object.

  5. Can I merge data from a secondary source with PeopleHR data?

    Yes.

  6. Can I embed org charts (generated from PeopleHR data) into my intranet?

    Yes.

  7. Can I add open requisitions from PeopleHR into my org charts?

    OrgChart Now does not pull PeopleHR vacancies. However, you can append open requisitions to your org chart by connecting to a separate ATS. Reference the Connector page to verify that OrgChart Now supports your Applicant Tracking System.

  8. Can I filter which records are included in my org charts?

    Yes.