OrgChart Now Help Guide

Table of Contents

PeopleHR Connector Setup (Viewer)


Audience: Administrator Users Edition: Enterprise


PeopleHR is a web-based Human Resource Management software. OrgChart Now directly connects to PeopleHR. The following article provides step-by-step instructions for setting up a PeopleHR connector in OrgChart Viewer. Reference the PeopleHR Connector Setup (Workbench) article for more information on setting up a PeopleHR connector in OrgChart Workbench.

Setting up a PeopleHR Connector
  1. Log into OrgChart Now Viewer.

  2. Select More > Chart Settings.

  3. Click on the Excel icon underneath the Main Data Source heading (on the Chart Settings: Source page). The Main Data Source list appears.

  4. Click the PeopleHR icon from the list of available data connectors, and then click Select.

  5. Enter the following information into the corresponding text boxes:

    • API Key - The API Key copied to your clipboard (in step 9 of the PeopleHR Configuration article)

    • Query Name - The API Key name (defined in step 5 of the PeopleHR Configuration article)

    • Use Query checkbox - Check to query data outside of the Employee Table.

  6. Click Save.The Field Mapping Configuration Alert appears.

  7. Click Load Now.

  8. Click Refresh.