OrgChart Now Help Guide

Table of Contents

PeopleHR Connector Setup (Viewer)

Audience

Audience: Administrator Users Edition: Enterprise

Overview

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.

    PeopleHR_Connector_Viewer.png
  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.

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

  7. Click Load Now.

    2020-11-23_18-17-37.png
  8. Click Refresh.