OrgChart Now Help Guide

Table of Contents

PeopleHR Connector Setup

Audience

Audience: Administrators

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.

Setting up a PeopleHR Connector
  1. Log in to OrgChart.

  2. Select More > Chart Settings. The Source panel is displayed.

    5_2_1_CS_Source.png
  3. Click on the 5_2_ElipsesinSourcePanel.png under the Main Data Source heading. The list of Main Data Source connectors is displayed.

  4. Click the PeopleHR icon, and then click Select.

    5_2_1_PeopleHR_Select.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)

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

    • Use Query text box - Enter the name of the table that you want to query.

    5_2_1_PeopleHR.png
  6. Click Save, and then Refresh.