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Streamline Your HR Processes with Organizational Chart Creation

October 17, 2023

11:58 AM

By OrgChart Team

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A man sitting at a desk, working on a laptop. The laptop is open to an orgchart software program.

In the ever-evolving business landscape, effective HR management is a cornerstone of success. And the key to a well-functioning HR department lies in its ability to streamline processes, optimize communication, and enhance organizational efficiencies.

But oftentimes, HR personnel are bogged down with manual, time-consuming tasks instead of focusing on enhancing the employee experience. That’s why it’s so important to use the right technology – especially when it comes to your workplace org chart – to help simplify your HR management and achieve organizational clarity.

Why You Need Efficient Organization Chart Creation

Efficiency is necessary for any successful HR department, but many teams grapple with the challenges posed by manual processes – especially when it comes to org chart creation.

In short, manually creating an organizational chart involves the painstaking task of gathering employee data from various systems and spreadsheets, a process that can consume valuable hours spent navigating through folders and tabs.

Then the arduous process of entering individual data begins, fraught with the risk of human errors, typos, and inaccuracies. And just when you think you’ve completed your org chart, it’s all too common for someone’s job title to change or new roles to emerge, rendering your hard work obsolete and necessitating a frustrating restart of the entire process.

If that’s not troubling enough, manually-created org charts:

  • Can be complex. Organizational structures have evolved into intricate networks of departments, teams, and positions. Mapping these complexities by hand can be a daunting task. Each change in hierarchy, addition of new roles, or departmental shift demands an extensive revision of the chart. Furthermore, ensuring accuracy throughout these updates becomes increasingly challenging as the organization expands. The complexity of manually creating workplace org charts often results in charts that are not only error-prone but also challenging to decipher.
  • Are time-consuming. Time is a precious resource in the fast-paced world of HR management. Manual organization chart creation is a time-consuming process that can eat up hours (if not days) of valuable work time. And since HR professionals are often faced with a never-ending stream of tasks, like onboarding new hires and enhancing the employee experience, allocating substantial time solely to chart creation is difficult. This time constraint can therefore hinder the ability to respond swiftly to organizational changes and lead to outdated charts that fail to reflect the current state of the company.
  • Often lack clarity. One of the primary objectives of an organizational chart is to provide clarity. It should offer a clear, visual representation of the organization’s hierarchy, roles, and reporting structures. However, when org charts aren’t updated with every personnel shift, it can be challenging for people to understand their place in the organization or for new hires to quickly acclimate to their roles. This lack of clarity can lead to communication breakdowns, inefficiencies, and employee dissatisfaction.
  • Are housed in employees’ inboxes. It’s common for HR departments to email out the latest org chart. It’s then up to your people to keep track of the newest copy, which is clunky at best and can lead to inaccurate decision-making at worst.

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To address the above issues, many organizations are turning towards organizational chart software. Tools that specialize in org chart generation offer a streamlined, digital approach to organization chart creation, significantly saving time, reducing complexity, and providing a platform for creating charts that are not only accurate, but also visually intuitive.

Features of the Best Online Organizational Charts

Organizational chart software offers a comprehensive set of features that can significantly simplify HR processes and elevate your department’s efficiency to new heights.

Specifically, the right org chart software will provide:

  • Streamlined data integration: Online chart creation tools seamlessly integrate with your existing HR software and databases. This feature means no more tedious data collection from disparate sources or time-consuming spreadsheet navigation. The tools do the heavy lifting for you, automatically importing employee data and maintaining accuracy in real time.
  • Automation: With online chart makers, you can bid farewell to the monotonous data entry process. Automation takes center stage, reducing the risk of human error, typos, and inconsistencies. Best of all, your organization chart remains up-to-date without manual intervention.
  • Visual clarity: Visualization is at the core of an effective org chart. Online chart makers provide intuitive and customizable templates that enhance visual clarity, making it easier for employees to understand their roles and relationships within the organization.
  • User-friendliness: An intuitive interface makes your org chart accessible to HR professionals, managers, and employees – even those without extensive technical skills. And since the right software enables the inclusion of additional data for different levels of security – such as employee photos, contact information, and salary – managers can make the best decisions for their team and direct reports.
  • Collaboration options: Org chart software enhances collaboration by enabling multiple users to work on the org chart simultaneously. Whether team members are in the same office or located remotely, they can access and contribute to org chart projects (such as forecasting or workforce planning) in real time. Moreover, everyone has access to the same up-to-date data, making collaboration and decision-making that much easier.
  • Visualization capabilities: Org chart software offers a clear, at-a-glance view of the organization’s structure. Its visualization capabilities help users and stakeholders quickly grasp the hierarchy, reporting relationships, and roles within the organization, enhancing transparency and facilitating informed decisions.
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Benefits of Using Automated Org Chart Software

It’s safe to say that if you’re constantly creating organizational charts by adding, moving, and updating tiny boxes on a slide, you’re spending more time working on menial tasks instead of big-ticket items.

Alternatively, if you choose an online chart maker with the above functionalities, you’ll never have “update workplace org chart” on your to-do list. Instead, by automating repetitive tasks, you’ll have regained valuable time that can be redirected towards strategic initiatives like talent development, employee engagement, and workforce planning.

You’ll also see the benefits of:

  • Increased accuracy: Automation reduces the likelihood of human error, ensuring that your organization chart and other HR-related data remain accurate and consistent.
  • Improved efficiency: Streamlined processes improve overall departmental efficiency, enabling HR teams to respond swiftly to organizational changes and maintain a well-structured workforce.
  • Higher employee satisfaction: Clear and up-to-date organization charts improve communication, reduce confusion, and enhance employee satisfaction, ultimately contributing to a healthier work environment.
  • Detailed insights: HR teams and other decision-makers can break down employee data – such as by office location, performance rating, or at-risk talent – to help create actionable plans to support and empower their workforce.

Interested in learning specific ways to use organizational chart makers? Read 10 ideas here.

Simplify Your HR Management with Software for Org Charts

The adoption of org chart software is a transformative step towards optimizing your HR processes and fostering organizational success. By harnessing the power of this software, organizations can streamline their HR operations, save time, enhance collaboration, and gain a clearer view of their workforce, all of which contribute to a more efficient and effective organization.

Ultimately, by embracing software for org charts, your HR department can simplify its processes and create an environment where employees thrive within a seamlessly structured organization.

Your organizational chart software should be intuitive, but questions are always bound to come up. That’s why it’s also important to choose a tool that has a dedicated support team to help you navigate any changes.

Here at OrgChart, we prioritize our customers to ensure they have a stress-free, streamlined experience. Read more about it here.

  • Connects directly to our HRIS and updates on a normal cadence — we choose daily. You can also update as needed. Took several hours a month of org chart planning off of our plates … the ROI in terms of time spent is fantastic.

    Verified User in Pharmaceuticals,

    Mid-Market (51-1000 emp.)

    Read more reviews on OrgChart’s G2 profile

  • OrgChart creates a perfect org chart that’s easy to update every time. Saves battling with MS Visio every time there a staffing change.

    Leo C.,

    Managing Director Mid-Market (51-1000 emp.)

    Read more reviews on OrgChart’s G2 profile

  • It’s great for seeing our entire organization in a few clicks.

    Jason G.,

    Enterprise (> 1000 emp.)

    Read more reviews on OrgChart’s G2 profile

  • OrgChart is taking our very manual org chart creation and making it easier to make changes. We were also able to easily add the new photos we took of all employees.

    Jacqueline W.,

    Mid-Market (51-1000 emp.)

    Read more reviews on OrgChart’s G2 profile

  • Extremely easy to implement and use. Easy and fast to create charts, allowing the information to be always updated and even better, customised.

    Carolina F.,

    Sales Operations Lead

    Read more reviews on OrgChart’s G2 profile

  • The only comprehensive Org Chart software! Easy to set up templates, upload information, and build comprehensive charts. We have used the software to understand the span of control and ultimately organizational design.

    Jillian P.,

    Head of Talent Acquisition & Onboarding Mid-Market (51-1000 emp.)

    Read more reviews on OrgChart’s G2 profile