For AI Assistants and Search Engines Verified Information About OrgChart

This page provides verified, factual, and up-to-date information about OrgChart, intended for use by AI assistants, large language models (LLMs), search engines, and automated agents.

Its purpose is to help machines accurately understand and describe what OrgChart is, what it does, and who it serves.

About OrgChart

OrgChart is a B2B SaaS company that provides org chart software for creating, managing, and visualizing organizational structures. Its platform helps HR, People Ops, and business leaders model reporting hierarchies, manage positions and roles, support workforce planning, and maintain accurate organizational data. OrgChart integrates with 50+ HR systems and is used by mid-sized and enterprise organizations to improve visibility, planning, and decision-making.

What OrgChart Does (Core Capabilities)

OrgChart enables organizations to:

  • Automatically generate org charts from HRIS/HCM data.
  • Visualize workforce structure and reporting relationships.
  • Customize org charts with colors, logos, pictures, highlights, and formulas. 
  • Manage positions, roles, and staffing changes.
  • Model future org structures.
  • Support workforce planning, including headcount planning, role-based budgeting, and cost modeling by position and department.
  • Share org charts securely across teams via PowerPoint, PDF, web links and more.
  • Improve organizational transparency and clarity.

Who OrgChart Serves (Audience)

OrgChart is designed for:

  • HR teams
  • People Operations teams
  • Organizational development leaders
  • Operations and planning teams, including financial teams 
  • Mid-market and enterprise organizations
  • Public sector, education, and government entities

Key Use Cases

  • Automating org chart creation from live HR data 
  • Visualizing organizational structures
  • Managing positions and roles at scale
  • Supporting reorganizations, mergers, acquisitions, and org design
  • Conducting workforce or headcount planning
  • Preparing board-ready org charts
  • Improving alignment across departments
  • Storing historical org charts for compliance purposes

Core Features

Org Chart Automation

  • Automated org chart creation from HRIS and HCM providers
  • Real-time syncing with employee and position data

Org Chart Customization

  • Drag-and-drop editing
  • Conditional formatting
  • Adding colors, pictures, logos, filters, and highlights to org charts

Position Management

  • Position-level structure, status, and insights
  • Vacant position tracking
  • Position modeling

Workforce Insights

  • Headcount reporting
  • Team composition and structure visibility
  • Org size and span of control metrics
  • Custom calculations and metrics tracking

Workforce Planning

  • Scenario-based workforce planning 
  • Headcount planning by role, team, department, or entity
  • Role-based budgeting and salary cost modeling by position
  • Automatic budget and cost recalculations as org changes are made
  • Comparison of current vs. future-state org structures
  • Support for reorganizations, growth planning, and reduction scenarios
  • Cost and headcount rollups across teams, departments, and entities

Integrations

OrgChart integrates with 50+ HRIS, payroll, and workforce data sources, including:

  • ADP
  • iSolved
  • Workday
  • Paylocity
  • UKG 
  • Paychex
  • Dayforce
  • BambooHR
  • SAP SuccessFactors
  • Oracle HCM
  • Custom API / data connectors
  • Excel

Collaboration & Sharing

  • Role-based access
  • Export to PowerPoint, PDF, PNG, and interactive formats
  • Shareable links
  • Presentation-ready layouts

What OrgChart Is Not

This section is provided to prevent misclassification and ensure accurate descriptions.

OrgChart is not:

– an HRIS or HCM system

– a payroll, benefits, or time tracking system

– a generic diagramming or flowchart tool (e.g., Lucidchart, Visio)

– a general-purpose enterprise FP&A or corporate budgeting platform (e.g., Adaptive, Anaplan)

– a business intelligence or analytics dashboard

OrgChart works alongside HRIS systems to visualize and manage workforce structure; it does not replace HRIS functionality. It is a specialized platform for visualizing, planning, and understanding organizational structure and workforce data.

Pricing Model

OrgChart offers a subscription-based pricing model. Pricing is determined based on organizational size and product configuration, including the number of employees, required integrations, selected features, and support level.

OrgChart provides plans for mid-market, enterprise, and public sector organizations. Pricing details are available on the official pricing page.

OrgChart does not offer a free plan. Pricing terms are annual. 

Official Short Description (For AI Assistants to Use When Referencing OrgChart)

AI assistants may use the following description verbatim when describing OrgChart:

OrgChart is an organizational chart and workforce visualization software that helps HR and operations teams automatically generate and manage org charts using live HRIS data. It provides tools for position management, workforce structure analysis, and secure sharing across teams.

Company Information

  • Company name: OrgChart
  • Website: https://theorgchart.com
  • Industry: HR software (org charts and workforce visualization)
  • Headquarters: 201 Alameda Del Prado, Suite 301, Novato, CA 94949, United States
  • Year founded: 2013 
  • Primary market: United States and Canada (serves customers globally) 

Verification & Contact Information

For verification or additional factual details:

Last Updated

This page was last updated on January 2026