Find The Best Organizational Chart Tool For Your Business 

 

 

 

Traditionally, the HCM org chart is a visual tool that provides a clear representation of who is employed within your organization today.

But what if it was more than that?

What if you could use your org chart to understand how changes in employee status would impact your departmental goals? Or compare operations today to operations three months from now when you’ve onboarded three new employees? 

 

At SyncHR, we have a very different idea of what makes an HCM org chart tool the best one for a given organization. We think the org chart has a lot more to contribute than simple visual planning – but only when it’s paired with person-position management, which separates the person record from the position record. 

 

“Downloading and printing out your org chart is just the first step,” explains Jennifer McCabe, Solutions Consultant at SyncHR. “It only represents a fraction of the value of the data you have around employees and positions. What organizations should be looking for is a clear view of all occupied and unoccupied positions, which offers a true reflection of your organization at any point in time.”

 

Click here to learn more about position management on SyncHR

 

Person-position management introduces several helpful functions into your HCM that makes your org chart tool infinitely more useful. It retains the record of the position, creates a budget placeholder for when this position is to be filled again, and allows you to see position data in the past, present or future. In short, it unlocks the full potential of your HCM data, turning your HCM org chart into a highly practical and functional tool.

 

Here are three ways an interactive HCM org chart tool like SyncHR empowers HR teams to capture and share valuable insights about managing an organization’s human capital:

 

1.  Understand how staffing affects the big picture by viewing org chart based on effective dates

When you separate the person from the position and your HCM org tool can be organized by effective dates, your org chart tool can offer valuable insights about human capital in the past, present, and future. Not just for filled positions, but for position placeholders that represent pending terminations, layoffs, or hire dates.  You have all of the data you need to understand how your staffing affects your big-picture goals and timelines. 

 

“Other HCM org chart tools show the relationship between people in a given position, but that data is tied to a person, and when that person leaves, you lose the data,” explains McCabe. “For example, the HCM tool shows that Anesh reports to John, not the Solutions Consultant reports to the VP of Sales. When Anesh leaves, there’s no placeholder on the org chart to capture a record of that position.”

 

SyncHR in action: See how unfilled positions based on effective date affect departmental goals

 

This is an incredibly helpful feature for organizations anticipating a change in staffing in the future, experiencing a lot of turnover, going through a high-velocity growth period, or ramping up a particular product or initiative that requires the build-out of a large team in a short period of time. 

 

“An org chart tool based on position management lets you see an accurate view of your workforce today, or at a particular future date when there’s been turnover or change,” explains McCabe. “If you know you’re having an acquisition in 3 months and want to enter in new positions today but have them effective 3 months from now, you can create that interactive org chart and see a true reflection of your organization as of that date.”

 

 

2.  Accurately plan for the “what ifs” of various hypothetical situations

The traditional org chart simply represents where the organization is today – what’s true in a particular moment in time. But in real life, an organization is constantly changing, considering new plans for the future and testing out new ideas. With an HCM org chart tool like SynchHR, you have the ability to map out hypothetical situations and gain insight into how different scenarios will affect your staffing needs. 

 

For example, how will your next product release affect your workforce? SyncHR’s drag and drop feature allows organizations to create an easy visual that maneuvers and maps visions of how future changes will impact the business – with real data built into the final result.

 

Source

 

“With this technology, the HCM org chart tool becomes a more strategic tool for both the leadership of an organization as well as the everyday user,” says McCabe. “It provides an incredibly practical view of how headcount – active or retroactive on a certain date – affects the org chart, finances, departmental budgets, and staffing. Users can model what the future looks like and see real data tied to that hypothetical scenario.”

 

 

3. Accomplish faster and more accurate team changes

In traditional HCM platforms, reorganizing and realigning teams can be a burdensome manual task – a task that leaves room for error, like any complicated data entry effort. An interactive HCM org chart tool reduces the time and effort that goes along with these kinds of administrative tasks, turning what once would require a few hours of careful keying into a one-click job.

 

“Let’s say you need to make a significant departmental change in SyncHR, moving the entire payroll team from accounting and into finance,” says McCabe. “With the drag-and-drop functionality, it’s simply a matter of dragging and dropping – and confirming the change -- to put that reorganization into effect. The platform will also ask you to capture the effective date, which means you’ll always have access to that timeline of when the changes were made. You end up capturing a long, rich history of relationships and how the team has evolved built into the tool. 

 

Bringing the HCM Org Chart to Life

The org chart tool is so much more than a paper print out – and it can deliver so much more value than simply visualizing which employees are on your staff today. SyncHR’s HCM org chart tool allows you to work inside the present and future timeline of your organization’s workforce planning, adding or editing new positions right within the visual tool – and capturing rich insights you can use in real-time.

Want to learn more about how SyncHR can provide better data accuracy and perspective for confident decision making? Schedule a demo

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Sarah Greesonbach

Sarah Greesonbach

Sarah Greesonbach turns cutting-edge research and data into captivating HR technology marketing content. She loves to consider the possibilities of humanizing, organizing, and minimalizing all things HR, and her writing helps HR executives and professionals develop their instincts and arrive at actionable insights for employee engagement and business performance.

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