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Streamlining Organizational Chart Creation with Worday

Org Chart
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September 25, 2023
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4
min read
In today's fast-paced business world, having a clear and up-to-date Organizational Chart is crucial for effective communication and decision-making. If you're using Workday to manage your employee data, transitioning to our Org Chart solution can offer you a range of benefits that will make your Organizational Chart creation process more efficient and versatile.



In this blog post, we'll walk you through the steps to create an Organizational Chart effortlessly using Workday.

Step 1: Access the Workday Org Chart

Step 2: Select Print "Org Chart" option

Step 3: Input the Relevant Information

With the CSV template at your disposal, start inputting the necessary information from your Workday export. This typically includes data like employee names, job titles, departments, reporting relationships, and any other details you want to include in your Organizational Chart.

Step 4: Create Your Organizational Chart

Now that you have your employee data formatted in the CSV file, head over to the Org Chart. Select the CSV file as the format for creating your Org Chart. We will import the data from your CSV file and automatically generate an Organizational Chart based on the information you've provided.


Why Transition from Workday to Org Chart?

1. Diverse Organizational Chart Views: Unlike some traditional tools, Org Chart offers you a range of view options, including compact and standard views. This flexibility means you can tailor your Organizational Chart to fit your Organization's unique needs and preferences.

2. Multiple Export Options: We understand that different situations call for different formats. Org Chart provides you with three export options: PDF, CSV, and image. Whether you need to share your Organizational Chart electronically or in print, we've got you covered.

3. Easy Expandability and Hiding: Managing a dynamic organization can be challenging. Org Chart simplifies this by allowing you to effortlessly expand or hide specific parts of your Organizational Chart. This feature is invaluable when you need to focus on particular departments or teams.

4. Effortless Duplication: Need to create a new Organizational Chart from an existing employee or specific department? With Org Chart, it's just a click away. Easily duplicate entire Charts or specific sections to save time and maintain consistency.

5. Custom Fields: Every organization is unique, and so are its data needs. Org Chart empowers you to create custom fields, ensuring that your Organizational Chart captures all the essential information for your business.

6. Dotted Line Reporting: Many organizations rely on dotted line reporting structures to represent complex relationships within their hierarchy. Org Chart supports this feature, providing a more accurate reflection of your organization's dynamics.

Whether you're a human resources professional, a manager looking for better insights into your team's structure, or simply someone tasked with keeping your Organization's Chart up to date, creating your OrganizationChart with Org Chart by Time is Ltd. can significantly simplify your workload and improve the quality of your organizational Charts.



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Article by
Jan Rezab
Serial entrepreneur for 19 years, founder and CEO of Time is Ltd., the world’s leading employee experience & engagement SaaS company. Prior to Time is Ltd., Jan was the CEO & Founder of Socialbakers (now Emplifi), which had a successful exit to Audax Private Equity in late 2020. Jan is an investor and entrepreneur involved in projects ranging from driving the future of work, sustainable mobility, to improving air quality.
Article by
Jan Rezab
Serial entrepreneur for 19 years, founder and CEO of Time is Ltd., the world’s leading employee experience & engagement SaaS company. Prior to Time is Ltd., Jan was the CEO & Founder of Socialbakers (now Emplifi), which had a successful exit to Audax Private Equity in late 2020. Jan is an investor and entrepreneur involved in projects ranging from driving the future of work, sustainable mobility, to improving air quality.

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