Easiest Way to Create an Organisational Chart With SharePoint 2013

Are you in charge of managing human resources in an organization? Then learning how to build an organizational chart would be a good idea. After all, what better way can there be to showcase the position of every employee, as well as highlight their responsibilities and performances, all visible at a glance? If your organization uses SharePoint 2013, then you are in luck. It has a web part that you can use to create an organizational chart quickly, with just a few clicks. Here's how.

Add the web part for organizational chart to the page

First off, edit the page in which you want to add the chart. Click on Categories; then on Social Collaboration, and finally on Organizational Browser. Click on Add to proceed. The web part will now be added to the page.

Configure the web part

When you first add the organizational chart to the page, it will only display your name. You need to add the reporting structure to let SharePoint know which employee reports to which manager. You can do this by opening up the SharePoint Admin Center and then clicking on User Profiles. Then, click on Manage User Profiles.

Edit the profiles

Locate the profile you need to edit, and place the mouse cursor on the right side of the profile name. You will notice a drop down arrow appear. Click on it and a menu will open up. In that menu, click on Edit My Profile. You will see a host of options here, among which one will be Manager. This is the only field you need to fill up right now, for the purpose of creating the organizational chart. Select the name of the manager for the particular employee and click on Save at the bottom of the window. Please note that the manager's name has to be present as a licenses user of SharePoint in the Office 365 suite. Repeat this for every employee across the organization.

Now return to the page

Once you have added the names of the managers for every employee, return to the page to which you have added the organizational chart. You now have an interactive organizational chart for your organization.

On a final note, the amount of time needed to create this chart would vary according to the number of employees in your organization. Also, using third party SharePoint charting tools may help you speed up the task and add more graphical enhancements to the chart.

The author has been a domain expert on SharePoint for many years now, and swears by software suites like Collabion, which help him to quickly prepare in-depth charts and graphs and provide actionable insights to decision makers in the boardroom.

For more information on Collabion, visit http://www.collabion.com.



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