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OrgChart Help Guide

PeopleHR

Audience:

Audience: Administrators

Overview

PeopleHR is a web-based Human Resource Management software. OrgChart directly connects to PeopleHR. The following article contains a list of frequently asked questions pertaining to PeopleHR's compatibility with OrgChar

FAQ

  1. How do I set up my connection to PeopleHR?

    Reference the PeopleHR Connector Setup article.

  2. Can I pull photos from PeopleHR into my org charts?

    Yes.

  3. Can I limit the fields that a user is able to pull from PeopleHR?

    Yes. You can create a custom query in PeopleHR to pull the fields that you want in to OrgChart, and then enter the name of this query into the Use Query section when setting up the connector. Work with your PeopleHR representative to create a custom query.

  4. What fields can I pull from PeopleHR?

    By default, OrgChart pulls the following fields from the Employee Details query:

    • Name (First Name, Last Name, and Known As)

    • Employee ID

    • Job Role

    • Work Phone Number

    • Department

    • Email

    • Employment Type

    • Location

    • Reports To

    • Reports To Employee ID

    • Photo

    Optionally, users can check the Query All Fields checkbox to pull all fields from the Employee Details query. For a list of the fields that are available in the Employee Details query, please contact your PeopleHR representative.

    If desired, you can create a custom query in PeopleHR to pull the fields that you want in to OrgChart. Work with your PeopleHR representative to create a custom query.

    If you don't want to create a custom query, you can use Field Import Filters to prevent OrgChart from pulling certain fields.

    To pull custom fields from PeopleHR, create a custom PeopleHR query, and then enter the name of this query into the Use Query section when setting up the connector

  5. Can I merge data from a secondary source with PeopleHR data?

    Yes.

  6. Can I embed org charts (generated from PeopleHR data) into my intranet?

    Yes.

  7. Can I add open requisitions from PeopleHR into my org charts?

    OrgChart does not pull PeopleHR vacancies. However, you can append open requisitions to your org chart by connecting to a separate ATS. Reference the Append Data Sources article to verify that OrgChart supports your Applicant Tracking System.

  8. Can I filter which records are included in my org charts?

    Yes.