Org Planner

Under the 'Insight' tab at the top of the home page. There is a column on the left side of the page labeled 'Organization.' Click on 'Org Planner'.

The Org Planner will make things a lot easier for you. You can use the planner to make plans for the future of your company. Just start by clicking +New Chart in the top right corner.

A couple things you can do with the Org Planner:

1- If you are having some employees move departments. You can do that by dragging their picture into that new department.

2- You can add a new department of jobs that you want to add. By just clicking the box on the right side with the multiple people in it. Just name the new department, add the number of people you want to be there to be, click new, and finally just click save.

3- Add in new employees by just clicking the box on the left side. add in there name, department, title, and finish off by clicking new and save. 4- Change the colors of the chart. By scrolling toward the bottom of the page. Just click 'edit' then choose the colors you would like.

Notice with the more direct reports you make. It updates the number at the very top admin of how many direct reports they have.

When you are all done with your plan you are able to download it or save it. Both are located at the top of the screen on the right side.