Accessing the Org Chart Builder

• Go to the "Insights Tab" on the home page 
• On the left under "Organization" select "Org Chart Builder"

Starting a New Org Chart

• Select "New Chart" on the top right side of the page
• Note: it is important to select who's team you'd like to see.  You can look at any level of manager but if you really want to focus on a specific team, select the manager they will report to. 
• You'll then see the current Org Chart in Motivosity 

Forecasting

• On the bottom right of the page you'll see a key
• Select "Edit Labels" and put in the months or quarters you are forecasting for
• 
• Select the single person button while hovering over the person who will have a direct report
• Select the three person button while hovering over the person who will have multiple new hires in the same role.
• Add the details of the person who will be hired.  This could include:
  • Names of the people you already have identified to hire
  • "TBH" To Be Hired after you do interviews
  • Include an annual on monthly salary so you know the cost of the new hire
  • You can customize his however you want.
• After you have completed your OrgChart Design you can name it and save it.