USA
Mexico
Colombia
Costa Rica
Chile
Peru
Brazil
Spain
France
UK
Italy
Germany
Netherlands
PortugalOnboarding
How to choose a software for creating organizational charts
Security, usability, and simplicity are some of the basic points to consider when choosing a software to create business organizational charts.
Marcos Lopez
HR Consultant
6 of February, 2025
To have a complete vision of the company it’s important to have an updated organizational chart. This is a way to know your organization’s structure and your team, it’s a visual map to know the job position each member of the company holds, as well as their functions and responsibilities.
Do you think your business needs software to create organizational charts and thus improve your onboarding processes? Having a program or a tool to create online organizational charts is the easiest way to create professional organizational charts, but what are the most basic features of organizational chart design software and which ones interest your company?
Why use software to design organizational charts?
When establishing a good human resources plan, it is key to defining an organizational chart of the company that will determine the structure of the organization, the description of job positions, and collect valuable information.
Before having a business organizational chart template, it’s better to implement software to create organizational charts, which will help you identify the heads of departments that need more support at each stage of the year, as well as the lack of human resources in any department. In other words, this type of tool helps you to trace relationships, establish clear lines of authority, define existing roles, and plan for the future.
Defining a team’s organizational chart and the place each employee occupies in the company facilitates new hires to find their place easily, know whom they can turn to, and much more.
Therefore, if you opt for software to create an organizational chart, you can facilitate and speed up the welcome process, as well as communicate to the rest of the team who the new workers are and what positions they occupy. In short, an organizational chart is used to know each employee, each job position, and each name.
What should you ask of a good organizational chart creation software?
We reveal the basic features of software to create organizational charts that you should pay attention to: First, these types of solutions should allow creating a business organizational chart with different hierarchies in a few steps. It should be a tool that simplifies the creation process and doesn’t take unnecessary time from your human resources department.
Another feature of organizational chart creation software is that it has training support to learn simply how it works and all its possibilities.
Depending on the size and nature of the company, you can generate a customized organizational chart, whether it’s a small business or a large international company with presence in multiple countries, you can use this type of software to generate online organizational charts.
Opt for a visual map of the organization that you can design with little information and that is an interface that offers security.
Another main feature is that you can export the organizational chart in different formats.
Before choosing any online organizational chart creator where you can reflect different levels and hierarchies, review the interface and make sure it is simple and usable.
The software to create organizational charts should allow other advanced functionalities and modules that can adapt to the needs of the company. With Sesame, in addition to defining organizational charts easily, you can create work shifts, manage employees’ vacations, tasks, and hours bank among other options.
Check that it can perform some automations and that your human resources team does not have to add all the data of new hires by hand.
Make sure the implementation process of this solution is fast and agile and does not entail major complications.
It should have customer service and technical support adapted to the needs of the company and that helps to solve any inconvenience in the implementation or use of the HR software.
In many cases, it can allow interaction with any area of the company that needs to consult this information.
The software to create organizational charts can be free or for a fee, in any case, you should know that free options are more limited than paid options. In any case, we recommend that you analyze the functionalities of the solutions you consider, the ease of use, and if it has a demo to test it.
Need help?
I'm Marcos López, HR consultant at Sesame HR. Book a meeting with my team to help you.