Org Chart Template

An org chart database that maps employees, managers, departments and open roles, with grouped views and a headcount dashboard for planning.

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What is an org chart template?

An org chart template maps employees, roles, departments and reporting lines so everyone can see how the company is structured. Stackby's Org Chart template stores your company org chart as a database: each person links to a manager and a department, and grouped views show the hierarchy. Because it is data and not a drawing, the same organizational chart template supports headcount planning and reporting.

Who should use this organizational chart template?

HR teams, founders and department heads at growing companies who update a slide every time someone joins or moves. It suits anyone who wants a reporting structure template that feeds onboarding, workforce plans and the staff directory, without buying org chart software.



Template Features:

Title:Structured Article Database
Desc:Store every guide, SOP and policy as a record with rich text, attachments, category and tags instead of scattered documents.

Title:Ownership & Review Dates
Desc:Assign an owner and a review date to each article, and filter for content that is due for a refresh.

Title:Fast Search & Filtering
Desc:Find answers by keyword, or group articles by team, topic or status to browse the wiki like a library.

Title:Role-Based Permissions
Desc:Let the whole team read while named owners edit, with column-level restrictions protecting status and approval fields.

Title:AI Summaries & Tagging
Desc:Use AI fields with your own OpenAI, Gemini or Anthropic key to summarize long articles and suggest tags.

Key features of the Stackby Org Chart template

  • People table with reporting lines: Link each employee to their manager to record who reports to whom.
  • Departments and teams: Link people to departments, teams and locations, with rollups for headcount.
  • Grouped hierarchy views: Group list or gallery views by department or manager to browse the team structure chart with photos and titles.
  • Open and planned positions: Add vacant or proposed roles as records and track hiring status.
  • Headcount dashboard: Chart headcount by department, location, level and employment type.
  • Bulk import from CSV or Excel: Load your employee list in one step and keep it in sync through the API, Zapier or Make.

How to build your org chart

  • Copy the template and import employees from CSV or Excel.
  • Link each person to a manager and a department.
  • Add open and planned roles with a status.
  • Share a read-only view with the company and review the headcount dashboard.

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Frequently asked questions

Can I plan open roles and restructuring?
Yes. Add planned positions as records with a status such as Open or Proposed, and compare current and future headcount by department in a dashboard.
Can I import employees from a spreadsheet or HR system?
Yes. Import a CSV or Excel file to create records in bulk, or sync from an HR tool through the Stackby API, Zapier or Make.
Can I share the org chart with the whole company?
Yes. Share a read-only view grouped by department or manager, and hide sensitive columns such as salary or personal contact details.
What is an org chart template?
An org chart template maps employees, roles, departments and reporting lines in a database, so you can see who reports to whom and where there are gaps.
How do I build an org chart in Stackby?
Add employees to the People table, link each person to their manager and department, then group the list or gallery view by department or manager to see the hierarchy.

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