Instructions for Creating an Organizational Chart

When submitting a Position Description Questionnaire (PDQ) for a P&S position, a

departmental organizational chart to show all the positions and reporting relationships is
required to be submitted. This chart should include all P&S and Merit positions, and any
Faculty or Academic Administrator positions relevant to the P&S position being reviewed. If
you do not already have an existing chart, here are some instructions for developing one using
Microsoft Word.

MS Word 2003
1. Click Insert on the File menu.
2. Select Picture, then Organizational Chart.
3. Use the Org Chart toolbar to insert additional position boxes and to change the layout.

MS Word 2007
1. Click the Insert tab.
2. Click on the SmartArt button from the Illustrations group.
3. On the left menu, click on Hierarchy.
4. In the middle section, click on the first graphic titled Organizational Chart, then click
the OK button.
5. You will then be able to begin entering: Position Title [Enter key], Incumbents Name
[Enter key], and Pay Grade.
6. Use the SmartArt Tools (Design and Format tabs) to rearrange and format the
organizational chart appropriately.
7. For further assistance with creating an organizational chart, click on the ? button in the
top right-hand corner of the screen, type Organizational Charts into search field, click
on Create an organization chart.

027 Gilchrist Cedar Falls, IA 50614-0034 P: 319-273-2422 F: 319-273-2927 hrs-mail@uni.edu http://www.uni.edu/hrs/

Here are some examples you may reference as you create your organizational chart:

Director
John Smith
PG VI
Generic example.

Associate Director
Michelle Jones
PG V

Coordinator Analyst Accountant

Kelly Johnson Lisa Miller Brian Jackson
PG IV PG IV PG III

Dean
Joan Walters
Academic Administrator Relevant Academic
Administrator positions
Assistant to Dean
are listed and the
Liz Schultz
PG III position being reviewed
is highlighted with a
Department Head Department Head Department Head
Cindy Myers Bobbi Olson Therese Carlson
boarder.
Academic Administrator Academic Administrator Academic Administrator

Director
Carol Deeds
PG VII
Relevant student
Business Manager Business Manager positions are listed and
Judy Wilson Justin Moore
PG VI PG VI the position being
reviewed is highlighted
Office Coordinator Secretary Secretary
Sandy Nelson Karen Fisher Chris Williams with a different color.
Merit Merit Merit

Student
Jenny Roberts