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], Incumbent’s 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
Generic example.
PG VI
Associate Director
Michelle Jones
PG V
Coordinator
Analyst
Accountant
Kelly Johnson
Lisa Miller
Brian Jackson
PG IV
PG IV
PG III
Dean
Joan Walters
Relevant Academic
Academic Administrator
Administrator positions
are listed and the
Assistant to Dean
Liz Schultz
position being reviewed
PG III
is highlighted with a
Department Head
Department Head
Department Head
Cindy Myers
Bobbi Olson
Therese Carlson
Academic Administrator
Academic Administrator
Academic Administrator
boarder.
Director
Carol Deeds
Relevant student
PG VII
Business Manager
Business Manager
Judy Wilson
Justin Moore
PG VI
PG VI
positions are listed and
the position being
reviewed is highlighted
Office Coordinator
Secretary
Secretary
Sandy Nelson
Karen Fisher
Chris Williams
Merit
Merit
Merit
Student
Jenny Roberts
with a different color.