● Creately Atlas
Creately Atlas · Plan your org Live · For HR, People Ops and Finance

Plan the reorg before you announce it.

Atlas turns your HR data into an org chart you can plan on. Try reporting, headcount and cost changes on a copy, see who gets overloaded and which roles have no successor, then share the plan with leadership. The live org chart stays untouched until you’re ready.

Starts from your HR dataImport a spreadsheet or connect your HR system
Problems found for youOverloaded managers, open roles, missing successors
Nothing changes by accidentPlans stay separate until you approve them
RECORDED IN ATLASSuccession planning · sample organization151 people · succession lens
Recorded in the Creately Atlas editor with a sample organization.
The full picture of the organization

An org chart shows who reports to whom. Atlas shows what that structure means.

Roles, reporting lines, capacity, skills, succession, and planned work belong to the same organization. Atlas keeps those connections visible so a person — or an AI agent — can reason across them without reducing the answer to a chat transcript.

01 · People dataWho is here

People, positions, departments, tenure, skills, and the fields your organization needs.

CSV · HRIS · manual editing
02 · RelationshipsHow the organization works

Reporting lines, teams, roles, vacancies, successors, projects, and ownership.

Source-backed and versioned
03 · AtlasA living organization model

Purpose-built views and questions over the same connected organizational context.

Inspectable by people and AI
Ask across the organization

Questions that usually take three exports and a meeting.

Atlas resolves the people, reporting, skills, and planning context first — then shows the answer on the organization itself.

Structure + manager capacityWhere is span of control too wide — and what is downstream?See the span view →
ASK ATLAS

“Which teams become overloaded if the customer migration starts in Q4?”

Source-backed findingSecurity Operations crosses its planned capacity by 18%.

Four people are already committed to Identity Modernization. The proposed migration adds two critical-path activities owned by the same team.

Team allocation · updated todayQ4 migration scenario · draft4 connected sources
Purpose-built views

Change the view. Keep the organization underneath.

A view does not create another copy of the org. It changes what the same model emphasizes — so People Ops, HRBPs, and leadership can inspect the question in front of them.

ATLAS VIEWS151 people · sample organization
Creately Atlas default view: the org chart as photo cards — CEO, leadership team, and directors with report counts.
LocationBandCost centerManagement levelWorkload & commitmentsTime travel · as-of date
Plan without touching the live organization

Model the change. See the impact. Decide together.

A scenario records proposed additions, removals, moves, and field changes as deltas from the live organization. Compare structure, span, cost, capacity, and risk before anything becomes real.

01

Describe or make the changeMove a team, add roles, remove a layer, or ask Atlas to draft the scenario.

02

Inspect what changedEvery affected person, relationship, and impact stays visible.

03

Apply only when readyCompare, share, edit, or discard. The live model remains untouched.

Creately Atlas draft changes dialog over the live org chart: three proposed changes, successor nominations 0 to 2, with Discard and Submit — the live organization stays unchanged until the draft is submitted.
Start with the data you have

Bring people data in. Keep its source and history attached.

Upload a CSV, connect an available people-data source, or build manually. Atlas helps map fields, catches reporting cycles and missing managers, and shows what will change before the organization model updates.

SOURCESPeople and position dataCSV imports · HRIS connections · controlled manual changes
→
AI-ASSISTED MAPPINGReview before importSuggested fields · validation issues · created / changed / deactivated preview
→
ATLASOne current modelSource, mapping, history, and undo remain visible
Map unfamiliar columns

AI suggests where fields belong; a person confirms or changes the mapping.

Catch structural errors

Missing IDs, unknown managers, duplicate rows, and reporting cycles surface before import.

Undo the whole import

The organization update remains one reversible operation rather than hundreds of hidden edits.

Sensitive context stays controlled

The same organization. A view appropriate to each person.

Compensation, succession, and demographic context should never become casually visible because it exists in the model.

Executive viewStructure, risks, and approved scenariosDecision-ready context without exposing every underlying field.
HR confidentialSuccession and compensation contextRestricted to explicitly authorized People leadership.
Manager viewTeam structure and relevant people contextOnly the fields needed to understand and manage the team.
Shared organizationNames, roles, departments, and reporting linesA clear organization view without hints that hidden fields exist.
The bridge from Creately’s roots

Start with an org chart. Grow into the full picture of the organization.

The familiar visual structure remains. Atlas adds connected data, purpose-built views, questions, history, and scenarios — without making people abandon the picture they already understand.

THENA chart of reporting linesUseful, visual, and shared.
→
NOWA model people and AI can work fromConnected, inspectable, and controlled.
Common questions from HR and People leaders

What teams ask before planning their organization.

What is Creately Atlas?
Creately Atlas is an organization planning and people discovery product. It connects people, positions, reporting lines, skills, and workforce data in a visual model so HR, Finance, and leadership teams can understand their organization and plan changes.
What is the difference between Creately Atlas and Creately Org Chart Software?
Creately Org Chart Software helps teams visualize roles and reporting relationships. Atlas extends that work with connected people data, workforce views, history, and scenarios for headcount, reorganization, and succession planning. The org chart is one view of the organization model in Atlas.
Can Atlas model reorg scenarios before changing the live organization?
Creately Atlas lets teams draft changes to positions, reporting lines, and headcount in planning scenarios. A saved scenario does not change the live organization or update an HR system. Teams can inspect the proposal before an authorized person applies changes.
What data sources can Atlas use?
Creately Atlas supports CSV imports, Google Sheets, Excel Online, Google Workspace, Microsoft Entra ID, and BambooHR. Teams can also build a model manually. Import mapping and validation help identify missing managers, reporting cycles, and other data issues before an update.
How is Creately Atlas priced?
Basic Atlas, including org charts and structural views, is included on every Creately plan, even Free. Advanced Atlas, with scenarios, succession and compensation views, and sensitivity controls, can be added to a Pro or Business plan for $3 per employee a month. See current Creately plans or talk to us about volume pricing for larger organizations.
What security controls does Atlas provide for HR and employee data?
Creately Atlas uses folder and document permissions to govern access to HR records, supported by the platform’s encryption and enterprise identity controls. Review Creately’s security documentation for its SOC 2 Type II report, ISO 27001 certification, and data handling practices.
How does Atlas control access to compensation, succession, and demographic information?
Atlas uses sensitivity tiers to control access to sensitive fields, including compensation, succession, and demographic information. Restricted fields are hidden from users who lack the required access level. Review access permissions and the information included in shared views and exports before sharing.
The full picture for your organization

Understand the organization you have. Plan the one you need next.

Bring the relevant people context together, let AI help surface the impact, and keep every organizational change visible and in human hands.