Question 1

I need a chart that filters out specific employee types

Accepted Answer

OrgChart allows you to filter records by any data field, so that you only see the records that you want. You can filter records at any time, or create charts that don’t include certain records based on your defined criteria.

Question 2

I need an updated PDF of my org chart every Friday

Accepted Answer

OrgChart allows administrators to configure auto-export, so that you and your stakeholders can wake up to a freshly updated OrgChart in your inbox without having to click a button.

Question 3

I need DEI charts for each department

Accepted Answer

OrgChart allows you to create custom formulas using any field in your dataset. For example, you can create and display formulas that calculate the gender percentage breakdown for each department. When it comes down to sharing these more sensitive charts, OrgChart allows you to control who can and can’t have access.

Question 4

I need my employee data to update automatically

Accepted Answer

Directly integrate your HR systems with OrgChart, and sync your data at your desired frequency. You can set your charts to automatically sync daily, or choose to manually refresh at any time.

Question 5

I need the presentation of my org chart to update as my employee data changes

Accepted Answer

OrgChart allows users to create Views that are driven by data, so that your org chart is always formatted correctly, even as your organization changes.

Question 6

I need to embed this chart in my intranet

Accepted Answer

OrgChart allows you to generate web links that can be embedded into your intranet. You can create restricted links that are only accessible from certain web pages, or public links that can be embedded anywhere.

Question 7

I need to give access to other people so that they can pull the information they need

Accepted Answer

OrgChart allows you to share your charts in multiple ways. You can embed org charts directly in your intranet, or you can integrate OrgChart with your SSO platform, so that people can get the chart they need, when they need it. OrgChart also offers granular security options, so everyone has the right access to the right information.

Question 8

I need to integrate this application with our SSO platform

Accepted Answer

OrgChart is SAML2.0 compatible, and integrates with most identity management platforms. You can also map your iDP security group and roles to OrgChart Access Groups so that permissions are synced across all systems.

Question 9

I need to know how many open/vacant positions we have

Accepted Answer

You can integrate OrgChart with your Applicant Tracking System, so that can display your open/vacant positions on your chart. OrgChart also allows you to create custom formulas, so that you can keep track of the metrics you care about.

Question 10

I need to know how much headcount I can afford to add at a certain location

Accepted Answer

The Planning module allows users to create custom metrics, set plan targets, and measure progress towards those targets as you model changes. Users can also define reference tables and lookup formulas that allow OrgChart to handle mutliple variables while planning, so if job level and location influence a position cost, the proper calculations are made.

Question 11

I need to know how my proposed changes differ from the current state of my org

Accepted Answer

You can review any of the changes you’ve made in your plan using the plan Activity Log. The Activity log can be sorted by date or change type, and it can be exported so that you can review the changes in an Excel format. If desired, you can also export your plan into a PDF or PPT and include a graphical depiction of the Activity Log, so that you can see a summary of the proposed changes on each page.

Question 12

I need to know the average span of control for each manager

Accepted Answer

OrgChart allows you to create custom formulas using any field in your dataset. You also have complete control over the parameters and scope of your formulas, so that you can tailor your metrics to your needs.

Question 13

I need to know the current and budgeted headcount for each department

Accepted Answer

The Planning module allows users to create custom metrics, set plan targets, and measure progress towards those targets as you make changes. You’ll always be able to see your progress towards your plan goals compared to the starting (current) value. Plus, OrgChart allows you to synchronize your plans with your source data at any time, so you can keep planning as your org changes.

Question 14

I need to know what my organization looked like at a specific point in time

Accepted Answer

You can manually archive your orgcharts or set them to automatically archive at your desired frequency. That way, you can pull up an org chart from any point in time for auditing purposes, or to compare to the current state.

Question 15

I need to override data from my HR System

Accepted Answer

OrgChart gives you the flexibility to override, supplement, and filter your HR data so that you get the chart you need without having to modify those ‘special case’ records in your core system.

Question 16

I need to restrict certain users from seeing certain information

Accepted Answer

OrgChart has granular security options, allowing administrators to control who sees what. Options include restricting access to certain fields, restricting access to certain sections or pages of the chart, and even restricting access to certain fields for certain sections of the chart.

Question 17

I need to see all of my employees who work remotely

Accepted Answer

OrgChart’s multiple filtering options allow you to control which records you see at any time. You can also create custom Views that highlight or mark employee records that match specific criteria. For example, you can give remote employees a red flag, or color all employees at a certain location blue.

Question 18

I need to see an org chart for each functional area

Accepted Answer

OrgChart Functional Charts can be created using any field in your dataset. When enabled, a placeholder is created for each functional area, and employees belonging to that function automatically rollup beneath it. This is a great way to visualize the functional structure of your organization, without having to make any manual edits to do so.

Question 19

I need to see the position structure of my organization

Accepted Answer

OrgChart can map positional data from your core HR system, or synthesize it, so that you can always visualize the positions structure of your organization. OrgChart also allows you to control the presentation of boxes on your chart, so if you don’t want to synthesize positional data, you can always produce an OrgChart with just tiles.

Question 20

I need to show Contractors or records that don&#8217;t exist in my Core HR System

Accepted Answer

OrgChart has robust data aggregation capabilities, meaning that you can combine data from multiple sources. If you want to display records on your OrgChart that don’t exist in any system, OrgChart allows you to do this manually or using Excel.

Question 21

I need to show employees that report to more than one manager

Accepted Answer

OrgChart allows you to map employee records to more than one manager, even if your HR system doesn’t. OrgChart also automatically accounts for these employees in headcount formulas, so that your rollups remain accurate.

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