OrgChart Now Help Guide

Table of Contents

Append Data Connectors

Audience:

Audience: Administrator Users Edition: All Editions

Overview

OrgChart Now can import data from multiple data sources. For example, if you would like to include open requisitions on your chart, but you do not track open requisitions using your Main Data Connector, you can connect to one of the following Append Data Connectors to import those records.

Append Data Connectors

The following table lists the available Append Data Source connectors in alpha order.

Setting Up an Append Data Connector in OrgChart Viewer

  1. Log into OrgChart Viewer.

  2. Click on More > Chart Settings.

  3. Select the Plus.png associated with the Append Data heading (see below).

    ChartSettings_Append_Plus.png
  4. Click on the Append Data Connector you wish to integrate with OrgChart (i.e., ADP Workforce Now Recruitment Module), and then click Select.

    Append_WFN_Selected.png
  5. If the selected Append Data Connector requires additional information (such as a Client ID), enter the necessary information in the corresponding text boxes.

  6. Optionally check the Separate boxes for each open job requisition checkbox to display a box for each available opening listed under the same requisition ID. For example, if one open job requisition lists 5 available positions, OrgChart Now will generate 5 separate open requisition boxes.

    Note

    Note: iCIMS will show separate boxes for each available position under a single requisition ID by default. Optionally, uncheck the Separate boxes for each open job requisition checkbox to display one box per open requisition.

    Note

    Note: For Append Data Connectors that can be used as either an Applicant Tracking System OR a supplementary data source (i.e., CSV/Excel), the Separate boxes for each open job requisition checkbox will only become available after checking the ATS checkbox. Click on the hyperlink associated with your Append Data Source (above) for more information.

  7. Click on Save, and then click on Refresh

Setting Up and Append Data Connector in OrgChart Workbench

  1. Log into OrgChart Workbench.

  2. Click on the Home ribbon, and then click on the Import icon.

    home_and_import.png
  3. Click on your Main Data Source connector, and then click on Configure.

  4. Select your Applicant Tracking System from the ATS dropdown menu.

    Workbench_ATS_Config.png
  5. Click on OK.

  6. Click on the icon associated with your Applicant Tracking System, and then click on Configure.

  7. Enter the necessary information in the Configuration panel for your Applicant Tracking System.

    Workbench_Greenhouse_Ex_Config.png
  8. Click on OK.

  9. Click on the refreshX.png button (in the top right corner of the Connector panel), and then click on the Refresh icon.

    Workbench_Refresh_Highlight.png
  10. Click on the Save icon to preserve your changes.