OrgChart Now Help Guide

Sage

Audience:

Audience: Administrator Users Edition: Enterprise & Premium

Overview

Sage HR is an Human Capital Management software. OrgChart Now directly connects to Sage HR to import employee records. The following article is a list of frequently asked questions pertaining to OrgChart's compatibility with Sage.

FAQ

  1. How do I set up my connection to Sage?

    Click the following link to set up the Sage Connector in OrgChart Viewer.

  2. Can I limit the fields that a user is able to pull from Sage?

    Yes. Reference the Sage Configuration article for more information.

  3. What fields can I pull from Sage?

    You can pull any fields associated with the base object that you query in Sage. Verify with your Sage system administrator that your designated OrgChart Service User has permissions to query the fields you are trying to pull.

  4. Can I merge data from a secondary source with Sage data?

    Yes. For example, you can include open requisitions in your org chart from a number of external systems including Greenhouse, iCIMS, and Jobvite.

  5. Can I embed org charts (generated from Sage data) into my intranet?

    Yes.

  6. Can I add open requisitions into my org charts?

    Yes. Depending upon your org's data setup within Salesforce, it is possible to query open requisitions. Contact OrgChart Now Support for more information.

  7. Can I filter which records are included in my org charts?

    Yes.