OrgChart Now Help Guide

Table of Contents

OrgChart Overview

Audience

Audience: Any User Edition: All Editions

OrgChart Now is web-based software that automates the creation of organizational charts and facilitates workforce planning exercises. OrgChart Now is the #1 cloud-based organizational charting platform in the world and saves time for thousands of HR professionals every day.

Benefits include:

  • Nothing to Install – 100% web based - works on Mac, PC, tablets and mobile devices. Work with all major browsers (Chrome, Edge, Safari, Firefox, etc.).

  • Data Connectors – Director connection with over 40 HR and directory solutions.

  • True Automation – Solve the tactical problem of automating your org charts. Effortlessly synchronize your charts with your source data.

  • Flexible presentation Engine – Control which fields are shown in boxes. Set colors and fonts. Add calculations. Add photos. Apply conditional formats. Add tables and legend.

  • Effortless publishing – Easily communicate org charts via professional quality PDF or PowerPoint exports. Securely embed live charts in your intranet.

  • Collaborative Workforce Planning – Strategic solution for workforce planning and scenario modeling. Start with your current org chart and plan for the future.

  • Designed for HR Professionals – Handles real-world use cases including combining data sources, adding vacancies, charting project teams or functional teams, adding dotted-line and matrix reports.

  • Scalable - Handles even the largest organizations (up to 1,000,000 employees).

Editions

Four editions of OrgChart are available - Standard, Team, Enterprise and ADP Premium. Depending on your subscription, certain functions and features may not be available to you. Be sure to check the header at the top of each topic before spending time on that topic.

Key Concepts

  • OrgChart Viewer - OrgChart Viewer provides read only access to a set of “master charts.” Master charts are typically synchronized with HR data source(s) on a daily basis.

  • OrgChart Builder - OrgChart Builder is a component of OrgChart Viewer which allows you to take a snapshot of any subset of a "master chart."

  • OrgChart Workbench- Snapshots created using OrgChart Builder are loaded into OrgChart Workbench as "OrgChart documents". End users can modify documents as needed (add, update, move, delete boxes and change presentation options). Documents can be saved, opened, closed, exported and even synchronized with source data.

  • Collaborative Planning Module - The collaborative planning module facilitates workforce planning exercises. End users can create, share and update plans in real-time using intuitive tools.

If your organization is subscribed to the Standard or Team edition, keep the following in mind:

  • OrgChart Workbench - HR Data can is imported into OrgChart Workbench documents using data connectors. End users can modify documents as needed (add, update, move, delete boxes and change presentation options). Documents can be saved, opened, closed, exported an even synchronized with source data.

  • OrgChart Viewer and Collaborative Planning are not available to Standard or Team users.

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