OrgChart Now Help Guide

Table of Contents

OrgChart Now Editions

Audience

Audience: Any User Editions: All Editions

Overview

A number of different editions are available. Email orgchartnow@officeworksoftware.com if you would like help selecting the edition that is right for your organization.

Determining Your Edition

There are two ways to determine your edition. You can do it from OrgChart Viewer or from OrgChart Workbench.

If in OrgChart Viewer, click on the OrgChart Now logo (in the upper right). If in OrgChart Workbench, select the Gear icon (in the upper right) and then select the About menu item. A dialog showing application edition will be displayed.

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Standard

The Standard Edition is intended for individual users (one or two HR practitioners) and is available for organizations with staff size of up to 1,000 employees.

Team

The Team Edition is designed for small teams (three to ten HR practitioners) and is available for organizations with staff size of up to 1,000 employees. The Team Edition enables some enterprise features - see table below for details.

Enterprise

The Enterprise Edition is intended for any organization with staff size of over 1,000 employees. All enterprise features are enabled - see table below for details.

Premium

The Premium edition is customized for ADP Worforce Now, Vantage and ADP Enterprise customers. The premium edition is only available through the ADP Marketplace. All enterprise features are enabled - see table below for details.

Table 1. Edition Comparison

Feature

Standard

Team

Enterprise

ADP Premium

Details

Software Updates

X

X

X

X

All editions include software updates.

Technical Support

X

X

X

X

All editions include technical support via support portal, email and phone.

Read Only Users

Unlimited

Unlimited

Unlimited

Unlimited

Read only accounts allow users to print, publish, search and view org charts.

Administrator and Read/Write Seats

2

5

≥20

Unlimited

Seats allow users to create and update organizational charts and workforce plans.

Rule Driven Formatting

X

X

X

X

Use Conditional Formats to automatically format chart boxes.

Add calculations

X

X

X

X

Include calculations such as headcount or span of control in your org charts.

Tables, Legends, 9-Box Grids, and Labels

X

X

X

X

Add additional elements to make to your chart easier to consume.

Drag & Drop Tools

X

X

X

X

Use drag & drop tools to update org charts.

Paginate charts

X

X

X

X

Use the subchart wizard to automatically break charts up into multiple pages.

Built-in Template Library

X

X

X

X

Use one of the built-in professional quality chart templates to automatically format your org charts.

Export to XLS, PNG, SVG, JPG, PDF and PPT

X

X

X

X

Export your charts to formats including PDF and PPT.

Embed live HTML charts in your website or portal

X

X

X

X

Publish dynamic org charts to your web site or intranet.

Employee photos

X

X

X

X

Include employee photos in your org charts.

Customize chart presentation

X

X

X

X

Customize org charts to meet your exact requirements. You have full control over all presentation parameters.

Cloud Connectors

X*

X*

X

X

Cloud connectors allow you to import data directly from your HR System or database. *Some connectors are only supported in the Enterprise edition.

Import Wizard

X

X

X

X

The Import Wizard turns your HR data into perfectly formatted Org Charts.

Scheduled Refresh

X

X

X

Automatically synchronize charts daily or weekly.

Single Sign-On

X

X

X

Launch OrgChart Now directly from your portal or single sign on dashboard. Works with any SAML Identity Provider.

Access Groups

X

X

X

Control feature access and charts access (using folder level security).

Combine Data Sources

X

X

X

Combine data from one or more sources.

Custom Data Sources

X

X

Connect to proprietary data sources.

On-Premise Deployment

X

If required, OrgChart Now can be installed in your data center.

Advanced Security

X

X

Role Based Security and Branch Level Security. Granular control over who sees what.

Unlimited Scale

Up to 1,000 records

Up to 1,000 records

No limit

No limit

Chart organizations of any size. Enterprise tier is recommended for any organization that is over 1,000 employees.

OrgChart Viewer

X

X

Create “master charts" that are available to end users. “Master” charts auto-synchronize with data source(s) and are available in simple UI that can be learned in 5 minutes or less.

Chart Builder

X

X

Take a snapshot of any master chart and then customize as needed using the OrgChart Workbench.

Dynamic Filters & Highlights

X

X

Include/exclude/highlight records from charts in real-time (e.g. show/hide contract or vacant positions)

Point in Time Module

X

X

Generate historical org charts - easily satisfy legal, regulatory and workforce analysis requests.

Collaborative Planning Module

X

X

Create, update and share workforce plans in real-time within your organization.