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OrgChart Help Guide

Creating Plans

Audience:

Audience: Administrators & Read/Write Users Edition: Enterprise

Overview

The following article provides information on how to create a new plan.

Creating a Plan

  1. In the Plan Explorer, click on the New Plan... button. The Plan Builder dialog is displayed.

    Plan_Builder_5_3.png

  2. Enter a name for the plan.

  3. Click on the search bar (beneath the Which employee would you like at the top of this plan prompt) to search for the employee who will be at the top of the plan.

  4. Click on the Levels dropdown menu (under the How many levels under this employee would you like to include prompt) to select the number of organizational levels beneath the top employee to include in the plan.

  5. Optionally, click on the Additional Options button to reveal additional configuration settings.

  6. Click on the Go button to create a plan. You can update the plan as needed.

Additional Options

Click on the Additional Options button to reveal more settings that you can configure for your plan.

Use the tabs in the left hand menu to review all of your options.

Plan_Builder_Add_options.png

Share

Manage Access

Give other users access to the plan.

Users can be added as Collaborators or Viewers.

Note

You can always share this plan with more users using the Plan Dashboard.

Reference the Sharing Plans article for more information.

Fields

Edit Fields

Specify which fields can be updated when editing a plan.

For example, you can enable a planner to update an employee’s location or department. Reference the Editable Fields article for more information on this topic.

Default Fields

List of fields that will be included in the plan by default.

These fields cannot be removed from the plan.

Metrics

Edit Metrics

Specify the metrics to track in the Plan Dashboard (e.g. Headcount, budget, or FTE count).

Note

You can also update metrics settings from the Plan Dashboard. Reference the Plan Metrics article for more information on this topic.

More

Use Effective Dating

Specify an Effective Date for any change.

For example, you can specify the effective date for changing an employee’s manager.