OrgChart Now Help Guide

Table of Contents

OrgChart Now 2015 Release Notes

Version 3.1.2 – Released December 13, 2015

  • Enhanced Filters/Rules – Filters and rules now support a ‘does not contain’ comparison.

  • Enhanced PeopleHR Connector – Report ID 2 adds the ‘Company’ field and is now available for all accounts.

  • Improved Field Editor – f(x) shown to the left of all formula fields. A number of defects resolved.

  • Improved French Localization

  • Resolution of a number of defects

Version 3.1 – Released December 5, 2015

  • Scale – OrgChart Now uses memory more efficiently and can handle charts with up to 50,000 records.

  • Open/Save Performance – File size has been reduced by 60% which results in faster loading and saving.

  • Excel Import/Refresh Performance –Excel and CSV import performance is now 20% faster.

  • Custom Refresh – This refresh option allows you to refresh chart without losing user changes to box presentation or box spacing. The selected chart template does not override user changes.

  • Do not delete – Manually added boxes (such as vacancies) can be locked to persist across data refreshes. (See REFRESH | Locking)

  • Box Spacing and Refresh – Boxes that are manually spaced can be locked to persist across data refreshes. (See REFRESH | Locking)

  • SutiHR Cloud Connector – Create org charts directly from your SutiHR account.

  • Improved Portal/Web Sites Integration – It is now even easier to embed your org charts into portals. Supported platforms now include Google Sites, * WordPress and SharePoint.

  • Resolution of a number of defects

Version 3.0 – Released October 31, 2015

  • Improved User Experience – The user interface has been reworked based on user feedback. The user interface is now more intuitive, cleaner and has easier workflows.

  • Improved Application Security – OrgChart has passed tests performed by ADP Global Trust Security Team. Both penetration and static and static analysis tests were performed and all high priority issues have been remediated.

  • Multi-part Org Charts – You can now split your org charts into multiple divisions. You only need one document to manage an unlimited number of divisions.

  • Easier Web Site Integration – The built-in URL generator make embedding org charts easier than ever before.

  • More Web Site Integration Options – You can now have more control over what functionality is available to end users. Easily turn on/off features such as Publish to PDF and Export to Excel.

  • Tables – You can now insert a table into your master page with just a few clicks.

  • Summary Values in Tables – You can now include summary calculations in tables. For example, you can easily add a table containing various headcounts (e.g. vacancy count, contractor count, etc.) to your charts.

  • Legends – You can now insert a legend onto your master page with just a few clicks.

  • More Robust Data Import – OrgChart automatically resolves circular references when possible (e.g. when an employee is set to report to themselves). Also, OrgChart automatically populates blank employee IDs when possible.

  • Lock Subordinate Position – If you manually move a person to report to another manager, you can now lock that change across data refreshes.

  • Lookup Tables – Automatically update values in tables and text labels by referencing a lookup table (Excel or flat file). For example, you can use the lookup table to easily update metrics that cannot be derived from employee data (e.g. "Approved Positions" or "Allocated Budget").

  • Small Enhancements

  • Easier Download – Double click to download files (e.g. Excel, PDF and image files) from import, save and open functions.

  • Easier Upload – You can now upload files directly from import, open and save functions.

  • Improved Data Filters – You can now include the ‘chain of command’ (one level up) when filtering your data (during data import).

  • Improved Internationalization – You can now upload files with filenames containing special characters (e.g. for French, German or Spanish Excel files)

  • Import Wizard Enhancements – All field selector dropdowns are wider in order to handle long field names.

  • Image Properties – You can now easily find the path for any image (e.g. logo) on your master page.

  • Improved Pinning – You can now pin text elements and images to the right and/or bottom of pages. Pinned elements automatically reposition as the page expands or shrinks.

  • Improved Compatibility – OrgChart works better with Internet Explorer 10 (especially for Read Only Accounts)

  • Auto hide Views Tab – If no views are defined, the Views tab is hidden for Read Only users.

  • Select Data Source Improvement – The source path for the selected import file is now shown (as opposed to just the file name).

  • Improved Auto Login – The auto-login preference is now instantly updated when you select the checkbox. You don’t have to login for the auto login preference to be changed.

  • Resolution of a number of defects

Version 2.9.5 – Released August 10, 2015

  • Manual sorting – Sort boxes based on one or more criteria

  • Data refresh sorting – Specify sort criteria to be used as part of the data refresh process

  • Box Locking – You can now lock boxes to preserve data and/or formatting across data refreshes

  • Co-Heading Handling – Chart containing co-heads can now be automated using data refresh (e.g. two managing partners or co-presidents)

  • ‘ReportsToName’ calculation – returns the name of a person’s manager

  • Field Labels – Specify an alternate label for a field (this is especially useful when using connectors). For example, if the field name is "Position Job Description’ it can be relabeled to ‘Title’ (when used in chart boxes and the profile)

  • Subchart Name Override – Manually renamed subchart names are preserved across data refreshes

  • Peer Assist, 4= Left Peer Assist).

  • Okta Secure Web Authorization – Sign into OrgChart directly from your Okta dashboard

  • Improved ADP Workforce Now Connector – Improved security and performance

  • Better error reporting – for circular references (during the import process)

  • Resolution of a number of defects

Version 2.9 – Released June 28, 2015

  • Application Security Audit – Potential security flaws were identified and remediated ( was used to perform the analysis)

  • ODBC Connector – Import data from an ODBC compatible data source

  • Enhanced csv import – csv import now handles Western European characters and different data encodings (ANSI and UTF-8)

  • Longer user names and password – User names can now be up to 40 characters and passwords can now be up to 30 characters

  • Better browser support – for Firefox and Internet Explorer (10 and 11)

  • Improved installer – for on premise deployment

  • Resolution of a number of defects

Version 2.8 – Released May 7, 2015

  • ADP Workforce Now Connector – Create org charts directly from your ADP Workforce Now account.

  • Subscribe-HR Connector – Create org charts directly from your Subscribe-HR account

  • UltiPro Connector – Create org charts directly from your UltiPro account

  • OrgChart Scheduler – Schedule charts to automatically update daily, weekly or monthly

  • Improved text wrapping – Specify text wrapping characters (for example, the ‘@’ sign for email addresses)

  • Management-Level Charts – Vertically align peers based on management level. For example, ‘Management Level 3’ boxes are vertically aligned even if some ‘Level 3’ boxes report directly to ‘Level 1’

  • Resolution of a number of defects

Version 2.7 – Released April 3, 2015

  • Getting Started Guide – PDF guide that provides step by step instruction for getting started with Org Chart Now

  • Improved handling of large data sets – Progress meters added for various functions (when working with large data set – > 5,000 records)

  • Data Refresh/Import Performance – 2X faster for large data sets (> 5,000 records)

  • OrgChart Web Site Integration – URL interface has been updated to make integration of org charts into public web sites easier

  • Resolution of a number of defects

Version 2.6 – Released March 15, 2015

  • Make Top – Display the selected box at the top of the current page. Insert a subchart break if necessary

  • Publish Branch – Publish a branch of an org chart to PDF

  • Updated Samples Files – Updated based on user feedback

  • Updated chart templates and box styles – Improved based on user feedback

  • Faster data refresh/import performance – for filtered data sets

  • Resolution of a number of defects

Version 2.5 – Released March 1, 2015

  • Edit Mode versus Browse Mode – Users can easily switch between a browse mode (editing tools hidden – simple user interface) and edit mode

  • Improved Data Refresh #1 – User defined fields are maintained across data refreshes. For example, you can add a persistent notes field to your charts

  • Improved Data Refresh #2 – Changes to the master page changes are maintained across data refreshes

  • Units of Measure – User can select unit of measure used in the user interface (centimeters or inches)

  • Better Default Page Properties – Default margins are now 0.25 inch and default header is now 0.6 in.

  • Improved Import – More robust handling of Excel and CSV files.

  • Faster Photo Loading – Faster loading of Photo URLs

  • Resolution of a number of defects

Version 2.4 – Released February 6, 2015

  • Right Click Shortcuts – Access commonly used functions using right click

  • Undo/Redo – Undo/redo is now enabled

  • Enhanced Profiles – More control of presentation of the profile panel. Cell formatting (bold, italic, text color, cell color). Also, the ability to add ‘free text’ headers and separators (one column and two column)

  • Views Panel – Users (especially read only users) can easily switch to different presentations of a chart (e.g. w/ photos, w/ calculations, only name and title)

  • Enhanced Conditional Formats – Apply specific box properties when a condition is met (for example, blue border if a contractor or yellow background if vacant)

  • FTP Dropbox – now supports PGP encrypted files

  • Resolution of a number of minor defects