OrgChart Now Help Guide

Table of Contents

OrgChart Now 2018 Release Notes

Version 4.7.3 - Released Dec. 1, 2018

  • Enhanced ADP Connector - Support for ADP Connector profiles (query and/or merge) multiple accounts.

  • Function Charts - Create charts containing function placeholders (for example, engineering team is under one placeholder box and quality assurance team is under another placeholder box).Advanced Options

  • Improved Apple Mac support - Support for clipboard shortcut keys.

  • BambooHR project charts - Chart project teams defined in BambooHR.

  • Shortcuts Panel - Single-click to access any location in the chart (e.g. Select a department to navigate to department head in an org chart).

  • Bug fixes and other small enhancements

Version 4.7.2 - Released Oct. 22, 2018

  • Activity Report - Download a report to view the login history of your organization. The report is located in the Administration Tools menu.Activity ReportAdministration Tools

  • Improved Subchart Breaks - Remove subchart break will automatically optimize page layout if needed (e.g. subchart contains a large number of records). See subchart help to learn more about subchart breaks.Pagination (Subcharts)

  • Improved ATS Integration - UltiPro Connector now supports Greenhouse integrationUltiProConnector

  • Access Group Enhancements - Access Groups now allows administrator to limit access at the branch level. For example, a manager of a department can only view themselves and subordinates.Access Groups (Workbench)

  • Bug fixes and other small enhancements

Version 4.7.0 - Released Sept. 15, 2018

  • Scroll bars: Scroll bars have been added to make panning large single page charts easier.

  • Intelligent page breaks - Automatic subchart breaks reduces the number of pages required to chart your organization (for example, a 100 page chart can be reduced to a 60 page chart - especially useful when creating PDFs and PPTs).

  • AVERAGEIF and SUMIF: Conditional formulas allow you to average and sum based on specific criteria.AVERAGEIFSUMIF

  • PDF/PPT Publishing enhancements: Publish photos with circle mask and better handling of international character sets.

  • Custom fonts: Custom fonts can be added on a per account basis. Contact technical support to add your own custom fonts.

  • Email notifications: Opt-in to receive email notifications about upcoming releases.Email Notification Preferences

  • Improved Filtering: Ability to define a secondary filter (for Include direct subordinates and Include all subordinates filter options)

  • Improved iCIMS integration

  • Customer specific help files: Contact technical support to link a 'cheat sheet' to your account.

  • Releases notes and Newsletters links: Look in the Help ribbon for additional links.Help Ribbon Overview

  • Bug fixes and optimization improvements.

Version 4.6.1 - Released August 10, 2018

  • Create larger PPT/PDFs - Improved memory management for PDF and PPT generation

  • Improved Chart Templates – Optionally apply a master page template when a chart template is applied

  • Improved Data Filtering – Optionally tag (instead of remove) filtered managers so that chart hierarchy remains intact

  • Merge multiple org chart files – Contact technical support to setup (uses Custom Connector).

  • Bug fixes and optimization improvements.

Version 4.6.0 – Released July 24, 2018

  • OrgChart Now officially supports Complex Rules. Visualize your org chart data exactly the way you want with user-defined formula. Create custom conditional formatting rules that enhance the functionality of your chart templates. Needless to say, the possibilities are endless.Standard and Complex Rules

  • Branch Style Properties have made strides and now include the option to set assistant position, handle co-managers, and apply tree styles. Start implementing branch style properties in your chart template with OrgChart native rules or try out the new Complex Rules. Either way, you won’t be sorry.Branch Styles OverviewStandard and Complex Rules

  • The publish panel has been spruced-up and slimmed-down, allowing you to export in a jiffy. Export To SVG options now include crop to chart and transparent background. Export To PNG options now include Standard and High PNG Quality, crop to chart, and transparent background.Export Document

  • Gradients can now be applied to backgrounds, cells, and boxes. An absolute game changer.Gradients

  • Underline text function is now fully supported in OrgChart. Hooray!Text Properties

  • " Append Data" and "Use Reference Table" text fields in Advanced Options > Advanced Options, now support greater character lengths for those unwelcomely long filenames.Append DataAdvanced Options

  • Bug fixes and optimization improvements, because time is money.

Version 4.5.3 – Released June 10, 2018

  • New Data Connector: naturalhr - Import data directly from naturalhrNaturalHRConnector

  • Chain of Command Excel Report - Export a chain of command report to Excel

  • Improved data filters - Complex filters now can be as long as 768 characters

  • Security enhancements - Do not allow reuse of password/minimum length of complex passwords increased to 10 chars

  • Additional branch styles - 12, 16 and 20 column styles are now available

  • Various bug fixes

Version 4.5 – Released April 30, 2018

  • Publish to PowerPoint - Generate PPT documents directly from OrgChart

  • Improved PDF Publish - Output PDFs optimized for the screen or print

  • Improved Internationalization - Import and publish almost any data set (Chinese data, Polish data, etc.)

  • Additional font option - SimSun added to support Chinese data

  • Dotted-line reporting relationships - Visualize secondary reports by connecting boxes with dotted line connectors.

  • Office365 Photos - Source org chart photos directly from Office365

  • Improved Application Security - Various enhancements to make OrgChart Now more secure

  • Co-managers - Automatically group co-managers using conditional formats

  • Enhanced Access Groups - Enable/disable editing of chart templates and box styles for a given user

  • Enhanced Bamboo connector - End user can now add custom fields to charts

  • Enhanced Scheduler - More robust failure handling and email notification

  • Reload Photo - Right-click to reload photo from source

  • Greenhouse Connector - Automatically add vacant positions to your org charts

  • Paylocity Connector - Create org charts from a Paylocity data feed

  • Enhanced User Management - Export user list to Excel

  • Azure Gallery Support - Single sign on in OrgChart Now directly from your Azure Gallery

  • ADP Photo Import - More robust photo handling from ADP Workforce Now and ADP Vantage

  • Various bug fixes

Version 4.4 – Released January 31, 2018

  • Spanish Localization- Application is now localized for Spanish language users

  • Improved memory management - load charts with 40,000+ records

  • ADP Canada Marketplace - Application can now be purchased through the ADP Canada Marketplace

  • Igloo Software Integration - Pull employee photos directly from an Igloo Community

  • Improved Namely Connector - Support for large queries

  • Improved CSV Import - Support for SSL encrypted CSV files

  • Improved SubscribeHR Connector - Dynamic retrieval of database schema

  • Improved Google Directory Connector - Now handles users that are not assigned to an organization

  • Improved ADP Connector - More robust handling of employee photos

  • Improved Font Handling - Better font handling in PDF output

  • Improved Font Rendering - Better rendering of font with long descenders (e.g. g,y,p)

  • Section 508 Compliance - Produce Excel reports for visually impaired

  • Various bug fixes

Version 4.3.5 – Released January 5, 2018

  • Improved Performance - Save is over 2X faster with large charts. Load is up to 25% faster with large charts.

  • Multiple Auxiliary Supervisors - Specify multiple values in the AuxSuperID field (comma delimited list)

  • Improved annotations - Position annotations in the left or right corners of chart boxes

  • Filter on Level - During import or refresh, you can specify the number of levels to include in a chart

  • Improved Image Handling - Images on the master page no longer down sampled

  • Improved Image Scaling/Placement - Unlock aspect ratio, set background image, create auto-sizing banners

  • Improved PDF Publish - Cancel PDF publish, better font handling, improved Unicode handling, large document handling (publish > 1000 page PDFs)

  • Improved ADP Vantage Connector - Connector now excludes Terminated employees (reduces query size)

  • Improved Unzip - Unzip now handles nested folders

  • On-premise deployment now supports encryption at rest

  • Various security enhancements

  • Bug fixes