OrgChart Now Help Guide

Table of Contents

OrgChart Now 2021 Release Notes

This article lists all the release notes for the OrgChart software tool, as denoted by revision number. This isn't a comprehensive list of every fix in the build, but rather a highlight reel of interesting new features, important fixes, and any significant updates we want you to know about.

2021 Release Notes

Version 5.1.6 - Scheduled for release on May 7, 2021
  • 'Manual' Connector - Allow end users to manually create charts for display in OrgChart Viewer using a table interface

  • Google Directory - Generate a chart using Google Directory API

  • Chart Template Import/Export - Move chart templates and box styles from one tenant to another

  • Interactive Filters - Filter in/out chart boxes dynamically using a checkbox filters

  • Improved Import Filters - Filters now support 'contains' operator

  • Authorization Enhancements - Improved auto-assign to access group, simplified configuration

  • ADP Decidium Connector - ADP Decidium (France) users can now automate their org charts

  • Enhanced Portal Integration - Focus of launching charts from public websites (internet)

  • Bug fixes, performance enhancements and other small changes

Collaborative Planning Enhancements
  • Show Final State for Workforce Plans - Hide action overlays (available for both on screen and for export)

  • Talent Pool Enhancements - Ability to move individual or team from talent pool to plan, remove all from talent pool

Version 5.1.5 - Released March 23, 2021
  • Append Table - Allow end user to define overrides (add, delete, move or update) to an existing master chart using a user friendly interface. Enterprise only

  • Integrated View Editor - Update chart presentation from within OrgChart Viewer (View Settings… menu item). Enterprise only

  • Automatic Email Distribution - Scheduled push of PPT or PDF files via email. Enterprise only

  • Automatic Export to SharePoint - Scheduled push of PPT or PDF file to SharePoint. Enterprise only

  • Matrix Reports Navigation - Navigate through a matrixed organization by clicking on supervisor links (within chart boxes). Also, works in PDF and PPT export.

  • UKG Connector - Generate charts from UltiPro using standard UKG API. Easy to configure. Secure. Flexible field selection. Enterprise Only

  • CSOD (Cornerstone OnDemand®) Connector - Generate charts using CSOD API. Also, support querying for vacant positions. Enterprise Only

  • ClearCompany Connector - Include vacant positions queried from ClearCompany API. Enterprise Only

  • Paychex Connector - Generate a chart using the Paychex API. Enterprise Only

  • Improved Jobvite Connector - Include vacant positions queried from Jobvite API (now available as Enterprise connector). Enterprise Only

  • Improved ADP Integration - Support for both ADP WFN Recruitment Module and ADP Recruitment Management Enterprise Only

  • Simplified Office365 Photo Configuration - Added user interface to provide O365 credentials so that photos can be pulled into org charts. Enterprise Only

  • Dynamic Authorization Enhancements - Administrator UI to configure automated role and access group assignment (works with SSO and direct login). Enterprise Only

  • Enhanced Functional Charts - Allow up three levels of grouping of employees (e.g., by function and sub-function). Enterprise only

  • Bug fixes and other small enhancements

Collaborative Planning Enhancements
  • Mass Invites - Single action to invite all read/write users or all users in an access group. Enterprise only

  • Enhanced Email Notifications - Suppress email notifications when inviting collaborators/viewers. Enterprise only

  • Enhanced Excel Export - Action (add, move, delete, change) included in Excel export. Enterprise only

  • Field Change History - Easily access prior changes to a field (and revert to those values if needed). Enterprise only

  • Create New Team - Start with a single manager and add a team. Enterprise only