- OrgChart Overview
- Quick Start Guides
- Top Toolbar
- Viewer
- Directory
- Planning
- Point in Time
- Workbench
- View Manager
- Chart Settings
- Account Settings
- Connectors
- Append Data Connectors
- Merge Data Connectors
- Photo Integrations
- Active Directory
- ADP
- ADP Recruitment
- Append Table
- Azure AD
- BambooHR
- Breathe HR
- ClearCompany
- Cornerstone
- CSV
- Dayforce
- Excel
- Google Directory
- Greenhouse
- iCIMS
- Jobvite
- Lever
- Namely
- Oracle
- OrangeHRM
- Paychex
- Paycom
- Paycor
- Paylocity
- PaySpace
- PeopleHR
- Sage
- Salesforce
- SFTP Pull
- Signify
- Subscribe HR
- SuccessFactors
- TriNet
- UKG Pro (API)
- UKG Pro (RAAS)
- Unicorn HRO
- Workday
- Append Data Connectors
- Topics
- Admin User Impersonations
- Automatically Export to SharePoint
- Auto-Assignment Example
- Auxiliary Reporting
- Co-Head Example
- Creating a Master Chart
- Creating a Master Page
- Creating Shortcuts
- Dynamic Localization
- Flat File Prep
- Formulas
- Functional Charts
- Import Filters
- Index Page
- Inverted Charts
- Level Charts
- Multi-Chart Documents
- Pie Chart Example
- Point-in-Time Charts
- Restricted Link Setup
- Security Profiles
- SSO Configuration
- Release Notes
- Troubleshooting
- Legal
- Contact Us
Workbench
Overview
The Workbench allows Administrators and Read/Write users to create and modify customized chart exports using their Master Chart data.
Accessing Workbench
Click on the 
in the top-left corner of the screen, and then select the Workbench option.
A popup with the following options is displayed:
 | Click to launch open the Chart Builder, in order to create a chart document with existing chart data and edit it in the Workbench. |
 | Click to open the File Manager, and then select an existing document to edit in the Workbench |
 | Click to open a blank chart document in the Workbench. |
Recent Documents | Select a chart document from the Recent Document section to quickly open a recently open document in the Workbench. |
You can also access the Workbench via the 
icon in the Top Toolbar. Reference the Builder article for more information.
Navigating Workbench
Document Displays the name of the open Chart Document. Click on the name of the Chart Documen to open the File Manager. | |
View | Displays the name of the applied View. Click on the View name to select a different View from the dropdown menu. |
 | Activate Saved Filters (created in the Chart Settings: Filters and Highlights panel). Activate Interactive Filtering to filter in/out records dynamically using checkboxes. |
 | Activate Saved Highlights (created in the Chart Settings: Filters and Highlights panel). |
 | Click to adjust the zoom settings on the chart. The following Zoom percentages are available:
|
 | Click to define the page size of the chart. |
Document menu | |
Edit menu | |
Refresh menu | |
Click to display the Chart Editor panel containing the tools for modifying the Chart Document. | |