OrgChart uses your employee or HR data to create information-rich organization charts for the entire company. Once created these charts can be used as employee rosters or used for analyzing and planning organization change. Charts can be color coded for highlighting key talent, skill sets and growth opportunities. Sharing charts in PDF or PowerPoint formats is easy to do. Finally, because OrgChart performs automatic updates, your charts are always going to be current.
OrgChart will create organization charts using data import. Data can be in any format such as Excel, CSV, SAP, Active Directory and more. If you don’t have an HR system, that’s fine; you can easily set up a spreadsheet that can be used by the program to create your charts. Also read the section on Data Resync which gives instructions on automatic data updates.
How to set up an import file using Excel
Of all the approaches to chart creation, import from an Excel file is by far the most commonly used.
Adding Additional Fields After Import
Working with the OrgChart Platinum software, users may sometimes find it necessary to import additional data fields from whichever external data source they may happen to be using.
Import of Dotted Line Manager Connections
There are times when an employee reports to more than one manager. The program recognizes one formal or solid line relationship, and if necessary can support additional reporting relationships.
Importing Assistants
The import wizard always defaults to a ‘Team Member’ arrangement style. But there are times when you might want to use a different arrangement style, specifically when illustrating a person as an Assistant.
Import from Active Directory
For AD you need to know the connection string to the server, or at least address of the server where LDAP interface is available (Active Directory for MS servers )