Standard Professional Premium

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Eileen Cole
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1 Standard Professional Premium Company size: < Welcome Panel that's more simple and easier to get started faster MS Office 2010 Support: MS Word, MS Excel, MS PowerPoint Browser Support: Chrome, Firefox, Safari Run on Mac using virtualization software / Boot Camp Create boardroom-quality org charts Apply best-practice based view or design templates Visualize HR metrics within the org chart (i.e. salary or span of control) Model scenarios for organizational change Analyze your data easily with built-in reporting tools Export chart data to Microsoft Excel or any database Import data from Microsoft Excel, ODBC, SQL Server, LDAP, Active Directory, Oracle and SAP Publish charts to pdf, ppt, and the web Integrate with your HR database Track organizational changes with a full audit trail Generate personnel action notices and detailed reports

2 Chart Creation Standard Professional Premium Import Wizard with fewer steps to streamline your data to build charts quickly Multi-Record Box with Sub-Charting Intuitive Microsoft Office 2010-based User Interface puts all capabilities at your fingertips. Windows 7 Certified compatibility ensures smooth integration with user environment. Training and Tutorials make even the most advanced features easy to use. easy to use. Import Data from ODBC, Oracle, LDAP, TXT, XLS and XML. Quick Chart Panel helps you create charts fast and easily change branch styles. OrgTree Panel enables views and editing of entire hierarchy. Sub-Charts make large charts manageable by breaking them into smaller sections. Search enables you to quickly locate an individual in the chart. Multiple Record Boxes easily group similar positions. Create Directories, Phone and lists for quick contact. Hyperlinks and External References allow access to relevant information. Alternate Hierarchies allow you to visualize complex matrix reporting structures. Flexible Assistant Styles delineate different relationships between assistants and managers. Auxiliary Lines show special reporting relationships. Customizable Box Layout puts the data you need at your fingertips. Chart Consolidation combines multiple charts into a single master file. Chart Tab shows multiple charts in one view. Free-floating objects enhance charts. Profiles display additional information for selected chart boxes so the chart can be used to communicate detailed information and analysis. In-place Editing allows you to edit your contents directly in the Chart or Profile Panel. Composite Profile allows you to combine multiple profiles into a single profile. Comments streamline collaboration. DOS Commands can be used to quickly open charts, or import, print, publish, and refresh information.

3 Planning and Analysis Standard Professional Premium Staging Area to park employees during the planning and modeling process. View Templates pre-built with fields and formulas to address most HR challenges. Summary Panel shows high-level stats for instant communication. Track Changes tracks and displays history of workforce changes such as adding or removing positions, redeploying employees and updating title or salary information. Customizable Formulas allow you to create hierarchy-driven metrics within your charts. Advanced Search lets you run ad hoc queries and quickly find people based on specific or multiple criteria. Define Constants in formulas to make it easy to modify formulas, test different planning scenarios. Create Groups to delineate a sub-set of your chart, by applying constants, formulas, or a combination of the two. Export to Excel for further analysis with the click of a button.

4 Formatting Standard Professional Premium Field Inheritance Options for adding new boxes or moving boxes. Symbols Library allows you to replace text with easy to understand visual icons. Smart Fields highlight when data in any field meets user-defined conditions. Designer templates and Sample Charts help you quickly create professional-looking charts. Insert pictures into boxes and free-floating objects. Conditional Formatting allows you to control the appearance of individual cells within chart boxes by highlighting any data or subset that meets specific criteria. Box Layout options allow display of just the information you want, however you want it. Hotspots added to any field display related profile information. Master Page lets you apply design and organizational elements common to all your charts. Drag-and-Drop box arranging enables rapid chart changes. Formatting Options like font, color, style, and text alignment provide greater control over your chart design. Customizable Chart Orientation lets you choose how your chart is displayed Optimize Charts to fit on a single page. Line Formating allows you to control the appearance of regular and auxiliary lines to change the look and feel of your chart. Integrated rulers and grids enable alignment of boxes and free-floating objects. Sub-chart Arrow Labels improve navigation in large charts, and enhance readability of printed and published charts. Field Formatting allows you to customize the appearance of number, date, and fields. Profile Field Formatting allows you to apply conditional formatting to any field in an employee profile. Icon Support in Profile Fields enables you to draw attention to important information with icons or images. Wrap Text within a box, and limit the number of wrapping lines, to control box size. Multiple Conditional Formats can be applied to highlight different conditions within the same box. Legends help end users understand charts and formats. AutoText automatically inserts dynamic elements (page number, date, etc.) into your chart.

5 Reporting Standard Professional Premium Customized Pre-defined reports show just the information you need for business decisions, and update automatically as the chart changes. Enhanced Track Changes for moved boxes. Pre-defined reports show just the information you need for business decisions, and update automatically as the chart changes. Tabular Reports enable you to group information by any field for a high level snapshot of organizational characteristics. Export to Excel for further analysis. Chart Comparison allows you to compare past and current charts and generate detailed reports. Configurable Personnel Action Notice Reports generate the information you need to complete personnel changes. Change Summary Reports list details of all changes made to your chart.

6 Printing and Publishing Standard Professional Premium The Publishing Wizard can be used to configure publishing and printing options. Publishing Options allow you to publish your entire chart divided by subcharts, or publish a single sub-chart. Publish Charts in Microsoft Word or PowerPoint format to include in documents. Publish Charts in Navigable PDF format that includes clickable arrows for easily navigating the chart. Publish Charts for the OrgPlus free browser Plug-in. Publish Charts in HTML for websites and intranets. Use Print Preview to see how your chart will look before printing. Print booklets or Wall Charts

7 Data Automation Standard Professional Premium Advanced Import features allow you to handle duplicate records, filter data, sort by specific criteria, and more. Hierarchy Mapper allows you to manage usassigned positions (orphans) in your source data during import. Change Log catalogs changes after each data refresh. Easily define Archiving Rules to retrieve past and present information. Flexible Orphan or Island Handling allows you to place unassigned positions (orphans) or groups (islands) in searchable groups. Group Peers during import. Unicode Support enables data import in almost any language. Scheduled Data Synchronization with source data keeps your chart information up to date. Scheduled Publishing enables you to keep on top of changes. Scheduled Automatic Chart Updates keep the chart current on web, corporate intranet or shared network drive. Automatic Distribution simplifies chart sharing with co-workers.

OrgChart Now Getting Started Guide. OfficeWork Software LLC

OrgChart Now Getting Started Guide OfficeWork Software LLC Version 1.0.3 May 13, 2015 Introduction This guide provides step by step instruction on how to use OrgChart Now to create and maintain org charts