OrgPlus

Organisational charting tool for creating presentation-quality organisational charts and publishing to PDF, PPT or the web. It is available in Standard, Professional, Premium and Enterprise Editions.

OrgPlus provides an automated importing and publishing functionality for charting employees. Map data into OrgPlus fields and quickly import from a variety of sources. Publish charts to PDF, PowerPoint or the web. Automatically synchronise data so your chart is always current. Schedule charts to automatically publish to your intranet, a network drive or via email distribution.

Key Features:

• Chart creation: Easily create professional, boardroom-quality charts. Apply best-practice-based view or design templates. Visualise HR metrics (e.g., salary or span of control)
  
• Planning and analysis: Model scenarios for organisational change. Analyse your data easily with built-in reporting tools. Export chart data to Microsoft Excel
  
• Formatting: Automatically formats chart for optimal printing or display. Symbols library to replace text with easy-to-understand visuals. Professionally designed templates and sample charts
  
• Training and support: Optional live training available. Online knowledge base and FAQs. User guide.
  
• Printing and publishing: Create directories, phone and email lists. Print wall charts or booklets. Print preview to review chart before printing
  
• Data automation: Advanced import features for data filtering and sorting. Hierarchy mapper to manage unassigned positions or groups. Change log catalogues all changes made to your charts
  
• Reporting: Track organisational changes with a full audit trail. Pre-defined, automatically updated reports for quick decisions. Change summary reports list details of all chart changes.

OrgPlus - Features

Versions

OrgPlus 8 Standard

OrgPlus Standard is the easiest way to create great-looking organizational charts. Send to OrgPlus OnDemand to collaborate in real-time with your distributed teams. OrgPlus is ideal for organizations that wish to create and distribute standardized organizational charts for planning and communication purposes. No drawing required.

Features

Chart Creation and Formatting

• Quickly reproduce customized box orientation for improved chart views.
• Enhance box layouts and select multiple color schemes.
• Type names, titles and information into each box-then reduce or expand to fit text.
• Conditional formatting allows you to automatically format your chart to create customized views that help you better understand your organization.
• Add boxes by simply selecting a box tool and clicking on the chart.
• Choose from 36 pre-made chart- and box-style templates.
• Create unique, customized tabs within one file, providing a global view.
• Define an underlying background style that is common to all chart pagesone-stop feature for updating global changes to your charts.
• Import and manipulate pictures to boxes and backgrounds.
• Customize charts with fill effects, including gradients and textures.
• Automatically break large charts into smaller, more manageable sub-charts for refined analysis.

Data Management

• Instantly summarize changes between chart versions in an easy to read report.
• Assign user defined rules that create visual cues to identify the meaning behind boxes in a chart. (ie different colored boxes, highlighted boxes, dotted lined boxes etc.)
• Create phone lists, salary tables, headcount roll-ups, directories and profiles.
• Perform spreadsheet functions on data in chart boxes, such as roll-up totals, averages, fractions and standard deviation.
• Define criteria to view pre-defined groups at-a-glance.
• Show or hide sensitive data.
• Insert links to other files that contain employee-related informationincluding budgets, employee resumes or mission statements.
• Search and sort chart data within charts.
• Use Profile Views to show additional information about a box without cluttering your organizational chart using profile views.

Planning Tool

• Easily calculate salaries, headcount roll-ups, averages, fractions of total, standard deviation and more.
• Create budgets from chart data.
• Utilize drag-and-drop calculating and dynamic hierarchical reporting tools.
• Insert comments in OrgPlus charts to clarify organizational changes.

Export Options

• Work as you normally do using your existing OrgPlus software and export seamlessly to OrgPlus OnDemand to collaborate with colleagues.
• Output web-ready charts in HTML or JPEG format.
• Distribute charts via email from within OrgPlus.
• Print booklets or wall charts.

Microsoft Office Integration

• Create, view and edit OrgPlus-created files from within Microsoft Office.
• Use charts in Microsoft Office applications with object linking and embedding (OLE).
• Export chart or report data to Excel for further analysis.

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OrgPlus 8 Professional

OrgPlus Professional enables you to create and update powerful, data-rich, and board room quality org charts automatically. Ensure you're always viewing the most up-to-date information by connecting OrgPlus to your HR database; and share your charts across the organization with advanced publishing capabilities.

Features

Chart Creation

• Use enhanced box layout options such as multi-column, multi-record and select vertical alignment for cells in a box to improve the overall appearance of charts.
• Type names, titles and information into each box-then reduce or expand to fit text.
• Add boxes by simply selecting a box tool and clicking on the chart.
• Choose from 36 pre-made chart- and box-style templates.
• Create unique, customized tabs within one file, providing a global view.
• Define an underlying background style that is common to all chart pages-one-stop feature for updating global changes to your charts.
• Import and manipulate pictures to boxes and backgrounds.

Chart Formatting

• Save time in formatting by using optimized branch styles to eliminate repetitive steps and improve chart views.
• Windows Office-style interface and toolbars.
• Create board room quality charts with 36 pre-made chart and box style templates.
• Create multiple, unique, customized tabs within one file, providing a global view.
• Define an underlying background page that is common to all chart pages- one-stop feature for updating global changes to your charts.
• Import and manipulate pictures to boxes and backgrounds.
• Customize charts with fill effects including gradients and textures.
• Automatically break large charts into smaller, more manageable sub-charts for refined analysis.

Automatic Data Import

• Connection to a live database via the ODBC/Oracle adapter or import data using common formats including XLS, TXT and XML.
• One-click data refresh eliminates the need to re-import data every time an update is made to the database.
• Identify and correct gaps in 'reports-to' information using the Hierarchy Mapper.
• Validate data for accuracy and completeness.
• Merge fields during imports.
• Specify assistants, chart breaks, chart collapse points and branch styles during import.
• Filter data to create charts for specific departments or levels.

Integrated Data Management and Reporting

• Easily compare chart versions by generating an easy-to-read report that summarizes the changes.
• Define archiving rules to easily retrieve historical chart information. Schedule charts to be archived daily, weekly and upon refresh.
• Create phone lists, salary tables, headcount roll-ups, directories and profiles.
• Perform spreadsheet functions on data in chart boxes, such as roll-up totals, averages, fractions and standard deviation.
• Show or hide sensitive data.
• Insert links to other files that contain employee-related information including budgets, employee resumes or mission statements.
• Search and sort chart data within charts.

Chart Publishing, Sharing and Collaboration

• Send org charts to OrgPlus OnDemand and invite others to collaborate on charts and share information in real-time.
• Distribute charts by publishing directly to a corporate intranet or shared network.
• Create PowerPoint presentations, MS-Word booklets or PDF documents complete with title page, table of contents and index.
• Distribute charts via email from within OrgPlus.
• Set up schedules to refresh and distribute your published files automatically- daily, weekly, or monthly.

Planning Tools

• Create summary panel for users to understand predefined metrics such as headcount for the organization, salaries for entire department and similar values.
• Calculate salaries, headcount roll-ups, averages, fractions of total, standard deviation and more.
• Create budgets from chart data.
• Utilize drag-and-drop calculating and dynamic hierarchical reporting tools.
• Define criteria to view pre-defined groups at a glance.
• Uncouple hierarchy between charts in different tabs for scenario planning, without affecting the primary chart.
• Conditional formatting allows you to automatically format your chart to create customized views that help you better understand your organization.

Integration with Microsoft Office

• Open MS-Word and PowerPoint organizational chart files in OrgPlus.
• Create, view and edit OrgPlus-created files from within Microsoft Office.
• Use charts in Microsoft Office applications with object linking and embedding (OLE).
• Export chart or report data to Excel for further analysis.

OrgPlus 8 Premium

OrgPlus Premium manages HR activities around workforce change from planning through documentation and reporting. In addition to the capabilities of OrgPlus Professional, OrgPlus Premium tracks all changes made during workforce planning, measures their impact, and provides detailed reports for easier HR system updates.

OrgPlus Premium enables you to:

• Manually or automatically create your current organisational chart and model workforce changes.
• Keep track of all changes, such as adding or removing positions, redeploying employees and updating title or salary information.
• Share charts with your managers or team members and easily accept or reject changes. OrgPlus Premium maintains a full audit trail of each change made, including who made the change and when.
• Monitor the financial, headcount and other effects through instant updates to metrics, KPIs and analytics as you move positions.
• Produce a navigable, boardroom quality PDF or PowerPoint presentation of the current and proposed organisations to easily communicate potential changes to executives or stakeholders.
• Create summary reports to provide a management view of workforce cost, span of control, headcount and other relevant metrics.
• Generate detailed reports of all changes to ensure that modifications are completed thoroughly and accurately.
• Automatically produce all the HR forms you need. Once changes have been made and approved, print or electronically distribute actual HR action forms or Personnel Action Notifications that can then be entered into the HR system to implement the changes.

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OrgPlus - System Requirements

System Requirements for OrgPlus 8 Standard

Processor

• Pentium-compatible processor (at least 500MHz)

Operating System

• Windows 2000 (SP4)
• Windows XP (SP2)
• Windows Vista

Minimum Memory

• For Windows 2000/XP: 256MB
• For Windows Vista: 512MB (1GB recommended)

Minimum Graphics

• 1024 x 768 resolution (1280 x 1024 recommended)

Minimum Hard Disk

• 80MB of free disk space

Browser

• Internet Explorer 6
• Internet Explorer 7

Environment

• Administrator rights required to install OrgPlus
• Internet connection recommended for product activation

CR-ROM or DVD Drive for installing from CD

Microsoft Office

• Office 2000 (SP3)
• Office XP (SP3)
• Office 2003 (SP2)
• Office 2007

System Requirements for OrgPlus 8 Professional

Processor

• Pentium equivalent >1GHz

Operating System

• Windows XP (SP2)
• Windows Vista

Minimum Memory

• For Windows XP: 256MB
• For Windows Vista: 512MB (1GB recommended)

Browser

• Internet Explorer 6
• Internet Explorer 7

CD-ROM or DVD Drive

Minimum Hard Disk

• 80MB of free disk space

Environment

• Administrator rights required to install OrgPlus
• Internet connection recommended for product activation

Minimum Graphics

• 1024 x 768 resolution (1280 x 1024 recommended)

Microsoft Office

• Office 2000 (SP3)
• Office XP (SP3)
• Office 2003 (SP2)
• Office 2007

System Requirements for OrgPlus 8 Premium

Processor Requirements

• A modern processor (at least 500MHz)

Operating System Requirements

• Windows XP (SP2)
• Windows Vista

Minimum Memory Requirements

• For Windows XP: 256MB
• For Windows Vista: 512MB
• 1GB recommended
• 2 GB > 10,000 boxes
• 4 GB > 30,000 boxes

Minimum Hard Disk Requirements

• 80MB of free disk space

Environment

• Administrator rights required to install OrgPlus
• Internet connection recommended for product activation

CD-ROM or DVD Drive for installing from CD

Minimum Graphics Requirements

• 1024 x 768 resolution (1280 x 1024 recommended)

Microsoft Office Requirements

• Office 2000 (SP3)
• Office XP (SP3)
• Office 2003 (SP2)
• Office 2007

Browser Requirements

• Internet Explorer 6
• Internet Explorer 7