
OrgPlus 7 New Features
Quick Chart Creator
The fastest way to get started with OrgPlus is to use the Quick Chart Creator. The Quick Chart feature organizes all the controls you need to create basic organizational charts into one, easy to use, panel.
Advanced Search
OrgPlus lets you use complex criteria to search through your organization. You can view the results in a tabular list or move to the chart view where the boxes corresponding to your search are highlighted. The advanced search tool is ideal for finding any set of employees, data mining or succession planning.
Improved Orphan Management
Drag and drop employee records directly into your existing charts or sub-charts making the allocation of unassigned positions quick and easy.
Free Form Tool
The free form tool allows you to arbitrarily position boxes within your chartfor those times when automatic positioning of chart boxes does not meet your charting requirements.
Multiple records per box
OrgPlus allows you can create boxes that contain more then one record. For example, the entire sales team for an organization can be represented in a single box.
Consolidation
The consolidation feature allows you to easily combine the organizational charts from different departments into a single master chart.*
Hotspots
OrgPlus 7 lets you define any area within a box as a hotspot. When the user moves their cursor over a hotspot a profile is dynamically displayed.
Constants (What-if analysis)
OrgPlus allows you to define constants used in formulas, conditional formats and chart rules. Changing the value of a constant will update every chart element that references that constant. For example, you can set the color of boxes based on hired date, changing the hire date will change the color of all effected boxes.
Legends
You can now add legends to your charts. Each legend contains one or more color coded entries to help end users quickly read and understand the information contained in your org charts.
Improved Auxiliary lines
Auxiliary lines showing alternate reporting structures are now easier to add and maintain. You can even specify auxiliary lines in your data source.
Improved Formulas
OrgPlus now provides defined formulas including options for logical comparisons, dates and stringsor use the improved interface for manual entry of more complex formulas.
Direct Access to SAP
OrgPlus allows you to import data directly from SAP using the SAP HR-OCI (Organizational Charting Interface). SAP HR-OCI guarantees compatibility with all future versions of SAP and does not require you to load custom software into your SAP environment. **
Improved Box Layout
OrgPlus 7 now gives you more control over box layout. For example, you can use conditional formats to control which icon is displayed in each box.
OrgUnit Charts
Create a chart of Org Units (or departments) from the hierarchy shown in the sub-charts panel.
Compare Charts
OrgPlus allows you to compare two charts. After comparison a report containing the differences between the two charts is generated.*
OrgPlus Standard Feature Summary
Chart Creation and Formatting
- Windows XP-style interface and toolbars
- Type names, titles, and information into each box - they shrink or expand to fit text perfectly
- 36 pre-made chart and box style templates
- Add boxes by simply selecting a box tool and clicking on the chart
- 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
- Customize charts with fill effects including gradients and textures
- Automatically break a large chart into smaller, more manageable, easier to read sub-charts
for refined analysis, using the Import Wizard
- Easily import and manipulate pictures to give life to boxes and backgrounds
Integrated Data Management and Reporting
- Create phone lists, salary tables, head count rollups, directories and profiles
- Perform spreadsheet functions on data in chart boxes, such as rollup totals, averages,
fractions and standard deviation
- Define criteria to view pre-defined groups at a glance
- Use conditional formatting to automatically identify employees that meet a defined query
- Show or hide sensitive data
- Insert links to other files that contain employee-related information including budgets,
employee resumes or mission statements
- Easily list, search and add information within charts
- Show additional information about a box without cluttering your org chart using profile views
Microsoft Office Compatibility
- 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
Chart Publishing and Sharing
- Output web-ready charts in HTML or JPEG format
- Distribute charts via email from within OrgPlus
- Print booklets or wall charts
Planning Tools
- Calculate salaries, headcount, rollups, averages, fractions of total, standard deviation and more
- Create budgets from chart data
- Utilize drag-and-drop calculating and dynamic hierarchical reporting
OrgPlus 7 Professional Feature Summary
Includes all the above Standard features Plus the following:
Automatic Data Import
- Connect to a live HR 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
- Data driven chart layout options: Chart styles, assistants, sub-charting
- Merge fields during import
- Filter data to create charts for specific departments or levels
Chart Creation and Formatting
- Preview your sub-charts prior to publishing to ensure accuracy
Chart Publishing and Sharing
- 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, as well as a hyperlinked slide or page for each sub-chart
- Set up schedules to refresh and distribute your published files automatically - daily, weekly, or monthly
Planning Tools
- Conditional formatting allows you to automatically format your chart to create customized
views that help you better understand your organization
- Uncouple hierarchy between charts in different tabs for scenario planning, without
affecting the primary chart
- Define criteria to view pre-defined groups at a glance
OrgPlus Enterprise Feature Summary
Chart Creation
- Real-time connection to any database
- Request charts on-demand from any web-browser
- Customize charts in real-time
- Administrator can create pre-defined charts
- Create multiple views
Navigation and Search Functionality
- Dynamically search and request charts in real-time
- Magnify a specific box within the chart
- Automatically size the chart to fit the window
- Scroll through the chart
- Capture a snapshot of the entire organizational chart
- Highlight a section of the organizational chart using the Overview window
Planning
- Use conditional formatting to automatically identify boxes that meet a defined query
- Generate reports for planning and analysis
- Integrates with OrgPlus Standard and OrgPlus Professional for Dynamic Scenario Planning
Administrator Functions
- Design Settings: Customize the organizational chart and directory information
- View Preferences: Make directory and profile views available; Choose a default
number of levels to show; Customize font, text, and color for chart title
- Custom Buttons: Organizational chart and directory information are customized to
ensure access to appropriate information
Reporting
- Create up to the minute directories - Tabular views of chart data
- Generate profiles - detailed information for any box
- Dynamic cursor - based reporting
OrgPlus Standard
System
Requirements:
Pentium class PC. Windows 98/Me/XP/NT4/2000 (Windows 95/98/Me: 16 MB of RAM; Windows NT 4: 32
MB of RAM and Service Pack 3 or higher; Windows 2000/XP: 64 MB or RAM)
OrgPlus Professional
System
Requirements:
Pentium class PC. Windows 98/Me/XP/NT4/2000 (Windows 95/98/Me: 16 MB of RAM; Windows NT 4: 32
MB of RAM and Service Pack 3 or higher; Windows 2000/XP: 64 MB or RAM)
OrgPlus Standard Upgrades
System
Requirements:
Pentium class PC. Windows 98/Me/XP/NT4/2000 (Windows 95/98/Me: 16 MB of RAM; Windows NT 4: 32
MB of RAM and Service Pack 3 or higher; Windows 2000/XP: 64 MB or RAM)
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