Standard Visualize and Manage Organizational Information and Structure

Transcription

1 OrgPlus TM Standard Visualize and Manage Organizational Information and Structure Organize. Visualize. Strategize. Insperity OrgPlus Standard is the easiest way to create great-looking organizational charts. With OrgPlus Standard, you can visualize your workforce and view organizational metrics for your department or company. Enter your data, including names, titles, contact information and other fields, and watch your org charts come to fruition. Selected by over 400 of the Fortune 500, OrgPlus is considered the industry standard for organizational planning. Far more sophisticated than a drawing tool, OrgPlus is the easiest way to create professional-looking org charts and manage the structure of your organization. It s a business planning tool that hundreds of thousands of users worldwide rely on daily. Create Org Charts Fast No drawing skills are required to create great-looking organizational charts with OrgPlus Standard. Never again will you have to manually position or connect the boxes in your chart. OrgPlus helps you do the all the work in one-third of the time. Design Charts OrgPlus allows you to select multiple box layout options such as multi-column and multi-record, and manage vertical alignment within a box to improve the overall appearance of your org charts. With the Microsoft-style user interface, you can simply add, edit, format and move boxes around. To save time, simply use optimized branch styles to eliminate repetitive steps. Understand the Organization OrgPlus Standard embeds over three dozen commonly used HR views into predefined View Templates. All you need to do is map your data to OrgPlus fields, and you can quickly toggle through organizational views ranging from contact information to salary and diversity analysis. Quickly Digest Complex Information Apply rules-based formatting to visually identify all employees who meet specific criteria, such as contract or permanent status. Insert links to other files that contain related information including budgets, employee resumes, employee bios or performance reviews. Communicate Clearly OrgPlus Standard makes it easy to generate phone lists, directories and profiles. Tailor who within your organization views sensitive data by choosing the show or hide option. Additionally, OrgPlus Reader, which is available as a free download, allows org charts to be easily shared throughout your organization. Integrates With Microsoft Include charts in Microsoft Office applications including Word and PowerPoint. Make Quick Updates Powerful formatting and charting tools make editing boxes and defining information fields a breeze. When it is time to edit your charts, OrgPlus instantly repositions all boxes and connecting lines for perfect spacing and centering. Create Scenarios Dynamically move employees around your chart to perform interactive what-if analysis and simplify planning and decision making. Experiment with different scenarios, knowing you can instantly undo or redo multiple steps. Now you can create professional-looking org charts quickly and effortlessly. Try it for yourself and see. orgplus.com

2 Feature Overview Powerful conditional formatting capabilities make it easy to identify organizational information or employee characteristics. Dynamic reporting tools allow you to create reports using chart data, test what-if scenarios and visualize potential budget or headcount impact by chart branch. Chart Creation and Formatting Type names, titles and information into each box. The boxes automatically shrink or expand to fit text. Add boxes by simply selecting a box tool and clicking on the chart. Choose from 36 chart and box templates. Apply one of over three dozen predefined View Templates for best-practice based organizational information. Create multiple charts within a single file. Define an underlying background page that is common to all sub-charts. Use optimized branch styles to eliminate repetitive steps and improve chart views. Apply enhanced box layout options with multi-records and multi-columns. Include images and pictures in your boxes. Customize charts with fill effects, including gradients and textures. Automatically break large charts into smaller, more manageable sub-charts for refined analysis. Data Management and Reporting Create phone lists, salary tables, headcount roll-ups, directories and profiles. Perform spreadsheet functions on chart box data, such as roll-up totals, averages, fractions and standard deviation. Define criteria to view predefined groups at a glance. Show or hide sensitive data. Insert hyperlinks to other files that contain employee-related information, including budgets, employee resumes, employee bios or performance reviews. Search and sort chart data within charts. Use Profile Views to show additional information without cluttering your organizational chart. Planning Tools Easily calculate salaries, headcount roll-ups, averages, fractions of total, standard deviation and more. Create budgets from chart data. Use drag-and-drop calculating and dynamic hierarchical reporting tools. Insert comments in charts to clarify organizational changes. Export Options Send to OrgPlus OnDemand to enable real-time collaboration. Output Web-ready charts in HTML or JPEG format. Distribute charts via from within OrgPlus. Print booklets or wall charts. The Quick Chart panel centralizes all the controls you need to create basic organizational charts. And the Tree panel makes chart navigation a snap. 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. OrgPlus Standard is part of the OrgPlus family of solutions, which also includes: OrgPlus Premium OrgPlus Professional OrgPlus Express OrgPlus Reader System Requirements Processor Requirements - Modern processor (at least 500MHz) Operating System Requirements - Windows XP (SP2) - Windows Vista - Windows 7 Minimum Memory Requirements - For Windows XP: 256MB - For Windows Vista: 512MB - For Windows 7: 512MB - 1 GB 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 - Used when installing from a CD Minimum Graphics Requirements x 768 resolution (1280 x 1024 recommended) Microsoft Office Requirements - Office XP (SP3) - Office 2003 (SP2) - Office Office 2010 Browser Requirements - Internet Explorer 7 - Internet Explorer 8 ORG-P11-843

3 OrgPlus TM Premium Organizational Charting for Planning and Change Management Organize. Visualize. Strategize. Insperity OrgPlus is the industry-standard software for creating, maintaining and communicating organizational charts. With OrgPlus Premium, manage all human resources activities around workforce change from planning through reporting and documentation. OrgPlus Premium enables you to design your future organization and automatically create all the reports and HR forms you need to implement workforce changes. Create Charts Automatically OrgPlus Premium creates organizational charts automatically from virtually any database and integrates directly into a wide range of HR systems and directory services. Data can be imported from several file formats such as CSV, XLS and XML. Customize Charts Create boardroom-quality charts for the organization, management team or board of directors. Personalize your charts by effortlessly applying 36 colorful, professionallydesigned templates. Select from various box layout options such as multi-column or multi-record to more efficiently visualize large groups, and use optimized branch styles to eliminate repetitive steps and improve chart views. Understand the Organization OrgPlus Premium embeds over 36 commonly used HR views into predefined View Templates. Just map your data to OrgPlus fields and quickly toggle through organizational views ranging from contact information to salary and diversity analyses. Automate Chart Updates Refresh and republish the chart data on a scheduled basis to ensure that your employees always have the latest information. The process of communicating organizational information becomes completely automated. Plan for the Future Intuitive and powerful modeling helps you create and communicate organizational scenarios. Set limits for headcount, total compensation or any other parameter and watch as your updates take effect. Track Every Change to Your Workforce Start with your current org chart and make the changes you need: add or remove positions, realign employees and update their information, such as titles or salary. Automatic Chart Creation, Maintenance and Distribution Connection to Current Human Resource Data Dynamic Scenario Planning and Reporting Track Workforce Changes Generate Employee HR Action Reports or PANs Microsoft Office Integration Monitor Effects of Proposed Changes See how organizational changes impact financial projections, span of control and other key performance indicators. Confirm each change and manage the financial and headcount effects of the planned changes. Easily Collaborate and Review Every change to the org chart is recorded so you can easily share ideas with colleagues and accept or reject changes. OrgPlus Premium keeps a full audit trail of each change, including who made it and when. Produce HR Action Forms Once changes have been made and approved, OrgPlus Premium generates all your employee HR action forms or Personnel Action Notices (PANs) for entry into your HR system. OrgPlus Premium ensures that your organizational data will always be accurate with new hire, separation and transfer information. Access Detailed Reporting Choose from over two dozen predefined reports or create your own to easily view comparisons, summaries and other detailed information. Integrates with Microsoft Office OrgPlus technology is embedded in Microsoft Office applications, ensuring compatibility with your existing software investments. orgplus.com

4 Feature Overview Create customized charts with multi-record, multi-column boxes. Improve reporting capabilities with chartcomparison summaries. Understand predefined metrics with summary criteria panels. Track Changes Tracks and displays history of changes such as adding or removing positions, redeploying employees and updating salary information. View summaries and details of all your changes in exportable Excel reports. Share charts with your managers or team members and easily accept or reject changes. Produce a navigable, boardroom-quality PDF or PowerPoint presentation of the current and proposed organizations. Create summary and detailed reports of changes and metrics. Generate Personnel Action Notices (PAN) and reports that translate your org chart actions into HR transactions. Planning Tools Create a summary panel to understand predefined metrics such as headcount, salaries and similar values. Calculate salaries, headcount roll-ups, averages, fractions of total, standard deviation and more. Create budgets from chart data. Use 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. Insert comments to clarify organizational changes. Data Import and Export Connect to almost any live database. Import data from sources including LDAP, Active Directory, ODBC, OLE DB, Oracle, SQL Server, SAP HR-OCI, TXT, and XLS. Retrieve data from almost any HR system. Refresh data with one click. Identify and correct gaps in reports to information with integrated orphan management. Merge fields during imports. Specify assistants, chart breaks, chart collapse points and branch styles during import. Specify alternate managers to indicate matrix or shared reporting relationships. Filter data to create charts for specific departments. Chart Formatting Choose from over 100 view, chart and box style templates. Include images and pictures in boxes that autofit to content. Use box layout options with multi-records and multi-columns. Create multiple tabs within a single file. Customize charts with fill effects, including gradients and textures or background template. Automatically break large charts into smaller, more manageable sub-charts for analysis. Integrated Data Management and Reporting View organizational information in over two dozen predefined reports. Compare chart versions. Define archiving rules to quickly retrieve past and present information. 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, and fractions. Show or hide sensitive data. Insert links to other files that contain employee information. Search and sort chart data within charts. Chart Publishing and Sharing Distribute charts by publishing directly to a corporate Intranet or shared network folder. Create PowerPoint presentations, 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. Distribute charts via from within OrgPlus. Set up schedules to refresh and distribute your published files automatically. Integration with Microsoft Office 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 Premium is part of the OrgPlus family of solutions, which also includes: OrgPlus Standard OrgPlus Professional OrgPlus Express OrgPlus Reader ORG-P System Requirements Processor Requirements - Modern processor (at least 500MHz) Operating System Requirements - Windows XP (SP2) - Windows Vista - Windows 7 Minimum Memory Requirements - For Windows XP: 256MB - For Windows Vista: 512MB - For Windows 7: 512MB - 1 GB 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 - Used when installing from a CD Minimum Graphics Requirements x 768 resolution (1280 x 1024 recommended) Microsoft Office Requirements - Office XP (SP3) - Office 2003 (SP2) - Office Office 2010 Browser Requirements - Internet Explorer 7 - Internet Explorer 8

5 OrgPlus TM Professional Organizational Charting for Workforce Modeling and Communication Organize. Visualize. Strategize. Insperity OrgPlus Professional empowers medium-sized businesses to easily visualize their workforce and make more informed decisions using professional-looking organizational charts and best-practice analytics. Selected by more than 400 Fortune 500 companies, it is the industry standard software for automating the creation and publishing of org charts. OrgPlus Professional includes all the features of OrgPlus Standard, but also connects with your HR database to automate chart creation and place valuable information in the hands of decision makers. Create Charts Automatically OrgPlus Professional creates organizational charts automatically from virtually any database and integrates directly into a wide range of HR systems and directory services. Additionally, organizational data can be imported from several file formats such as CSV, XLS and XML. Easily Manage Large Charts Break large, complex charts into easy-to-manage hyperlinked sub-charts, and save time by creating multiple tabs within one file to present different views of the organization. Chart information can be published to navigable PDF, HTML, Microsoft Office documents and more. Customize Charts Create boardroom-quality charts for your management team or board of directors. Personalize your charts by effortlessly applying 36 colorful, professionally designed templates. Select from various box layout options, such as multi-column or multi-record options, to more efficiently visualize large groups. Use optimized branch styles to eliminate repetitive steps and improve chart views. Understand the Organization OrgPlus Professional embeds over three dozen commonly used HR views into predefined View Templates. All you need to do is map your data to OrgPlus fields, and you can quickly toggle through organizational views ranging from contact information to salary and diversity analysis. Automate the Process Refresh and republish the chart data on a scheduled basis to ensure that your team always has the latest information. With OrgPlus Professional, the process of communicating organizational information becomes completely automated. Plan for the Future with Drag-and-Drop Modeling Use OrgPlus Professional s intuitive and powerful tools to create one or more organizational scenarios. Set limits for headcount, total compensation or any other parameter and watch as your updates take effect. Compare different scenarios instantly, and when you are done, easily communicate your scenarios to your stakeholders. Integrates With Microsoft Office Use Word or PowerPoint to publish and communicate charts, or open and edit OrgPlus-created files from within Microsoft Office applications. This means that employees and managers who do not have OrgPlus installed can use charts to meet their planning and republishing needs. HR ERP Financial Database Automatic Chart Creation Maintenance and Distribution Connect to Real-Time Human Resource Data Dynamic Scenario Planning and Reporting Microsoft Office Integration Publish OrgPlus Charts to a shared folder Publish Word PPT PDF Use OrgPlus for Planning Automatically WEB Export Budgets to Excel OrgPlus Plug-In OrgPlus Reader orgplus.com

6 Create customized charts with multi-record, multi-column boxes. Profiles complement the org chart with additional details. Understand predefined metrics with summary criteria panels. Feature Overview Data Import and Export Connect to almost any live database. Import data from sources including LDAP, Active Directory, ODBC, OLE DB, Oracle, SQL Server, SAP HR-OCI, TXT and XLS. Retrieve data from almost any HR system. Supported systems include Oracle, PeopleSoft, SAP, Lawson and others. Eliminate the need to re-import data every time an update is made to the database and preserve chart formatting with one-click data refreshing. Identify and correct gaps in reports to information with integrated orphan management. 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. Chart Formatting Type names, titles and information into each box - boxes automatically shrink or expand to fit text. Choose from 36 chart and box style templates. Apply one of over three dozen predefined View Templates for best-practice based organizational information. Automatically break large charts into smaller, more manageable sub-charts for refined analysis. Highlight key information with smart fields and conditional formats. Create multiple tabs within a single file. Define an underlying background page that is common to all sub-charts. Include images, icons and pictures in boxes that autofit to content. Customize charts with fill effects, including gradients and textures. Utilize enhanced box layout options with multi-records and multi-columns. Integrate Windows Office-style interface and toolbars. Integrated Data Management and Reporting Compare chart versions in an easy-to-read report. 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 and Sharing Distribute charts by publishing directly to a corporate intranet or shared network folder. Create PowerPoint presentations, 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. Distribute charts via from within OrgPlus. Set up refresh schedules to distribute your published files automatically - daily, weekly, or monthly via , FTP, or a shared network. Planning Tools Create a summary panel to understand predefined metrics such as headcount, salaries and similar values. Calculate salaries, headcount roll-ups, averages, fractions of total, standard deviation and more. Create budgets from chart data. Use drag-and-drop calculating and dynamic hierarchical reporting tools. Define criteria to view predefined groups at a glance. Uncouple hierarchy between charts in different tabs for scenario planning, without effecting the primary chart. Insert comments in OrgPlus charts to clarify organizational changes. Integration with Microsoft Office 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 Professional is part of the OrgPlus family of solutions, which also includes: OrgPlus Standard OrgPlus Premium OrgPlus Express OrgPlus Reader ORG-P System Requirements Processor Requirements - Modern processor (at least 500MHz) Operating System Requirements - Windows XP (SP2) - Windows Vista - Windows 7 Minimum Memory Requirements - For Windows XP: 256MB - For Windows Vista: 512MB - For Windows 7: 512MB - 1 GB 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 - Used when installing from a CD Minimum Graphics Requirements x 768 resolution (1280 x 1024 recommended) Microsoft Office Requirements - Office XP (SP3) - Office 2003 (SP2) - Office Office 2010 Browser Requirements - Internet Explorer 7 - Internet Explorer 8