Is there a tutorial I can watch?
We have a library of video tutorials for you to watch on how to use OrgChart Professional. Visit OrgChart Professional Videos
How do I create an org chart by importing data from Excel?
To quickly create an org chart from your existing Excel data, download our step by step instructions here.
What Functions Can OrgChart Perform?
OrgChart (organisation chart software) is powerful tool used to create and publish professional and beautiful organisational charts, reports and directories, in minutes. Draw organisation charts easily with little or no typing by importing data from your existing Outlook®, Excel® or any ODBC-compliant database. Publish results to Excel®, PowerPoint®, Visio®, Interactive Pdf, SharePoint®, OnDrive® and Dropbox® and even the Web. And manage critical employee files and data with a click. The OrgChart database allows you to add fields for employee contact information, or file attachments for documents such as resumes, performance assessments, photos or image files, Web links, and more. Additional templates and step-by-step tutorials included in this great tool help you:
- Visualise and model organisational change scenarios
- Build and display dynamic, multilevel organisation charts
- Create employee directories and management files
- Model and evaluate impact of organisational change scenarios
- Provide instant on-line access to reporting structures, payroll information, security information, emergency contact information, hire dates, new hire needs, termination dates, general contact information, education, job experience, resumes, job appraisals and more.
What if I don’t have existing files and data to automatically build my org charts?
OrgChart is an exceptional tool for those who have no existing data and must build their charts manually from scratch. With easy to use, simple drag and drop functionality, OrgChart makes it easy for you to create and publish your charts. And if you are in a rush or just don’t have the time to create your chart; our OrgChart Experts can be hired to create your chart for you. Contact us by email or call +1 415-462-1313.
What Kind of Organisation is OrgChart Designed For?
Short answer: Your organisation! OrgChart is the fast and easy, personal desktop tool for any manager, team leader or supervisor responsible for mid-sized, small, matrix and large organsations and teams. OrgChart Platinum can easily chart and mange up to 15,000 employees in an easy to understand format. Or you can choose OrgChart Professional for organisations less than 250 employees. OrgChart works great for all types of teams and organisations including sales teams, local and national government agencies, universities, government agencies, banks, tech companies, schools, hospitals, non-profit organisations, sports teams and more.
What formats can OrgChart publish to?
OrgChart offers a variety of means by which you can share organisation charts with others who do not have the OrgChart software installed. Publishing options include an interactive PDF, PowerPoint, image files, Visio, and web options such as HTML5 web pages and yes even Flash. In addition OrgChart has reporting options for Excel and PDF.
How do I get Help When Using OrgChart?
Your success is our number one priority. If you encounter questions and need help, our web site and our staff are here to help you.
- Our software contains built in context sensitive Help tools, Wizards and Tutorials, and a fully indexed Help section.
- Free help with installation and set up is included as part of your purchase.
- OrgChart user manuals are available for downloading at anytime directly from our website.
- Purchase a Support Service Plan for free access to our expert staff.
- Or email firstname.lastname@example.org or contact us via our live chat function.
Tell me what publishing an org chart means?
Publishing an org chart means that you have the ability to save, export, or upload your chart to your company server (SharePoint), network, intranet or even website (OneDrive, Dropbox). This makes it possible for you to share your created charts, reports and directories with all or a few selected employees. Simply select the directory in which you wish to save the chart and choose the file format (PDF, Power Point or Word, html 5) that you wish the chart to be viewed in. The same applies to any file linked or attached to your chart.
Silent Update Instructions for OrgChart
You can now schedule automatic daily updates to the org chart using data from your HR database. The OrgChart program can be run using command line parameters. Updates may be made to a web site, PowerPoint, and more.
This feature was added for customers who receive frequent changes to their HR data and want to update the OrgChart on a daily basis. They do not want to have to take the time and human effort to run the OrgChart program manually.
With Silent Update you can schedule a job that calls the OrgChart program, runs it using the most recently updated organisation / HR data, and automatically updates the common outputs such as a PowerPoint presentation or Flash web site.
How Do I Restrict Access to Confidential Information?
OrgChart can be securely contained directly on your PC. Information and files you wish to share with others can be uploaded to your corporate server, intranet or web but will still remain linked to your desktop where you will have full editing capabilities. Sensitive information, such as salaries and home addresses, can be password and filter protected to authorised users. The ability to update and change information on the chart can also be password protected or restricted to selected users.