New Workforce Planning & Talent Visualization Tools in OrgChart

Businesses are going through continuous change: changes in the market, shifting business priorities and new skill demands. Keeping employees organized to focus on the business goals is a critical, never ending process.

OrgChart has long been a trusted for workforce planning and organizational charting. Now OrgChart provides features that make charts easier to create and maintain – and planning tools to help management align the organization. OrgChart is perfect for workforce modeling, succession planning, re-orgs, mergers, force reductions, talent management and projects.

With OrgChart you will visualize your workforce data to give better insight into the talent that drives company success.

The OrgChart 9 Interface gives you a clear view of the organization


The OrgChart Interface gives you a clear view of the organization

Auto Conditional Formatting

OrgChart makes it easy to get a rich picture of talent and also show the impact of changes to your organization.

Auto Conditional Formatting is a workforce planning tool designed to give instant visualization of on-the-fly organizational changes. Simple data conditions or rules may be used to cause box color, shape and layout to change as data values are modified. The Auto Conditional Format feature is accessed on the Data tab.

Here is a box with name and title. In the auto format example boxes with Performance and Potential scores equal to one will be shown in one style and all others in another style.

Here is a box with name and title. In the auto format example boxes with Performance and Potential scores equal to one will be shown in one style and all others in another style.

The original box.

The original box. 

A box with Performance = 3 and Potential = 3. Danni is a high potential employee.

Performance = 3 and Potential = 3.
Danni is a high potential employee.

Smart Fields

Smart Fields give graphical indicators of your HR data, making it easier to understand and visualize.

A Smart Field will instantly display an image or text value based on changing a box’s data. In this example we will display one of nine graphics based upon values placed in two data fields: performance (values 1-3) and potential (values 1-3). As these values are changed the graphic will instantly change.

Here is a box with name and title. In the auto format example boxes with Performance and Potential scores equal to one will be shown in one style and all others in another style.

Smart Field is a new field type that is set up through the Data / Chart Dataset command 

Dynamic Report Writer

Slice and dice your HR data and create on-the-fly reports.

The Dynamic Reports feature enables you to create data sort, filter, groupings and summaries. Whatever data has been imported can be easily retrieved, computed and presented.

Side-by-Side Visualization
Side-by-Side Visualization

Compare Plans with Side-by-Side Chart Visualization

See the difference between before and after versions of the organization so you achieve your goals.

Evaluate before and after organizational plans with Side-by-side chart visualization –charts can be visually compared (1) as before and after scenarios. A comparison report can also be generated that shows the differences (2) at the record and field levels.

Easier Data Cleansing/Orphan Processing

OrgChart has the tools to help you identify anomalies and fix your HR data.

It’s not unusual for a company’s HR data source to need some cleanup, and OrgChart makes it easy to do so. Data cleansing tools identify records missing supervisor connections and stores them in a staging area (1) for identification and resolution. Records may be dragged into position on the chart to correct missing hierarchies.

Easier Data Cleansing/Orphan Processing
New Planning Staging Area

New Planning Staging Area

Now it’s easy to move people anywhere within a chart. The new staging area gives you the ability to model any organization scenario.

Reassigning individuals or entire groups of employees is easy using the Staging & Planning view. You can remove boxes from a chart and place them in a temporary staging area until you decide where you want to insert them in the organization structure. Rearranging people into different jobs or groups is made very simple.

New Personnel Profile Views with Conditional Formatting

The Personnel Profile view allows for a detailed view of the employee.

OrgChart brings a new level of ease of use and aesthetics to the job of org charts. This view also enables justification of field values. Notice that field names are in a left column and the field values are in the right column. Personnel details are easier to read and recognize.

New Personnel Profile Views with Conditional Formatting

Manage Changes to the Organization with the Change Tracking Feature

Identify changes to the chart with a complete audit trail of what changed, when it was changed and who made the change.

When using OCP for planning, an option to identify any changes to chart data will be logged in a Track Changes window. The user can see which changes have been made, what the changes are, and who made them. The user can proceed to generate approval reports (Personnel Change Notification) for each position. These reports will show what change has occurred and the reason for the change.

So when the user is finished they have both the new chart and an audit trail of all changes.

You will know:Manage Changes to the Organization with the Change Tracking Feature

  • People or positions added
  • Changes to any individual
  • Separation of employees
  • Person who made the change
  • In addition to the Personnel Change reports there is also an option to export the log to excel.

Maintain an Approved Audit Trail with Personnel Change Authorization Reports

Approval forms are generated when changes to the organization are made. Now you can know that any changes to the chart are documented and approved by the appropriate manager.

A document is created for processing any personnel changes, terminations or new hires. The document is presented in Microsoft Word format showing before and after values and also contains fields for a manager’s explanation and an approval signature.

Manage Changes to the Organization with the Change Tracking Feature

Sort Chart Boxes by up to Three Data Fields

Sort boxes so that it’s easier to find your people.

Manage Changes to the Organization with the Change Tracking Feature
Manage Changes to the Organization with the Change Tracking Feature
Manage Changes to the Organization with the Change Tracking Feature

New Chart Headers and Footers

Headers and footers can be customized to be more informative.

Users can add header and footer information as well as a variety of color templates.

Manage Changes to the Organization with the Change Tracking Feature

Align Multiple Data Fields with Dashboard Tables

The Dashboard Table summarizes chart data in one location.

Previously users struggled to align dates, labels and Autotext data fields on a chart page. The new table object makes it easy to combine and attractively align fields in a group and place them anywhere on the page.

Manage Changes to the Organization with the Change Tracking Feature

Improved Chart Box Presentation Controls

OrgChart has new box styles.

The chart boxes have new formatting options designed for improved readability.

Manage Changes to the Organization with the Change Tracking Feature