FAQ

OrgChart 8 and 7 Technical Specifications

System Requirements

Operating Systems Vista, Windows 7, Window 8 or higher 32 or 64-bit

Interfacing Programs

  • Microsoft Excel – Versions 2003, 2007, 2010, All MS-Office versions Microsoft Word – Versions 2003, 2007, 2010, All MS-Office versions
  • Microsoft PowerPoint – Versions 2003, 2007, 2010, All MS-Office versions Microsoft Visio – Versions 2003, 2007, 2010, All MS-Office versions
  • Interactive PDF / Adobe Acrobat Reader – All versions
  • Flash – Version 8 or higher

Browser Compatibility

Internet Explorer, Firefox, 
Google, Chrome Version 20

Interfacing Databases and Formats

  • Excel (Workbook and CSV)
  • Microsoft Outlook
Microsoft Active Directory / LDAP XML Document
  • Oracle Databases – Versions 8 and 10
  • Microsoft SQL Server – All versions
  • Microsoft Access – Versions 2003, 2007, 2010
  • Microsoft Project – .mpx file interface, Version 2002

Publishing and Reporting Format Options

  • Publish all supported image types (jpg, png, gif, bmp, etc.)
  • Adobe Reader Interactive PDF
Microsoft Word
Microsoft Visio
  • Microsoft PowerPoint
  • Flash

Data Management HRIS Formats

  • Kronos,
  • Peoplesoft,
  • Oracle HR EBS
  • Banner
  • SAP

Recommended Mac Specifications

  • Windows® 7 or higher
  • Mac OS X v 10.8 or later
  • VMWare Fusion or Parallels

Is there a tutorial I can watch?

We have a library of video tutorials for you to watch on how to use OrgChart Professional or Orgchart Platinum.  Visit OrgChart 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 located here.

What Functions Can OrgChart Perform?

OrgChart (organization chart software) is powerful tool used to create and publish professional and beautiful organizational charts, reports and directories, in minutes. Draw organization 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:

  • Visualize and model organizational change scenarios
  • Build and display dynamic, multilevel organization charts
  • Create employee directories and management files
  • Model and evaluate impact of organizational 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 Organization is OrgChart Designed For?

Short answer: Your organization! OrgChart is the fast and easy, personal desktop tool for any manager, team leader or supervisor responsible for mid-sized, small, matrix and large organizations 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 organizations less than 250 employees. OrgChart works great for all types of teams and organizations including sales teams, local and national government agencies, universities, government agencies, banks, tech companies, schools, hospitals, non-profit organizations, sports teams and more.

OrgChart-Example7

What formats can OrgChart publish to?

OrgChart offers a variety of means by which you can share organization 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 support@officeworksoftware.com 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

auto-import-data-to-orgchart2You 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 organization / HR data, and automatically updates the common outputs such as a PowerPoint presentation or Flash web site.

To download the complete instructions click here.

How to Create an Org Chart by Importing Multiple Excel Files

OrgChart Pro can import from two Excel spreadsheets.

Suppose, Excel file contains two sheets or Tabs (attached)

How-to-Create-an-Org-Chart-by-Importing-Multiple-Excel-Files2

The second sheet contains some more people data.

How-to-Create-an-Org-Chart-by-Importing-Multiple-Excel-Files-orgchart

This query (below) gives the ability to import data from the second sheet as well. Actually, this is a rather flexible tool, but it requires the SQL requests knowledge. Here is the syntax:

SELECT * FROM [Sheet1$] P INNER JOIN [Sheet2$] C ON P.ID=C.IDPerson

How-to-Create-an-Org-Chart-by-Importing-Multiple-Excel-Files

Consider this if you are asked about any situation where multiple spreadsheets are involved.

If you have additional questions contact: Support@officeworksoftware.com

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 authorized users. The ability to update and change information on the chart can also be password protected or restricted to selected users.

OFFICIAL ANNOUNCEMENT - Officework Software Discontinues Support for OrgChart v5

On June 15, 2014 OfficeWork Software will no longer support OrgChart Professional v5. and Windows XP. We recommend that all OrgChart Pro v5 customers upgrade to OrgChart Professional or OrgChart Platinum.

We have made this decision based upon changes in Windows 7 and 8 and the release of the current release of OrgChart Professional. If you have questions please contact support@officeworksoftware.

Getting started basics

Ideal for small companies under 100

The latest from OrgChart®, Version 8

Taking org charts and workforce management to a new level

Our subject matter expert, Joe Kolinger, walks through the advanced features of our latest version of OrgChart Professional and Platinum. Learn how OrgChart 8 can help solve your succession planning and workforce management obstacles.

Contact Us

OfficeWork Software, LLC

353 Bel Marin Keys Blvd. Suite 8

Novato, CA 94949

+1 (415) 462-1313

Toll Free: 1 (800) 477-408
Sales@officeworksoftware.com

Support@officeworksoftware.com

Webinar

Our webinars cover new products and features, FAQs, and customized solution best practices. Sign-up for our bi-monthly webinars and see how OrgChart can simplify your org charting and scenario planning.

Register