Happy holidays from your orginio team!

Happy holidays from your orginio team!

It’s that time of the year again and as we are taking a look back on the past months we hope that orginio was of great use to you in 2018 when creating your org charts!

Maybe our cloud solution helped you share details on the org hierarchy with your colleagues? Did you integrate it into your company’s intranet portal? Or, were you able to visualize additional relations such as succession within the org chart via dotted line?

Whatever the scenario, in order to keep working with orginio easy and straightforward, we’ve published some articles this year in the orginio blog that target various possible application scenarios.
In addition, you’ll find some helpful videos on our Examples page as well as articles to cool features on the Favorite Features page. You should have a look 😉

New design for greater user experience

To further optimize the orginio user experience, we introduced a design update this year. It’s modern and fresh, and allows you to present more information in the org chart, e.g. additional details of a selected object.

Thanks to new display rules, objects can now either be blanked out or highlighted via color coding. If you haven’t tried these rules out, you should. This way, it’s so much easier to focus on the information relevant to you!

But before you dive back into org charting with orginio, we would like to wish you happy holidays and a healthy, prosperous new year!

Let there be more smart org charts in 2019! 🙂

All the ways to navigate through your orginio

Are you looking for a certain org unit or position, or do you need to know where to find a colleague?
orginio offers several ways to quickly get to the desired spot within your org chart.

Level navigation

One possibility is to move through your org chart with the help of orginio’s level navigation. Simply click onto the arrows below the org chart boxes to open the next hierarchy level.

Level navigation in orginio

Hierarchy tree

orginio also comes with a hierarchy tree from version advance ATTRACTIVE onwards, providing another, more compressed view of an organization’s complete command structure right next to the org chart view.
Each org level can be opened or closed via the arrow symbol. By clicking on an object within the tree, you are navigated to the respective box within the org chart.

Zoom to fit

Is it easier for you to find what you are looking for with an overview in front of you? In that case, just click the button “Zoom to fit” and your org chart will be fit to your screen size.

Zoom to fit in orginio

Search function

Last but not least, orginio’s search function allows you to get directly to the desired entry point in your org chart. Type the name of the respective person, position or org unit into the entry field and select the right hit from the drop-down list.

Related links:

How to publish, share and print org charts with orginio

How to publish, share and print org charts

In our blog article „The benefits of orginio“ we already pointed out how an org chart can be beneficial to different groups of people within an organization. But first, it needs to be made available to them. So, in case you have just finalized or updated your org chart, here are some ways to share it with your colleagues.

Publish on the intranet

In order to reach as many co-workers as possible, you can publish your organogram on your company’s intranet. All you need is the access key, a public link, which you integrate into the portal. The access key comes with the great advantage that existing access rules are in effect.
Find a more detailed description on how to generate the access key and publish your orginio in the article “Integrate your org chart into your intranet portal”.

Share

The entry link – read more about it on the favorite features page – is not only helpful if you’d like to bookmark a certain point of the hierarchy structure to come back to if needed.
The entry link can also be shared with co-workers to inform about or discuss a certain view of the org chart.
Make sure that your colleagues are logged in before using the link as access rules apply.

Print

Printing org charts from orginio is really easy. Click the print button in the settings bar to receive either a PDF or an image file (your choice!) of the displayed boxes. In this case, what you see is what you get.

Select print from the settings bar in orginio

Visualizing organizational relationships in your org chart

Ingentis HR gimmicks

 

By Kelly O’Hara

 

Relationships within an organization are neither simple nor one-way. Therefore, it’s not enough to display a standard hierarchical structure when trying to point out the deeper connection of co-workers. As mentioned in an earlier article about organizational visualizations, illustrating relationships that are cross-departmental, project-based, or otherwise outside of an employee’s regular reporting structure helps HR and managers see all areas of the organization that an employee touches. So let’s have a look at different visualization possibilities in this next Ingentis HR gimmick.

Why visualize relations

Structures and relationships in organizations aren’t always black and white. For example, an employee can directly report to one team or manager but also work closely with another team. Or, there is a special connection between two colleagues that may not have too much impact on the everyday work life but is generally of great importance, e.g. a mentorship. This is why it’s very helpful to use different visualizations to highlight specific connections.

Solid and dotted lines

The most common way to do this is by implementing solid and dotted line structures.
The solid line is also known as legal line and typically represents the reporting structure concerning for example vacation requests, everyday workflows and legal processes. Dotted lines on the other hand can be a bit more nuanced and are implemented differently amongst companies. Here are some examples:

Mentors

At first sight, it may not seem necessary to include a mentorship on an org chart, but they can be helpful for oversight especially during employee onboarding. If your company has a formal mentor program for new employees, it can help to keep track of who is working with whom, or show if there are enough mentors for all the new employees.

Successors

To assume that your org chart is set in stone and that no one will move away from the company or change roles only hurts you in the long run. Org charts are constantly changing due to joiners and leavers, promotions, or role changes. One way to stay on top of these changes and make transitions easier for your organization and teams is to implement a successor program.
Not every role needs an official successor documented, but high- to mid-level managerial positions can benefit from having a successor in place. Successors can be visualized on an org chart through the use of dotted lines. This allows both HR and upper management to track a successor’s relationship with their current and future role and make sure that processes are in place for future success.

Deputies

Another reason to work with dotted lines is to point out one’s deputy. Let’s say, you’re planning on going on a sabbatical. Your colleagues will need to know who to get in touch with once you’re out of office. Implementing dotted lines in your org chart is a quick and easy way for them to find the answer. No need for the time-consuming questioning of several co-workers in vain – it’s all there, in your organogram.

Network visualizations

One valuable structure to document is that of agile networks, such as project teams. These networks are typically temporary and comprised of employees from multiple departments. For example, a product launch would require employees from product, engineering, and marketing to work together closely. A customized relation, illustrated as what we call a network visualization, could connect all team members, including the project team lead.
To avoid confusion, this network visualization would not be part of the default org chart but an additional view.
As a result, the default org chart would provide an overview of the legal structure while the network visualization shows how many project teams there are and who is part of them.

Both our org charting solutions Ingentis org.manager and orginio offer the possibility of highlighting relationships via dotted line. In addition, Ingentis org.manager enables network visualizations. To find out more about the software, visit:

Ingentis org.manager 
orginio

Integrate your org chart into your intranet portal

Integrate your org chart into your intranet portal

The company intranet portal is essential for employees when looking for information. This is why we believe it is very useful to integrate the corporate org chart there, too. This is no problem for org charts created with orginio. All you need is a so-called access key.

Publish your org chart with the help of an access key

This link is generated in the applications tab of the user management. Click the button “+ Access Key” and select “Public access to orginio” as type of application. Then, choose an expiration date and name the access key. After these quick steps, you’ll be presented with the access key, a public link. Please be aware that due to security reasons the link is only displayed after being created. Copy it from out of the pop-up window to place it on the respective page of your company’s intranet portal.

Employees benefit from the information at their fingertips

As soon as the org chart is online, every employee benefits of a clear, reliable overview of the company hierarchy, including further data such as contact details. Of course, the access control rules you’ve added to the organogram apply. The integrated search functionality offers a quick way to find co-workers by certain criteria such as name, special skills or hobbies. Especially new colleagues profit from the possibility of retrieving information about other team members, their contact details and responsibilities.

Organizational visualizations with org charts

Ingentis HR gimmicks

By Kelly O’Hara

We as humans are inherently visual. About 83% of what humans perceive is based on sight1 with the other 17% broken down among the other senses. As a logical consequence, we believe that the visualization of HR data (or any data in general) is an essential tool for identifying the information that is important to you when sifting through the data jungle! So, let’s explore some different ways you can create visual representations – with your org chart!

Hierarchy Structures

One of the most obvious visualizations for org charts is the hierarchy structure. Being able to see an entire organization from top to bottom in a visual way makes it easy for anyone viewing the chart to understand relationships and reporting structures quickly. An org chart can show details like pictures of employees, team structures within groups, and other data, or it can be a simple hierarchy tree that allows for viewers to easily drill down into departments and command structures.

KPIs

Integrating KPIs directly into your org chart gives HR and managers quick access to important information about teams and departments, facilitating the process of HR controlling. For example, if your organization is looking to grow a department’s head count by the end of the year, showing the head count KPI right on the chart makes it easier to see how close you are to reaching your goal at a glance rather than drilling down into the department and manually counting the roles. Or, how about visualizing each department’s budget spent to see at a glance if they are still on track?
Check this page to see some more examples of how the visualization of KPIs looks like with Ingentis org.manager: https://www.ingentis.com/orgmanager/orgchartsoftware/controlling/

Big Data

The visualization of big data can be incredibly beneficial. Rather than working with spreadsheets and documents full of numbers and text, creating a visual representation of your organization’s data can make it easier and faster for consumption of the information at a glance. Employee demographics such as gender or age, location and head count are just a handful of data sets that can be visually represented.

A thought to keep in mind: The larger your organization, the more data you most likely have available. However, just because you have data available doesn’t mean you need to visualize all of it! Focus on making your complex or extensive data visual. If a visualization of the data doesn’t help in time-to-comprehension, it probably isn’t necessary.

Relationships

Relationships on an org chart can be different from a standard hierarchical structure. Visualizing relationships that are cross-departmental, project-based, or otherwise outside of an employee’s regular reporting structure helps HR and managers see all areas of the organization that an employee touches. For instance, you can create separate groups for these relationships (e.g., project or agile teams which we’ll go further into below) or show the relationship through dotted lines. Read more about the visualization of organizational relationships in this Ingentis HR gimmick.

Special Skills

Special skills can often be overlooked as an important part of org charts. Adding skills to your organogram can help HR or managers quickly find employees who fit certain descriptions or have a non-role-related skill without having to send out to company-wide communications asking for the information.
Keep track of who on your staff is certified for first aid, what additional languages anyone speaks, or what degrees people hold. And what about fun information for culture like who enjoys playing soccer? The options for what you record are endless. A great option to visualize this kind of information easily is with the help of icons. Another way of quickly finding employees with special skills is by incorporating the search function. This example called “Who plays soccer” shows how it works in our cloud solution orginio: https://www.orginio.com/examples/

Agile Teams

Since agile teams are dynamic-based on which roles are needed for projects at a certain time, visualizing how they fit into your organization can be incredibly beneficial. There are a few ways you can visualize your agile team within your overall org chart. For example, try color coding employees who are part of a team, creating completely separate groups for the agile team. Or giving iconographic indicators to these employees so that when you look at the organization as a whole, you can delineate which employees are currently working on an agile project.
We recently wrote a blog post about how you can visualize agile team structures which you can check out to dive even deeper into the topic.

To learn more about ways to visualize your org charts with Ingentis, have a look at our org charting tools:

1.See for example Florack, Scarabis, Primosch (2012, p. 325), or Braem (2004, p.192). 
The benefits of orginio

The benefits of orginio for executives, HR managers and each employee of an organization

Org charts by orginio are versatile HR tools that each employee of an organization can benefit from.

Executives

The whole team at a glance, thanks to orginio. The overview orginio provides to executives is clear and rich in content – and it’s available anytime and anywhere.
Need to draw some information about a team member or contact them? Or, would you like to have a closer look into resources? It’s all possible in your orginio org chart.

Access protection allows you to limit the availability of confidential data to certain people.

HR managers

With orginio, the creation of org charts is easy to handle. If the necessary data is already saved in an Excel file, all you have to do is upload it to orginio! Of course, you can start from scratch and develop your hierarchy structure step-by-step. Additional information about an employee (e.g. skills) can be added at any time.

Dotted lines show relationships between employees, e.g. mentor- or deputyships, or successors.

Org chart branding is also possible with orginio: Give your org chart the right look by adjusting it to your corporate design or selecting one of the designs already available with the application.

Changes to a company’s structure can happen anytime. Reorganize your org chart within seconds via drag & drop.

Executives and HR managers

The visualization of important KPIs turns org charts into a powerful strategic tool for executives and HR managers. Be it head count, span of control or other key figures – it takes just the push of a button to display them within the org chart.

Each employee of an organization

orginio provides everybody with a clear, reliable overview of the company hierarchy, including contact information. The integrated search functionality helps when looking for further data.
Especially new colleagues profit from the possibility of retrieving information about other team members, their contact details and responsibilities.
The org charts are printable and exportable.

Are you interested in learning more about orginio? Check out the org charting tool’s most favorite features here.

The org chart as an operational tool

by Kelly O’Hara

Once in a while, when time allows, we would like to share with you why we are so into HR software. For example, when it comes to the efficient use of HR data: The amounts of information that HR departments have to deal with is enormous. And often, time is not on their side. But there are a few ideas that might help sifting through all of the data to discover and make use of what is important for the specific situation. For one, org charts are great for that. “Org charts?” you might say aloud in wonder. Let us walk you through it in our new blog series “Ingentis HR gimmicks”!

When typically thinking of an org chart, people often imagine a family-tree style visualization of their company’s structure that is mainly used to look up somebody’s phone number or last name. But did you know that there’s so much more to an org chart? With the following use cases, we’d like to give you an overview of the full operational power org charts really provide.

The Central Directory

The most common use case for an org chart is probably how employees can easily refer to it as a directory of their entire company that lets employees know who’s who on certain teams and their structures. Directory-style org charts can be quite basic, showing name and title and potentially nothing else. However, they become a lot more useful when they’re injected with a greater amount of information.

At the very least, org charts should include employee photos. This makes it easier for colleagues to seek one another out, especially in larger organizations. Further details like phone number, location, or even whether or not the employee is on parental leave can be added to the chart for better visibility into the workforce.

A Better Way to Plan

A robust org chart tool can help in planning team, department, and company reorganizations to the point of contentment before putting them into action. Using an org chart to visualize a reorganization can help avoid overlooked problems like too many vacancies on a team. Tracking budgets for teams and departments within an org chart can ensure that any changes your company is planning are feasible based on what certain teams are allocated.

The more collaborative the planning within an org chart is, the better. With a tool that allows for real-time tracking as well as multiple users, teams are able to plan more efficiently, without having to send plans back and forth to one another. Instead, members of various different teams can work together within the chart so that no plans or versions are lost.

Tracking Roles, Responsibilities & Workloads

Sometimes it can be difficult to see just how overworked an employee is until it’s visualized. With an org chart that tracks roles and responsibilities, team members and managers can quickly see if one person is taking on the majority of a certain type of work or if it’s spread out over the proper amount of people.

Tracking KPIs like this within your org chart, makes it easier to plan for additional headcount if workloads become too much for an individual or an entire team. Being able to compare similar roles and workloads within an organogram enables managers to see how comparable teams are structured and which structures result in the best outputs.

Bring Remote Workers Together

Since many companies now offer their employees to telecommute either full- or part-time, it is important to have tools available to facilitate the collaboration between these remote workers and teams. An org chart can help remote employees get a better picture of what their team looks like and who they can go to within the organization.

As face-to-face time may be limited with remote workers and teams, it is crucial to have a structure in place that allows them to easily access the information of their colleagues. Since walking to someone’s desk to ask a question isn’t a possibility, org charts help by giving more visibility into a team mate’s information.

Ingentis offers org charting solutions as add-ons to leading HR systems such as SAP ERP HCM, SAP SuccessFactors, Oracle HR solutions, ADP Vantage HCM, ADP Workforce Now and more. Click on the following links to learn all about:

Happy holidays...and lots of smart org charts in 2018!

Happy holidays and smart org charts for 2018!

Did you enjoy org charting with orginio this year? We hope the favorite features presented to you during the past months were helpful when working on your org chart. Of course, they are available online for you to browse.

Keeping it smart and simple in 2018

As for next year, look forward to some useful “How to” guidelines to keep org charting with orginio smart and simple. For example, are you planning to integrate your orginio into the company intranet? Or, would you like to provide org charts for different target groups? We’ve prepared some ideas for you!

orginio milestones 2017

Meanwhile, there are quite some orginio milestones to look back on: For example, a new webservice interface allows you to merge org charts from orginio and the on-premises solution Ingentis org.manager. As a result, decentralized structures can be shown within the central org chart.
As orginio now integrates with both ADP Workforce Now and ADP Vantage HCM, it was added to the ADP Marketplace. In our effort to provide a broad availability of the HTML5 app, we were also able to list orginio in the Deltek Product Marketplace. Of course, we won’t stop here and are already working on further integrations and app store listings – stay tuned.

Thank you

As you can see, it’s an exciting time for orginio and we are looking forward to all the things to come in 2018. But before targeting the next cornerstones, we would like to say thank you for your trust in us and in orginio.

We wish you happy holidays and a healthy and successful new year!

orginio available from Okta application Network

orginio’s first single sign-on integration

Online org charting tool ready-to-use in Okta Network

orginio, Ingentis’ org charting and workforce planning solution for the cloud, has now been added to the Okta Application Network (OAN). Okta, leading single sing-on (SSO) provider in North America, is known for being the “foundation for secure connections between people and technology”. Its OAN platform offers SSO access to currently more than 5.000 pre-integrated applications while complying with highest security standards.

First SSO integration

Aside from now being part of a network that connects thousands of organizations with essential business applications, the addition to the OAN is also a special first for orginio: “This is the first SSO integration of orginio and therefore definitely marks a highlight in our cloud solution’s still very young life!” says Michael Grimm, product manager of orginio. “People have been given ease of mind when working with their cloud apps thanks to Okta. Now, they can also enjoy smart org charting with orginio in the same safe environment.”

The integration of orginio is attended by the SAML authentication standard, an open-standard, XML-based data format for verification processes.

orginio offers five different licensing packages featuring various functionalities. The proceed PERFECT package comes with single sign-on.

Visit the Okta Application Network