Data import: Create your first org chart
Why draw organizational charts by hand when there’s an easier way?
Linda, the secretary, used to maintain the company’s organizational chart by hand in a simple drawing program. The changes were time-consuming and complex. Now she’s had enough!
She has just discovered orginio, a straightforward software solution for organizational charts. Aside from being easy to handle, the org chart software is free of charge for visualizing up to 50 employees.To get started, Linda first registers at www.orginio.com and receives her access data right away. After logging on, she can immediately start with the creation of the organizational chart – there is no download of the software needed.
In Linda’s case, there is already an Excel file prepared containing all the employees’ necessary data. As an alternative, she could also synchronize orginio with an HRM system such as ADP Workforce Now®, ADP Vantage HCM® or BambooHR ® and her org chart would automatically be created. Linda uploads her saved Excel file as the data source and chooses which details are to be shown in the organizational diagram. The corporate structure is displayed straight away.
Add new information to your existing org chart
There is the new branch “Customer Service Canada”. Linda wants to add the new data to the existing org chart in orginio. She opens the data import and selects the Excel file, which contains the additional information. orginio automatically identifies the columns of the imported data. Linda clicks “Next” and selects the option “Additional import” to add the new information to the companies’ structure.
Update your organizational chart
People join or leave the company. Employees move to other positions. Teams are restructured. It is a great challenge to visualize up-to-date company structures. Linda has already updated the company structure in her Excel file. Then she starts the data import and selects the file containing the updated data stock. The columns of her Excel sheet are already recognized correctly by orginio.
Now, she synchronizes the data to update the existing org chart. Objects that were not part of the new import file have been deleted.
Import sensitive data
Provide additional information e.g. for Executives
Linda wants to import sensitive data that is not meant for every orginio user to see. She starts the import process and uploads the Excel file containing the employees‘ qualifications. The only people allowed to see this information within the organization are the executives. In the import dialog Linda manages the access control for the user group “Executives” and finalizes the import process. The qualifications have been imported and are visible to the Executives only.