Data and profile picture import
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 a CSV 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 CSV file as the data source and chooses which details are to be shown in the organizational diagram. The corporate structure is displayed straight away. In a next step, Linda imports the employees’ profile pictures.
Find more information about profile pictures in orginio on our favorite feature site.
View job openings and contact data within the org chart
In need of detailed information about an employee?
Linda wants to contact her colleague Steven Dearing who is Head of quality management to get more information about a vacant position in his team. She selects his box in the viewing mode and immediately receives further details about Steven. She double clicks on the phone number to call him directly.
Reorganization and scenario-based modeling
How can I restructure?
Ricky White needs to be moved to the Finance department.
The reorganization is no problem for Linda. She has everything under control. Using drag-and-drop, she moves Ricky White who is an apprentice in the Customer Service department, to the required team in the organizational chart. John Barber, Managing Director, can call up the changes in real-time.
Search for any information within your org chart
Who plays soccer?
Henry from the customer service unit is a genuine soccer fan. He wants to form a company team together with some colleagues and register for the tournament. He enters “soccer” into the orginio search field. Immediately, all of the colleagues sharing his hobby appear.
Find more information about searching within orginio on our favorite features site.
Create user accounts and add a new person box
New branch, what next?
Linda wants to incorporate the small branch in Canada into the organizational chart. She creates an orginio user account for Mary, her Canadian colleague. Mary immediately receives an email containing the access data and starts orginio from the link in the email.
Mary’s branch looks after Canadian customers. She clicks on the box of Summer Moore who is Head of Customer service. Afterwards she creates a sub box called “Head of Customer Service Canada” and enters all important information.
Build your team structure
Who is in this team and who is the boss?
Mary wants to create employee boxes for her team members of the Customer Service Canada department. With just a few clicks, she creates the boxes for her team colleagues Ella, Liam und Benjamin.
Edit employee data in orginio
The trainee in the research and development department Layla Norris got married. Secretary Linda wants to change the surname of Layla in the org chart. She selects the employee box in orginio and changes the surname to Smith.
Create your org chart contents
Linda wants to create a new org chart view with detailed information such as job title, department, E-Mail and telephone. She adds a new person view and Drag&Drops the information to the box.
After she has relaoded orginio the org chart appears in the new box design.
Select an extended feature set and implement the company’s corporate design
Style your org chart with just a few clicks
Linda receives a call from Erin, Head of Marketing. She wants the org chart to appear in all the colors of the company’s corporate design. In addition the company’s logo should be visible. Firstly, Linda selects the appropriate feature set in orginio. Afterwards, she creates a new color scheme and inserts the color codes which Erin has given her. She saves all settings and promptly orginio appears in the company’s colors.
Easy navigation through your org chart
Why waste time navigating through the structure when one click is enough?
With the new feature set Linda has also activated the hierarchy tree. Now, there’s a simplified navigation option available in orginio for her and her colleagues. With just one click on an element in the hierarchy tree they can directly navigate to the box in the structure. This new option saves time for all parties who use the org chart.
Show KPIs within your org chart
Turning your organizational chart into an effective strategic tool?
Manager John Barber is always in a hurry. He wants to see important key metrics at a glance. He starts orginio and sees the headcount figure within the employee box. With just a few clicks he visualizes the span of control.
The HR department wants to highlight all managers with a span of control higher than 6 in orange color. This helps them to recognize at a glance whom they have to relieve.
Audit trail and data restorage
Things can occassionally go wrong – so what?
From version complete COMFORT onwards.
Something went wrong with an additional data import. Linda analyzes the audit trial of last week. Afterwards she selects the date to which she wants to reset the org chart in orginio. A few minutes later everything is back to the way she wants it to be.