FAQ

We put together a list of frequently asked questions for you.

Can the org chart view be opened by anyone or is it possible to define individual user groups?

The org chart view is shown after entering a user name and password. The authorizations are assigned by administrators. The administrators can create user groups or single users for the viewing mode.

In addition, further authorizations can be assigned for the following actions:

  • Edit data
  • Maintain users
  • Maintain company account

to the top

Does each editor need his own individual license?

Yes, each editor needs his own user account. For plans above “power up FREE” you can create an unlimited number of editors. Three of them are free of charge. Each additional editor is 5€/month.

If orginio is not accessed by single sign-on, every user’s e-mail address is saved with in the orginio settings. The initial password is automatically transmitted to this e-mail address. After the first registration the password has to be changed.

to the top

Which analytics are available from version proceed PERFECT onwards?

The following KPIs are provided for version proceed PERFECT and complete COMFORT.

  • Depth of structure
  • FTE total
  • Head Count
  • Level
  • Positions
  • Span of control

The KPIs are displayed in the org chart box as well as in the hierarchy tree. Find further information about analytics in our favorite feature article Visualizing KPIs in your org chart.

to the top

What does the feature customized data schema mean?

The feature customized data schema allows you to predefine data fields which can additionally be configuredas mandatory.

Furthermore the following field types can be chosen:

  • Text
  • Value range
  • Number
  • Yes/No
  • Date
  • Number range

An example for a customized data schema with value range:

The administrator creates the mandatory field “language”and inserts all languages relevant for the company (e.g. English, French, Spanish). As a result, editors are now provided with a drop down list containing the respective preset languages when creating a new employee. The editor can select all of the languages spoken by the new employee.

An example for a customized data schema with number range:

As an administrator you create the mandatory field “Object-ID” for the object position. Furthermore, you can enter the minimal and maximal value in the tab number range. The fields prefix, suffix, digits and current value can be filled. By pushing the button reassign numbers, values are created automatically for each object.

  • Min value: 1
  • Max value: 999999
  • Prefix: AA
  • Suffix: Z
  • Gigits: 6
  • Current value: 0

Automatically created Object-ID for a position: AA001Z

This functionality is often used for importing data from orginio in other systems.

The feature is available from version proceed PERFECT onwards.

to the top

What does the feature single sign-on mean?

When using the service of a single sign-on provider (Okta, SAML, Google), the user is able to access all of his programs including orginio via one authentication process at their workstation computer – no further log-ins required.

to the top

Is the monthly settlement obligatory or is an anual invoice also possible?

The accounting for orginio needs to be done monthly. This comes with an important advantage for you: When issuing your invoice we consider the actual usage for the respective month. We calculate the monthly average count of the most common object type (org units, positions or employees) and use that as calculation basis. Likewise, we calculate the monthly average count of editors. Due to the consumption-dependent billing a precalculation is not possible.

to the top

Which import and export options are available in orginio?

Your data can be uploaded to orginio in CSV format. To get an example of a possible data structure, you can download an example CSV file in the import dialogue. The profile pictures are automatically assigned to the records by personnel number. The data can be exported in different CSV formats. Moreover, the org chart can be printed as .pdf file or saved as .jpeg file with transparent background. If you use several orginios, it is possible to export the data schema in JSON format and import it to another orginio.

to the top

Is orginio responsive and is the view optimized for all mobile devices?

Information from orginio can be retrieved on all mobile devices. Thanks to orginio’s responsive design feature, it does not matter which tablet or smartphone you use. The presentation of your data is automatically adjusted to the screen size of your device.

On your mobile device for example, orginio can be used as company directory. The contact data of your colleagues are available at all time.

to the top

Is it possible to embed the org charts into the intranet?

Yes, the orginio URL can be embedded into the intranet. The necessary access key can be created in the settings dialogue applications. It is also possible to define various languages for your orginio.

Share individual org chart views with colleagues by providing them with links specifically generated for this purpose.

to the top

Which documentations are available for orginio clients?

Based on customer inquiries we created our example and favorite feature site. On these two sites you will find numerous descriptions of use cases, which are updated and extended regularly. You can open the orginio manual in English and German in the orginio application. The manual describes all the orginio functions in detail.

to the top

Which type of support is provided for orginio customers?

With our videos, the favorite feature site and the orginio manual we want to ensure that you find answers to your questions fast. You weren’t able to find the answer to one of your questions in the mentioned documentations? Then please do not hesitate to send us an e-mail to support.orginio.com.

to the top

What is the difference between the edit mode and the viewing mode?

The orginio application consists of the viewing mode and the edit mode. Watch the video to find out how to change from edit mode to viewing mode (and back). You will find an overview of these differences in the following table:

  Viewing mode Edit mode
Target group All employees Employees of HR departments, who are authorized to edit the org chart and information, administrators, editors
Authorization User Edit data
Edit information No Yes
Usage All devices Desktop, tablet

to the top

How can I create an org chart with data from BambooHR?

Integration Guide: Create your org chart automatically with data from BambooHR

You can either start from scratch to build your company’s hierarchy, upload the data from Excel or use the pre-defined data connector to BambooHR. For the purposes of this guide, we’re going to work with the data from BambooHR.

Click on the button IMPORT DATA.

orginio import mask

 orginio edit mode – Import mask

Select your data source (here: BambooHR).

Data import from BambooHR

 orginio edit mode – Import data from BambooHR

Enter your profile name and click on the button START IMPORT.

Data import BambooHR profil

 orginio edit mode – Enter BambooHR profil name and start import

After the import process has been finished, click on the button BACK TO YOUR ORG CHART.

Finish BambooHR data import

 orginio edit mode – Load your org chart

Congratulations, you’ve created your company’s org chart!

Visualize data from BambooHR

 orginio edit mode – demo org chart

Learn more about the integration BambooHR to orginio. Watch our video!

>> Get more information about BambooHR.

Technical information

Integration Type: One-way via API

Direction of Data Flow: BambooHR to orginio

Sync Trigger: It’s manually initiated by the orginio admin user

What data syncs?

BambooHR Field Field Logic or Notes
address1 custom address of a person
bestEmail email of a person
city city of a person
country country of a person
dateOfBirth birthdate of a person
department department of a person
displayName person’s displayname from BambooHR
division division field for a person
employeeNumber employee number
firstName person’s first name
gender gender of a person
homeEmail home email of a person
id internal orginio id for update requests
jobTitle a person’s jobtitle
lastName person’s last name
location location of a person
mobilePhone person’s mobile phone
photoUrl URL to a person’s picture
status status of a person, can be ‘active’ or ‘inactive’
supervisorEId hierarchy relation field (meta data)
workEmail work Email of a person
workPhonePlusExtension phone number of a person
zipcode zip code of a person

to the top