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How to create a chart using your data with OrgPlus 2012

By / May 29, 2012 / / 0 Comments

This is a quick guide to import your data set into OrgPlus2012 using an Excel spreadsheet

  1. Go to File -> Import Data
  2. Select I have employee data and it is ready to be imported, then click Get Started
  3. Select the data source type that you would like to import and click on Next >
  4. Click on the Browse button
  5. Find the spreadsheet containing your employees & positions and click Open
  6. Click Next >
  7. Click Next >
  8. Click Next >
  9. Check the Position & Reports To fields have been correctly chosen to create the hierarchy and click Next >
  10. Click Finish
  11. OrgPlus will then display your org chart

If you would like to automate this process completely, Navigo have a number of OrgPlus adapters that pull data directly from your HRIS into  OrgPlus to keep your charts up to date!

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about the author
Belinda

Belinda is Navigo's Operations Manager. Belinda is also the Product Manager of HROnboard and works closely with the development team.