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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!

about the author

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