OrgChart Platinum

What is OrgChart Platinum?

OrgChart Platinum allows you to perform intelligent organizational charting and workforce planning.

OrgChart Platinum can quickly assemble your organizational structure charts from HR data or the company directory. OrgChart Platinum can be used for budget, personnel and succession planning. And your org charts can be easily shared across the company. OrgChart Platinum is the best tool for visualizing, communicating, and managing the key working relationships of your company's precious resources – your employees.

Easy creation and publication of graphics. Get data from a spreadsheet or any payroll system or Human Resources Information System to create charts automatically. Publish to interactive PDF, the web, or Microsoft Office.

View information on critical talent. View any employee attribute (for example, performance ratings, potential successors to key roles, etc.). Identify employees with specific characteristics (e.g., high potential) through color coding, and then view each employee's comprehensive talent profile through one-click access.

Look at talent gaps. Identify areas of the organization that may lack critical competencies, individuals filling key roles, future successors, or groups of potentially "at-risk" employees.

Export in multiple file formats. Export your organization chart to PDF, PowerPoint, and Web for executive presentations, as well as planning and analysis.

Model promotion scenarios. Determine the resulting structure in various roles if certain individuals are promoted or moved from one department to another.

Improve HR data. Maybe your HR data isn't perfect? Don't let incorrect information keep your org charts correct and prevent you from getting information about your business. The proprietary data import technology is the best in the industry. Now you have the ability to "clean" and import your HR data with ease.

Flexibility of presentation. OrgChart allows you to define and implement your own rules to create your own look and feel for your charts.

Scenario planning. Get information about your organization. Monitor key metrics, visualize your organization, and automate workforce planning scenarios. Solve complex workforce problems with OrgChart Platinum's HR analytics engine. OrgChart allows you to plan, visualize, and monitor your organization and key metrics.

Communicate accurately Whether you're presenting to the Board of Directors, management team, managers, or employees, OrgChart helps you present the organization as you want others to see it

Manual or Automatic. You decide. With OrgChart Platinum, you have options. Create your org chart manually by dragging and dropping boxes onto the screen, or import data from your payroll system, HR database, or any spreadsheet. Sound complicated? It's not, the import wizard makes it a lot easier.

Easy navigation and display. Easily details all levels of the organization and from one business unit to another; Switch between the chart view and the list for an optimized view of report relationships.

Calculations for number of employees, control period and more. OrgChart Platinum has new calculations that let you visualize your workforce with more granular information about people, costs versus performance, wages, and breadth of control.

End-to-end organization chart solution

OrgChart Platinum allows you to manage your workforce with greater insight, plan organizational changes with greater clarity, and model change scenarios with detailed accuracy.

Model organizational changes: Create models that reflect potential changes and compare these scenarios to determine the best options for your organization.

Instantly visualize impact: Conditional formatting lets you select and adjust data conditions, such as location, salary range, and extent of control, and immediately see the impact of these changes on your organization.

Single-view employee profiles: View an employee's key metrics, such as performance, flight risk, and competencies, in a quick-view indicator of 9 boxes.

Automated data synchronization: Remove a recurring task from your list. OrgChart Platinum provides automatic data synchronization, set with the schedule that best meets your needs.

Secure collaboration: Direct integration allows you to collaborate without the worry of an unsecured sharing platform.

Advanced publishing features: Publish your graphics in a variety of ways – SharePoint, OneDrive, Dropbox, PDF, and HTML to the web or intranet.

System Requirements

Windows 7, Windows 8, Windows 10 or higher; 32-bit or 64-bit

Mac OS X v10.8 or higher

Supported browsers: Internet Explorer, Firefox, Google Chrome, Microsoft Edge