Implementation Packages

Audience: Users

Overview

OrgChart's implementation packages are designed to get you and your staff up and running with OrgChart quickly and easily. In each package, you'll be assisted by our OrgChart Experts to set up your charts and configure your settings. Refer to the table below to choose the implementation package that's right for you.

Level 1 - Build the Fundamentals

Up to 5 Data-Driven Views	Design and implement up to 5 Views with the help of one of our chartists!
Customized Chart Background	Align your OrgChart with your brand, and add key elements like page numbers and tables.
Import HRIS Employee Photos	Display employee photos from your HRIS in your OrgChart, so you can put a face to the name.
Access Group Setup	Build a security framework so you and your team can safely access your charts.
Filter Data at the Source	Filter to only includes the employees or fields you need.

Level 2 - Get More from OrgChart

All items from Level 1 are included

Share on your Intranet

Embed your OrgCharts into your company Intranet, and empower your employees to access accurate, up-to-date charts whenever they need.

Personalized Metrics	Use your employee data to see the metrics you need, like salary rollups or FTE calculations.
Auxiliary Reporting & Data Modification	Reflect your organization's reporting structures and the reality of your company.
Combine Data Sources	Import data from other HR and talent management systems so you can see the whole picture.

Level 3 - Secure and Automate at Scale

All items from Level 1 and 2 are included

Single Sign On Integration

Safely access OrgChart alongside your other applications with SAML 2.0 compatible SSO.

Advanced, Granular Security	Restrict end-users access to certain fields, or certain areas of the chart. (Enterprise tier only)
Automated Security Assignment	Leverage your data to assign security groups to users, so that you don't have to.
Advanced Connector Configuration	Import data from Dayforce, Oracle, SuccessFactors, or Salesforce

Questions? Contact [e-mail]. or log a ticket with our Support team.