Creating a Base Chart

Audience: Administrators

 

Overview

Base charts are charts that are created from your HR or directory system data. Creating a base chart is the first step to automating your org charts. The following article provides instructions for:

• Creating your first base chart
  • Selecting a data source
  • Mapping your fields
  • Refreshing
• Creating an additional base chart

Creating your first base chart

The following section provides step-by-step instructions for creating a base chart using pre-loaded sample data in OrgChart. For more information about connecting directly to your HR or directory system, please reference the OrgChart integrations article, or contact Support.

Selecting a data source

1. Log in to OrgChart.

2. Upon first login, the alert to create a new chart is displayed. Click on Create new chart.

3. The Chart Settings: Data sources panel is displayed. Click on the Click here to select a data source hyperlink.

4. Select your HR data source or directory system from the list of main data sources. For this example, we will be using sample data that is already loaded into OrgChart. Click on the Excel option.

Note

For help integrating with your HR or directory system please reference the OrgChart integrations article, or contact Support for assistance.

5. Click on the Choose file button.

6. Click on the Samples folder, and then select the Sample Data Set - 250 Recs option. Click on Select to add the sample data set as your data source.

7. Click on Save to preserve your changes.

8. Click on Save in the Chart Settings: Data sources panel to preserve your data source selection, and then click on the Configure field mapping button.

Mapping your fields

Field mapping is how OrgChart interprets your HR data fields. Field mapping can be loaded automatically (as seen below), or adjusted manually in the case where OrgChart is unable to identify the correct field in your data set.

9. Click on the Load field mapping option.

Note

If OrgChart does not identify the correct field from your data source, click on the dropdown menu associated with that field, and select the correct one. Additionally, if the fields are not able to populate automatically due to your data source, click on the Edit button associated with each field, and manually type the name of the field from your data source.

10. Click on Save in the Chart Settings: Mapping panel, and then click on Refresh.

11. Click on the Chart button on the left-hand side of the screen to access the newly created base chart.

12. The base chart has been created.

Refreshing your base chart

1. Click on the Refresh icon in the top toolbar.

2. Click on Refresh now option to pull data on-demand from your HR or directory system.

Note

Some data sources cannot be manually refreshed. Please reference your HR or directory system's integration article for more information.

3. To set your base chart to automatically refresh, click on the Settings button in the bottom left-hand corner, and then click on the Chart Settings option.

4. Click on the Refresh tab.

5. Click on the Frequency dropdown menu, and then select the frequency at which you'd like this base chart to automatically sync with your HR or directory system.

6. Click Save in the Chart Settings: Refresh panel to preserve your changes.

Creating an additional base chart

Once you've created your first base chart, you may want to create additional base charts. For example, you might want to have a version of your base chart that includes open positions, and one that doesn't.

The following section provides information on how to create a new base chart and add an additional data append data source.

Note

OrgChart recommends that you only create additional base charts when the data you are importing is different (i.e. you are pulling data from an additional source). For filtering and modeling your data, OrgChart recommends creating custom charts or using the Planning module.

1. Click on the Settings button in the bottom-left corner of the screen, and then click on Account settings.

2. Click on the Chart management tab.

3. Click on +Create chart to create a new chart from scratch.

Alternatively, click on an existing chart, and then click on the Duplicate from existing button (in the top right corner of the panel) to create a new chart from an existing one.

4. Enter a name for the new chart (i.e. Company OrgChart with open reqs), and then click on Save.

5. Click on Save in the Account settings: Chart management panel to preserve your changes.

6. Click on the gear icon to connect your base chart to a data source.

7. The Chart settings: Data sources panel is displayed. Repeat steps 3-7 in the Creating your first base chart section above.

8. Click on the Add data source button (under the Append data source heading) to add an additional data source (i.e. an Applicant Tracking System) and pull data that exists outside of your core HR or directory system. Follow the instructions for your data source, which can be found via the OrgChart Integrations article.

9. Select the additional data source (i.e iCIMS) from the Append data source menu.

10. Once you've finished configuring your additional data source, click on Save to preserve your changes.

11. Click on Save in the Chart settings: Data sources panel.

12. Click on the Configure field mapping option. The Chart settings: Mapping panel is displayed.

13. Repeat steps 9 & 10 in the Creating your first base chart section above.

14. Click on the Chart button on the left-hand side of the screen.

15. Click on the name of the OrgChart in the top left hand corner to open the Chart explorer.

16. Activate the Base charts tab, and then double-click on the newly created base chart to open it.