Data Synchronization

Audience: Administrators and read/write users

Overview

OrgChart connects to various HR and Directory systems to pull employee data directly into the application. OrgChart can be set to automatically refresh with your source system(s), so that your charts are always up-to-date with the latest changes.

Administrators and read/write users with the appropriate access can also manually refresh base charts and custom charts at any time to pull the latest data.

The following article provides detailed information for:

• Setting base charts to automatically refresh
• Refreshing base charts and custom charts on-demand

Setting base charts to automatically refresh

Administrators can set base charts to refresh automatically, so that your charts are always up-to-date with the latest changes in your HR system.

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

2. Click on the Refresh tab.

3. Click on the Frequency dropdown menu, and then select the frequency at which you'd like your org chart to refresh.

4. Optionally, you can enable automatic refresh notifications. Click on the Add more button under the Automatic refresh notifications header, enter your email address, and then choose to be notified on success and failure, or failure only.

5. Click on Save to preserve your changes.

Refreshing charts and plans on-demand

Administrators and Read/Write users with the proper permissions can refresh base charts and custom charts on-demand.

Note

Administrators can give Read/Write users the option to manually refresh charts via their UI Profile.

To refresh charts and plans on-demand, click on the refresh icon in the top toolbar, and then click on Refresh now.

Important

Some data source configurations do not allow you to manually refresh. Please reference your HR or directory system integration page to see if your configuration does not allow this behavior.