Copyright © 2014
The table below outlines the differences across the OrgPlus product line.
Professional | Premium | |
Company size: | 0-1000 | 0-1000 |
Welcome Panel that's more simple and easier to get started faster | ||
MS Office 2010 & 2013 Support: MS Word, MS Excel, MS PowerPoint | ||
Browser Support: Firefox, Safari, Chrome, IE9, 10 & 11 | ||
Mac Support | ||
Create boardroom-quality org charts | ||
Apply best-practice based view or design templates | ||
Visualize HR metrics within the org chart (i.e. salary or span of control) | ||
Model scenarios for organizational change | ||
Analyze your data easily with built-in reporting tools | ||
Export chart data to Microsoft Excel or any database | ||
Import data from Microsoft® Excel®, ODBC, SQL Server, LDAP, Active Directory, Oracle and SAP | ||
Publish charts to pdf, ppt, and the web | ||
Integrate with your HR database | ||
Track organizational changes with a full audit trail | ||
Generate personnel action notices and detailed reports |
Chart Creation | Professional | Premium |
Import Wizard with fewer steps to streamline your data to build charts quickly |
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Intuitive Microsoft Office 2010-based User Interface puts all capabilities at your fingertips. | ||
Browser Support: Firefox, Safari, Chrome, IE9, 10 & 11 | ||
Windows 8 Certified compatibility ensures smooth integration with user environment. | ||
Windows 7 Certified compatibility ensures smooth integration with user environment. | ||
Training and Tutorials make even the most advanced features easy to use. easy to use. | ||
Import Data from ODBC, Oracle, LDAP, TXT, XLS and XML. | ||
Quick Chart Panel helps you create charts fast and easily change branch styles. | ||
OrgTree Panel enables views and editing of entire hierarchy. | ||
Sub-Charts make large charts manageable by breaking them into smaller sections. | ||
Search enables you to quickly locate an individual in the chart. | ||
Multiple Record Boxes easily group similar positions. | ||
Create Directories, Phone and Email lists for quick contact. | ||
Hyperlinks and External References allow access to relevant information. | ||
Alternate Hierarchies allow you to visualize complex matrix reporting structures. | ||
Flexible Assistant Styles delineate different relationships between assistants and managers. | ||
Auxiliary Lines show special reporting relationships. | ||
Customizable Box Layout puts the data you need at your fingertips. | ||
Chart Consolidation combines multiple charts into a single master file. | ||
Chart Tab shows multiple charts in one view. | ||
Free-floating objects enhance charts. | ||
Profiles display additional information for selected chart boxes so the chart can be used to communicate detailed information and analysis. | ||
In-place Editing allows you to edit your contents directly in the Chart or Profile Panel. | ||
Composite Profile allows you to combine multiple profiles into a single profile. | ||
Comments streamline collaboration. | ||
DOS Commands can be used to quickly open charts, or import, print, publish, and refresh information. |
Planning and Analysis | Professional | Premium |
Staging Area to park employees during the planning and modeling process. |
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View Templates pre-built with fields and formulas to address most HR challenges. | ||
Summary Panel shows high-level stats for instant communication. | ||
Track Changes tracks and displays history of workforce changes such as adding or removing positions, redeploying employees and updating title or salary information. | ||
Customizable Formulas allow you to create hierarchy-driven metrics within your charts. | ||
Advanced Search lets you run ad hoc queries and quickly find people based on specific or multiple criteria. | ||
Define Constants in formulas to make it easy to modify formulas, test different planning scenarios. | ||
Create Groups to delineate a sub-set of your chart, by applying constants, formulas, or a combination of the two. | ||
Export to Excel for further analysis with the click of a button. |
Formatting | Professional | Premium |
Field Inheritance Options for adding new boxes or moving boxes. |
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Symbols Library allows you to replace text with easy to understand visual icons. | ||
Smart Fields highlight when data in any field meets user-defined conditions. | ||
Designer templates and Sample Charts help you quickly create professional-looking charts. | ||
Insert pictures into boxes and free-floating objects. | ||
Conditional Formatting allows you to control the appearance of individual cells within chart boxes by highlighting any data or subset that meets specific criteria. | ||
Box Layout options allow display of just the information you want, however you want it. | ||
Hotspots added to any field display related profile information. | ||
Master Page lets you apply design and organizational elements common to all your charts. | ||
Drag-and-Drop box arranging enables rapid chart changes. | ||
Formatting Options like font, color, style, and text alignment provide greater control over your chart design. | ||
Customizable Chart Orientation lets you choose how your chart is displayed | ||
Optimize Charts to fit on a single page. | ||
Line Formating allows you to control the appearance of regular and auxiliary lines to change the look and feel of your chart. | ||
Integrated rulers and grids enable alignment of boxes and free-floating objects . | ||
Sub-chart Arrow Labels improve navigation in large charts, and enhance readability of printed and published charts. | ||
Field Formatting allows you to customize the appearance of number, date, and e-mail fields. | ||
Profile Field Formatting allows you to apply conditional formatting to any field in an employee profile. | ||
Icon Support in Profile Fields enables you to draw attention to important information with icons or images. | ||
Wrap Text within a box, and limit the number of wrapping lines, to control box size. | ||
Multiple Conditional Formats can be applied to highlight different conditions within the same box. | ||
Legends help end users understand charts and formats. | ||
AutoText automatically inserts dynamic elements (page number, date, etc.) into your chart. |
Reporting | Professional | Premium |
Staging Area to park employees during the planning and modeling process. |
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Enhanced Track Changes for moved boxes. | ||
Pre-defined reports show just the information you need for business decisions, and update automatically as the chart changes. | ||
Tabular Reports enable you to group information by any field for a high level snapshot of organizational characteristics. Export to Excel for further analysis. | ||
Chart Comparison allows you to compare past and current charts and generate detailed reports. | ||
Configurable Personnel Action Notice Reports generate the information you need to complete personnel changes. | ||
Change Summary Reports list details of all changes made to your chart. |
Printing and Publishing | Professional | Premium |
The Publishing Wizard can be used to configure publishing and printing options. |
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Publishing Options allow you to publish your entire chart divided by sub-charts, or publish a single sub-chart. | ||
Publish Charts in Microsoft Word or PowerPoint format to include in documents. | ||
Publish Charts in Navigable PDF format that includes clickable arrows for easily navigating the chart. | ||
Publish Charts for the OrgPlus free browser Plug-in. | ||
Publish Charts in HTML for websites and intranets. | ||
Use Print Preview to see how your chart will look before printing. | ||
Print booklets or Wall Charts |
Data Automation | Professional | Premium |
Advanced Import features allow you to handle duplicate records, filter data, sort by specific criteria, and more. |
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Hierarchy Mapper allows you to manage usassigned positions (orphans) in your source data during import. | ||
Change Log catalogs changes after each data refresh. | ||
=Easily define Archiving Rules to retrieve past and present information. | ||
Flexible Orphan or Island Handling allows you to place unassigned positions (orphans) or groups (islands) in searchable groups. | ||
Group Peers during import. | ||
Unicode Support enables data import in almost any language. | ||
Scheduled Data Synchronization with source data keeps your chart information up to date. | ||
Scheduled Publishing enables you to keep on top of changes. | ||
Scheduled Automatic Chart Updates keep the chart current on web, corporate intranet or shared network drive. | ||
Automatic Email Distribution simplifies chart sharing with co-workers. |
Copyright © 2014