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Best practices for publishing your chart to HTML

Insperity Organizational Planning offers the ability to publish your chart or plan to HTML. Below are the best practices and relevant information for publishing your chart to HTML.

HTML

  • We recommend uploading files to a web server or SharePoint site vs. the use of a compressed file for distribution.
  • Before uploading newly published files to your web server, we recommend removing previously published files. This ensures that your users see the latest charts.
  • Create a View specifically for publishing
    • Should contain only the fields that any employee can view
    • Should include the same fields established for searching on the domain ex. First Name, Last Name, Full Name, Email, etc.

Browser Compatibility
Chrome (note: Due to Google’s implementation of the Same Origin Policy, published HTML files are only visible when stored on a Web Server like IIS or Apache.)

  • Internet Explorer: 10 or 11
  • Firefox 69
  • Safari 10

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