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Views

  • Adding photos to your organizational chart

    Photos Overview Insperity Organizational Planning can display photos of employees in the chart boxes and in the profile card so that...
  • Creating a new view in your workspace

    What are views? Insperity® Organizational Planning allows administrators to create different views of their chart. Views display different information on...
  • Adding box border highlights to a view

    Border highlights are used to highlight certain boxes that fit defined criteria that exist in your data.  Examples Include highlighting...
  • Changing the view settings

    Settings will allow the administrator to: (1) Change the name of the view The name appears in the drop-down box...
  • Adding new colors and styles to boxes

    You are able to add more color options to your standard choices when building out your views. Under Styles, box...
  • Conditional field styles in OrgPlus

     The field style determines how a field or block should be highlighted or emphasized in a box. You can set...
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Trending Articles

  • Adding photos to your organizational chart
  • Creating a new view in your workspace
  • Conditional field styles in OrgPlus
  • Adding new colors and styles to boxes
  • Adding box border highlights to a view

Organizational Planning Tools: Downloadable Guides and Videos

Click here to access the downloadable guides for Organizational Planning:

Organizational Planning Guides and Videos

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