Organizational Planning workspace navigation Organizational chart basics Upon logging into Insperity Organizational Planning, your company’s organizational chart will display in the center of your...
Printing your organizational chart The share icon allows you to publish your chart in different formats. The Share icon is located on the left...
Exporting data from your chart You can export chart data into excel by using the share icon. Choose Excel to export your data. Determine the...
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...
How can I see the chain of command for an employee on my chart? The Chain of Command is the list of superiors for a given chart box. You can display the entire chain of command for a...
How do I select multiple boxes? Selecting multiple boxes in either workspace or planning can be useful when making changes to multiple boxes at the same...
Is there an easy way to get back to the top of the chart? Click the Home icon on the top menu. The Home icon will take you to the highest point of the...
I have changed the look of my chart and I don’t know how to reset it back to the default style. If you have changed the chart style settings, such as branch styles or custom box sorting, you can use the...
How to I change the layout of the chart? For purposes of display on the web or print version of your charts, OrgPlus allows you to change the of...
If I change the style of my charts, will this affect other users? No, each user will have the opportunity to customize the layout of their own charts.
How can I see more employees on my chart? You can change the sub-charting to include more levels of employees on your displayed screen. See How do I change...
I cannot find an employee who I know is in the datasheet but not in the chart. Why are they not showing up? It is possible that the employee is considered an orphan and can be confirmed by viewing the Orphans Panel. What...
Matrix Managers When an employee reports to multiple managers the employee will appear in multiple chart boxes (one reporting to each manager)....