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Insperity OrgPlus RealTime Client User Training

Unlock the full potential of Insperity OrgPlus RealTime with our comprehensive webinars. Our live course provides in-depth training on various aspects of the system. See below for a list of our current webinar offerings:

January 2026

Target Audience: New administrators or any current administrators that want a refresher on the system.
Date: Jan. 27, 10 a.m. CST
Duration: 1 hour

Registration Link: OrgPlus Realtime (OPRT) Webinar – General Overview (Retail)

This training session offers an overview of the OPRT system, designed specifically for administrators. This session will guide you through key features and data management.

  • Introduction
    • Overview of the session and learning objectives.
  • Navigating the OPRT System
    • Step-by-step instructions for logging in.
    • Overview of the space and navigation tips.
  • Data Management
    • Data File.
    • Reporting Relationships.
    • Updates in OPRT.
    • Best practices for maintaining data integrity.
  • Q&A Session
    • Open discussion for questions, clarifications, and troubleshooting.
  • Recap of key takeaways from the session.
  • Guidance on additional resources, including recorded webinars, upcoming sessions, and support materials.

Target Audience: New administrators or any current administrators that want a refresher on the system.
Date: Jan. 29, 10 a.m. CST
Duration: 1 hour

Registration Link: OrgPlus Realtime (OPRT) Webinar – General Overview (WO)

This training session offers an overview of the OPRT system and is designed specifically for administrators. This session will guide you through key features and data management.

  • Introduction
    • Overview of the session and learning objectives.
  • Navigating the OPRT System
    • Step-by-step instructions for logging in and navigating the interface.
    • General navigation:
      • Workspace.
      • Planning.
      • Administration.
  • Data Management
    • Integration and Data Sync.
    • Understanding OPRT hierarchy data set.
    • Updating and maintaining the data.
    • Supplemental File.
  • Q&A Session
    • Open discussion for questions, clarifications, and troubleshooting
  • Recap of key takeaways from the session.
  • Guidance on additional resources, including recorded webinars, upcoming sessions, and support materials.

February 2026

Target Audience: New administrators or any current administrators that would like a refresher on the system.
Date: Feb. 26, 10 a.m. CST
Duration: 1 hour

Registration Link: OrgPlus Realtime (OPRT) Webinar – Workspace

This session provides an in-depth look at the Workspace in OrgPlus Realtime, including navigation, publishing options, and best practices.

  • Introduction
    • Overview of the session and learning objectives.
  • Workspace
    • Understanding the Workspace.
    • Best practices.
  • Navigation
    • Marquee tool, Subchart dropdown, Control Panel/Legend.
    • Layout restoration, text boxes, chain of command.
    • Views dropdown, search configuration, “Make Top” option.
    • Branch style adjustments, secondary workspace.
    • Matrix Manager.
  • Publish
    • PDF – the publishing wizard (entire chart, displayed, header/footer, etc.).
    • PowerPoint.
    • Excel – how Excel can be used for reporting and adding additional field to the published Excel file.
  • Orphans
    • What is an orphaned record.
    • What causes orphans.
    • How to correct orphaned records from the data file/Insperity Premier side.
  • FAQ
    • Manual box moves.
    • Handling large charts.
    • Missing updates (new hires, terminations).
    • Preparing charts for publishing.
  • Q&A Session
    • Open discussion and troubleshooting.
  • Recap of key takeaways from the session.
  • Guidance on additional resources, including recorded webinars, upcoming sessions, and support materials.