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Organizational Planning Tools: Downloadable Guides and Videos

Below you will find useful guides and tutorials for OrgPlus RealTime. If you need additional administrative training, please contact your Customer Success Specialist.

Administrator Tools

Creating Filters

Creating Views

Creating Formula Fields 

Popular Formulas

Adding Photos

Succession Planning Setup

Succession Planning 9-Box Grid Configuration

Adding border highlights (Video)

Creating and Editing Views (Video)

Adding styles (Video)

Importing employee data (Video)

Role-Based User Guides

Basic Getting Started Guide

Planning User Guide

Succession Planning User Guide