{"id":4196,"date":"2025-12-22T18:20:58","date_gmt":"2025-12-22T18:20:58","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?page_id=4196"},"modified":"2026-03-06T22:13:10","modified_gmt":"2026-03-06T22:13:10","slug":"insperity-orgplus-realtime-client-user-training","status":"publish","type":"page","link":"https:\/\/help.insperity.com\/bps\/insperity-orgplus-realtime-client-user-training\/","title":{"rendered":"Insperity OrgPlus RealTime Client User Training"},"content":{"rendered":"<style>.kt-tabs-id4196_b9ebfb-ff > .kt-tabs-content-wrap > .wp-block-kadence-tab{border-top:3px solid #84bd00;border-right:0px solid #0a6689;border-bottom:0px solid #0a6689;border-left:0px solid #0a6689;border-top-left-radius:0px;border-top-right-radius:0px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;padding-top:var(--global-kb-spacing-sm, 1.5rem);padding-right:var(--global-kb-spacing-sm, 1.5rem);padding-bottom:var(--global-kb-spacing-sm, 1.5rem);padding-left:var(--global-kb-spacing-sm, 1.5rem);background:var(--global-palette9, #ffffff);}.wp-block-kadence-tabs .kt-tabs-id4196_b9ebfb-ff > .kt-tabs-title-list li{margin-top:0px;margin-right:8px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-tabs .kt-tabs-id4196_b9ebfb-ff > .kt-tabs-title-list li:last-child{margin-right:0px;}.wp-block-kadence-tabs .kt-tabs-id4196_b9ebfb-ff > .kt-tabs-title-list li .kt-tab-title, .wp-block-kadence-tabs .kt-tabs-id4196_b9ebfb-ff > .kt-tabs-content-wrap > .kt-tabs-accordion-title .kt-tab-title{line-height:1.4em;font-weight:regular;font-style:normal;border-top-width:0px;border-right-width:0px;border-bottom-width:0px;border-left-width:0px;border-top-left-radius:4px;border-top-right-radius:4px;border-bottom-right-radius:0px;border-bottom-left-radius:0px;padding-top:8px;padding-right:20px;padding-bottom:8px;padding-left:20px;border-color:var(--global-palette7, #eeeeee);color:var(--global-palette4, #2D3748);background:var(--global-palette7, #eeeeee);}.wp-block-kadence-tabs .kt-tabs-id4196_b9ebfb-ff > .kt-tabs-content-wrap > .kt-tabs-accordion-title .kt-tab-title{margin-top:0px;margin-right:8px;margin-bottom:0px;margin-left:0px;}.wp-block-kadence-tabs .kt-tabs-id4196_b9ebfb-ff > .kt-tabs-title-list li .kt-tab-title:hover, .wp-block-kadence-tabs .kt-tabs-id4196_b9ebfb-ff > .kt-tabs-content-wrap > .kt-tabs-accordion-title .kt-tab-title:hover{border-color:var(--global-palette7, #eeeeee);color:var(--global-palette3, #1A202C);background:var(--global-palette8, #F7FAFC);}.wp-block-kadence-tabs .kt-tabs-id4196_b9ebfb-ff > .kt-tabs-title-list li.kt-tab-title-active .kt-tab-title, .wp-block-kadence-tabs .kt-tabs-id4196_b9ebfb-ff > .kt-tabs-content-wrap > .kt-tabs-accordion-title.kt-tab-title-active .kt-tab-title{border-color:var(--global-palette7, #eeeeee);color:#ffffff;background:#004c97;}@media all and (max-width: 1024px){.kt-tabs-id4196_b9ebfb-ff > .kt-tabs-content-wrap > .wp-block-kadence-tab{border-top:3px solid #84bd00;border-right:0px solid #0a6689;border-bottom:0px solid #0a6689;border-left:0px solid #0a6689;}}@media all and (max-width: 767px){.kt-tabs-id4196_b9ebfb-ff > .kt-tabs-content-wrap > .wp-block-kadence-tab{border-top:3px solid #84bd00;border-right:0px solid #0a6689;border-bottom:0px solid #0a6689;border-left:0px solid #0a6689;}}<\/style>\n<div class=\"wp-block-kadence-tabs alignnone\"><div class=\"kt-tabs-wrap kt-tabs-id4196_b9ebfb-ff kt-tabs-has-1-tabs kt-active-tab-1 kt-tabs-layout-tabs kt-tabs-tablet-layout-inherit kt-tabs-mobile-layout-inherit kt-tab-alignment-left \"><ul class=\"kt-tabs-title-list\"><li id=\"webinars\" class=\"kt-title-item kt-title-item-1 kt-tabs-svg-show-always kt-tabs-icon-side-right kt-tab-title-active\"><a href=\"#webinars\" data-tab=\"1\" class=\"kt-tab-title kt-tab-title-1 \"><span class=\"kt-title-text\">Live Webinars<\/span><\/a><\/li><\/ul><div class=\"kt-tabs-content-wrap\">\n<div class=\"wp-block-kadence-tab kt-tab-inner-content kt-inner-tab-1 kt-inner-tab33bbb9-3f\"><div class=\"kt-tab-inner-content-inner\">\n<p class=\"has-text-color has-link-color has-large-font-size wp-elements-34684aff075398a569e97c6635b725dc\" style=\"color:#009639\"><\/p>\n\n\n\n<p>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:<\/p>\n<\/div><\/div>\n<\/div><\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-green-color has-text-color has-link-color wp-elements-d8e8b015b06226b69f271e869d45fc6d\">Previous Webinars<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">February 2026<\/h3>\n\n\n\n<div class=\"wp-block-getwid-toggle has-icon-left\">\n<div class=\"wp-block-getwid-toggle__row\"><div class=\"wp-block-getwid-toggle__header-wrapper\"><span class=\"wp-block-getwid-toggle__header\"><a href=\"#\"><span class=\"wp-block-getwid-toggle__header-title\"><strong>OrgPlus Realtime (OPRT) Webinar \u2013 Workspace<\/strong><\/span><span class=\"wp-block-getwid-toggle__icon is-active\"><i class=\"fas fa-plus\"><\/i><\/span><span class=\"wp-block-getwid-toggle__icon is-passive\"><i class=\"fas fa-minus\"><\/i><\/span><\/a><\/span><\/div><div class=\"wp-block-getwid-toggle__content-wrapper\"><div class=\"wp-block-getwid-toggle__content\">\n<p><strong>Duration<\/strong>: 1 hour<\/p>\n\n\n\n<p><strong><strong>Recording<\/strong>:<\/strong>\u00a0<a href=\"https:\/\/insperity.zoom.us\/rec\/share\/KRmNZIm2VqbKct0aanl4Lap1sdnd0-xVMHnGdaBFLHfXnnk29p5EFZeY5ZL3mkZZ.28A1dmRJw0KD_Y35\" data-type=\"link\" data-id=\"https:\/\/insperity.zoom.us\/webinar\/register\/WN_9tC7S0xBTWi4oS2CPch_MQ\">OrgPlus Realtime (OPRT) Webinar \u2013 Workspace<\/a><\/p>\n\n\n\n<div class=\"wp-block-getwid-toggle has-icon-left\">\n<div class=\"wp-block-getwid-toggle__row\"><div class=\"wp-block-getwid-toggle__header-wrapper\"><span class=\"wp-block-getwid-toggle__header\"><a href=\"#\"><span class=\"wp-block-getwid-toggle__header-title\">Course Overview<\/span><span class=\"wp-block-getwid-toggle__icon is-active\"><i class=\"fas fa-plus\"><\/i><\/span><span class=\"wp-block-getwid-toggle__icon is-passive\"><i class=\"fas fa-minus\"><\/i><\/span><\/a><\/span><\/div><div class=\"wp-block-getwid-toggle__content-wrapper\"><div class=\"wp-block-getwid-toggle__content\">\n<p>This session provides an in-depth look at the Workspace in OrgPlus Realtime, including navigation, publishing options, and best practices.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-getwid-toggle__row\"><div class=\"wp-block-getwid-toggle__header-wrapper\"><span class=\"wp-block-getwid-toggle__header\"><a href=\"#\"><span class=\"wp-block-getwid-toggle__header-title\">Agenda<\/span><span class=\"wp-block-getwid-toggle__icon is-active\"><i class=\"fas fa-plus\"><\/i><\/span><span class=\"wp-block-getwid-toggle__icon is-passive\"><i class=\"fas fa-minus\"><\/i><\/span><\/a><\/span><\/div><div class=\"wp-block-getwid-toggle__content-wrapper\"><div class=\"wp-block-getwid-toggle__content\">\n<ul class=\"wp-block-list\">\n<li><strong>Introduction<\/strong>\n<ul class=\"wp-block-list\">\n<li>Overview of the session and learning objectives.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Workspace<\/strong>\n<ul class=\"wp-block-list\">\n<li>Understanding the Workspace.<\/li>\n\n\n\n<li>Best practices.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Navigation<\/strong>\n<ul class=\"wp-block-list\">\n<li>Marquee tool, Subchart dropdown, Control Panel\/Legend.<\/li>\n\n\n\n<li>Layout restoration, text boxes, chain of command.<\/li>\n\n\n\n<li>Views dropdown, search configuration, \u201cMake Top\u201d option.<\/li>\n\n\n\n<li>Branch style adjustments, secondary workspace.<\/li>\n\n\n\n<li>Matrix Manager.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Publish<\/strong>\n<ul class=\"wp-block-list\">\n<li>PDF \u2013 the publishing wizard (entire chart, displayed, header\/footer, etc.).<\/li>\n\n\n\n<li>PowerPoint.<\/li>\n\n\n\n<li>Excel \u2013 how Excel can be used for reporting and adding additional field to the published Excel file.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Orphans<\/strong>\n<ul class=\"wp-block-list\">\n<li>What is an orphaned record.<\/li>\n\n\n\n<li>What causes orphans.<\/li>\n\n\n\n<li>How to correct orphaned records from the data file\/Insperity Premier side.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>FAQ<\/strong>\n<ul class=\"wp-block-list\">\n<li>Manual box moves.<\/li>\n\n\n\n<li>Handling large charts.<\/li>\n\n\n\n<li>Missing updates (new hires, terminations).<\/li>\n\n\n\n<li>Preparing charts for publishing.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Q&amp;A Session<\/strong>\n<ul class=\"wp-block-list\">\n<li>Open discussion and troubleshooting.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div><\/div><\/div>\n<\/div>\n<\/div><\/div><\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\">January 2026<\/h3>\n\n\n\n<div class=\"wp-block-getwid-toggle has-icon-left\">\n<div class=\"wp-block-getwid-toggle__row\"><div class=\"wp-block-getwid-toggle__header-wrapper\"><span class=\"wp-block-getwid-toggle__header\"><a href=\"#\"><span class=\"wp-block-getwid-toggle__header-title\"><strong>OrgPlus Realtime (OPRT) Webinar \u2013 General Overview (WO)<\/strong><\/span><span class=\"wp-block-getwid-toggle__icon is-active\"><i class=\"fas fa-plus\"><\/i><\/span><span class=\"wp-block-getwid-toggle__icon is-passive\"><i class=\"fas fa-minus\"><\/i><\/span><\/a><\/span><\/div><div class=\"wp-block-getwid-toggle__content-wrapper\"><div class=\"wp-block-getwid-toggle__content\">\n<p><br><strong>D<\/strong><strong>uration<\/strong>: 1 hour<\/p>\n\n\n\n<p><strong><strong>Recording<\/strong>:<\/strong>&nbsp;<a href=\"https:\/\/insperity.zoom.us\/rec\/share\/6b5k-D4dXkmScl1JXBIYBG24OHpQrqNdGpkteux5LAAiKRoodfIn-R0L6gYuFA6P.rwZJ9PtSozg5ZZXf\" data-type=\"link\" data-id=\"https:\/\/insperity.zoom.us\/webinar\/register\/WN_9tC7S0xBTWi4oS2CPch_MQ\">OrgPlus Realtime (OPRT) Webinar \u2013 General Overview (WO)<\/a><\/p>\n\n\n\n<div class=\"wp-block-getwid-toggle has-icon-left\">\n<div class=\"wp-block-getwid-toggle__row\"><div class=\"wp-block-getwid-toggle__header-wrapper\"><span class=\"wp-block-getwid-toggle__header\"><a href=\"#\"><span class=\"wp-block-getwid-toggle__header-title\">Course Overview<\/span><span class=\"wp-block-getwid-toggle__icon is-active\"><i class=\"fas fa-plus\"><\/i><\/span><span class=\"wp-block-getwid-toggle__icon is-passive\"><i class=\"fas fa-minus\"><\/i><\/span><\/a><\/span><\/div><div class=\"wp-block-getwid-toggle__content-wrapper\"><div class=\"wp-block-getwid-toggle__content\">\n<p>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.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-getwid-toggle__row\"><div class=\"wp-block-getwid-toggle__header-wrapper\"><span class=\"wp-block-getwid-toggle__header\"><a href=\"#\"><span class=\"wp-block-getwid-toggle__header-title\">Agenda<\/span><span class=\"wp-block-getwid-toggle__icon is-active\"><i class=\"fas fa-plus\"><\/i><\/span><span class=\"wp-block-getwid-toggle__icon is-passive\"><i class=\"fas fa-minus\"><\/i><\/span><\/a><\/span><\/div><div class=\"wp-block-getwid-toggle__content-wrapper\"><div class=\"wp-block-getwid-toggle__content\">\n<ul class=\"wp-block-list\">\n<li><strong>Introduction<\/strong>\n<ul class=\"wp-block-list\">\n<li>Overview of the session and learning objectives.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Navigating the OPRT System<\/strong>\n<ul class=\"wp-block-list\">\n<li>Step-by-step instructions for logging in and navigating the interface.<\/li>\n\n\n\n<li>General navigation:\n<ul class=\"wp-block-list\">\n<li>Workspace.<\/li>\n\n\n\n<li>Planning.<\/li>\n\n\n\n<li>Administration.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Data Management<\/strong>\n<ul class=\"wp-block-list\">\n<li>Integration and Data Sync.<\/li>\n\n\n\n<li>Understanding OPRT hierarchy data set.<\/li>\n\n\n\n<li>Updating and maintaining the data.<\/li>\n\n\n\n<li>Supplemental File.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Q&amp;A Session<\/strong>\n<ul class=\"wp-block-list\">\n<li>Open discussion for questions, clarifications, and troubleshooting<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div><\/div><\/div>\n<\/div>\n<\/div><\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-getwid-toggle has-icon-left\">\n<div class=\"wp-block-getwid-toggle__row\"><div class=\"wp-block-getwid-toggle__header-wrapper\"><span class=\"wp-block-getwid-toggle__header\"><a href=\"#\"><span class=\"wp-block-getwid-toggle__header-title\"><strong>OrgPlus Realtime (OPRT) Webinar \u2013 General Overview (Retail)<\/strong><\/span><span class=\"wp-block-getwid-toggle__icon is-active\"><i class=\"fas fa-plus\"><\/i><\/span><span class=\"wp-block-getwid-toggle__icon is-passive\"><i class=\"fas fa-minus\"><\/i><\/span><\/a><\/span><\/div><div class=\"wp-block-getwid-toggle__content-wrapper\"><div class=\"wp-block-getwid-toggle__content\">\n<p><strong>Duration<\/strong>: 1 hour<\/p>\n\n\n\n<p><strong>Recording:<\/strong>&nbsp;<a href=\"https:\/\/insperity.zoom.us\/rec\/play\/UEwox49SdruTCuSoJv8RvR4Xq4h6KIz7Iob3Vigr_pGNwTnGnddKslfRUNaHRNziSqwAd9nSrncDbUYL.asWCzVEGLcCXHOng?eagerLoadZvaPages=sidemenu.billing.plan_management&amp;accessLevel=meeting&amp;canPlayFromShare=true&amp;from=share_recording_detail&amp;continueMode=true&amp;componentName=rec-play&amp;originRequestUrl=https%3A%2F%2Finsperity.zoom.us%2Frec%2Fshare%2FCowdlO_tcBkY9ciU_WmT9l5vspoT4Q755Suc7ZZDbhvW6CxIXGH_f83kZvzkH_ls.O3FV93wT9dAFBN9A\" data-type=\"link\" data-id=\"https:\/\/insperity.zoom.us\/webinar\/register\/WN_9tC7S0xBTWi4oS2CPch_MQ\" target=\"_blank\" rel=\"noreferrer noopener\">OrgPlus Realtime (OPRT) Webinar \u2013 General Overview (Retail)<\/a><\/p>\n\n\n\n<div class=\"wp-block-getwid-toggle has-icon-left\">\n<div class=\"wp-block-getwid-toggle__row\"><div class=\"wp-block-getwid-toggle__header-wrapper\"><span class=\"wp-block-getwid-toggle__header\"><a href=\"#\"><span class=\"wp-block-getwid-toggle__header-title\">Course Overview<\/span><span class=\"wp-block-getwid-toggle__icon is-active\"><i class=\"fas fa-plus\"><\/i><\/span><span class=\"wp-block-getwid-toggle__icon is-passive\"><i class=\"fas fa-minus\"><\/i><\/span><\/a><\/span><\/div><div class=\"wp-block-getwid-toggle__content-wrapper\"><div class=\"wp-block-getwid-toggle__content\">\n<p>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.<\/p>\n<\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-getwid-toggle__row\"><div class=\"wp-block-getwid-toggle__header-wrapper\"><span class=\"wp-block-getwid-toggle__header\"><a href=\"#\"><span class=\"wp-block-getwid-toggle__header-title\">Agenda<\/span><span class=\"wp-block-getwid-toggle__icon is-active\"><i class=\"fas fa-plus\"><\/i><\/span><span class=\"wp-block-getwid-toggle__icon is-passive\"><i class=\"fas fa-minus\"><\/i><\/span><\/a><\/span><\/div><div class=\"wp-block-getwid-toggle__content-wrapper\"><div class=\"wp-block-getwid-toggle__content\">\n<ul class=\"wp-block-list\">\n<li><strong>Introduction<\/strong>\n<ul class=\"wp-block-list\">\n<li>Overview of the session and learning objectives.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Navigating the OPRT System<\/strong>\n<ul class=\"wp-block-list\">\n<li>Step-by-step instructions for logging in.<\/li>\n\n\n\n<li>Overview of the space and navigation tips.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Data Management<\/strong>\n<ul class=\"wp-block-list\">\n<li>Data File.<\/li>\n\n\n\n<li>Reporting Relationships.<\/li>\n\n\n\n<li>Updates in OPRT.<\/li>\n\n\n\n<li>Best practices for maintaining data integrity.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Q&amp;A Session<\/strong>\n<ul class=\"wp-block-list\">\n<li>Open discussion for questions, clarifications, and troubleshooting.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div><\/div><\/div>\n<\/div>\n<\/div><\/div><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Previous Webinars February 2026 January 2026<\/p>\n","protected":false},"author":16,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-4196","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/pages\/4196","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=4196"}],"version-history":[{"count":6,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/pages\/4196\/revisions"}],"predecessor-version":[{"id":4310,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/pages\/4196\/revisions\/4310"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=4196"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}