{"id":533,"date":"2021-02-17T21:29:44","date_gmt":"2021-02-17T21:29:44","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?page_id=533"},"modified":"2023-01-12T21:27:47","modified_gmt":"2023-01-12T21:27:47","slug":"organizational-planning-downloadable-guides","status":"publish","type":"page","link":"https:\/\/help.insperity.com\/bps\/organizational-planning-downloadable-guides\/","title":{"rendered":"Organizational Planning Tools: Downloadable Guides and Videos"},"content":{"rendered":"\n<p><em>Below you will find useful guides and tutorials for OrgPlus RealTime.  If you need additional administrative training, please contact your Customer Success Specialist. <\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Administrator Tools<\/h3>\n\n\n\n<p><a href=\"http:\/\/video.insperity.com\/BPSPM\/OrgPlusRealTime\/CreatingFilters.pdf\">Creating Filters<\/a><\/p>\n\n\n\n<p><a href=\"http:\/\/video.insperity.com\/BPSPM\/OrgPlusRealTime\/CreatingViews.pdf\">Creating Views<\/a><\/p>\n\n\n\n<p><a href=\"http:\/\/video.insperity.com\/BPSPM\/OrgPlusRealTime\/CreatingFormulaFields.pdf\">Creating Formula Fields<\/a>&nbsp;<\/p>\n\n\n\n<p><a href=\"http:\/\/video.insperity.com\/BPSPM\/OrgPlusRealTime\/PopularFormulas.pdf\">Popular Formulas<\/a><div class=\"formswift-button\" style=\"opacity: 1;\"><a class=\"fs-edit-link\">\u270e Edit<\/a><a class=\"fs-sign-link\">Sign<\/a><\/div><\/p>\n\n\n\n<p><a href=\"http:\/\/video.insperity.com\/BPSPM\/OrgPlusRealTime\/AddingPhotos.pdf\">Adding Photos<\/a><div class=\"formswift-button\" style=\"opacity: 0;\"><a class=\"fs-edit-link\">\u270e Edit<\/a><a class=\"fs-sign-link\">Sign<\/a><\/div><\/p>\n\n\n\n<p><a href=\"http:\/\/video.insperity.com\/BPSPM\/OrgPlusRealTime\/SuccessionPlanningSetup.pdf\">Succession Planning Setup<\/a><\/p>\n\n\n\n<p><a href=\"http:\/\/video.insperity.com\/BPSPM\/OrgPlusRealTime\/SuccessionPlanning9Box.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Succession Planning 9-Box Grid Configuration<\/a><div class=\"formswift-button\" style=\"opacity: 1;\"><a class=\"fs-edit-link\">\u270e EditSign<\/a><\/div><\/p>\n\n\n\n<p><a href=\"http:\/\/video.insperity.com\/BPSPM\/OrgPlusRealTime\/borderhighlight.mp4\" target=\"_blank\" rel=\"noreferrer noopener\">Adding border highlights (Video)<\/a><\/p>\n\n\n\n<p><a rel=\"noreferrer noopener\" href=\"http:\/\/video.insperity.com\/BPSPM\/OrgPlusRealTime\/createeditview.mp4\" target=\"_blank\">Creating and Editing Views (Video)<\/a><\/p>\n\n\n\n<p><a href=\"http:\/\/video.insperity.com\/BPSPM\/OrgPlusRealTime\/addingstyles.mp4\" target=\"_blank\" rel=\"noreferrer noopener\">Adding styles (Video)<\/a><\/p>\n\n\n\n<p><a href=\"http:\/\/video.insperity.com\/BPSPM\/OrgPlusRealTime\/importemployeedata.mp4\" target=\"_blank\" rel=\"noreferrer noopener\">Importing employee data (Video)<\/a><\/p>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Role-Based User Guides<\/h3>\n\n\n\n<p><a href=\"http:\/\/video.insperity.com\/BPSPM\/OrgPlusRealTime\/BasicUserGuide.pdf\">Basic Getting Started Guide<\/a><\/p>\n\n\n\n<p><a href=\"http:\/\/video.insperity.com\/BPSPM\/OrgPlusRealTime\/PlanningBasics.pdf\">Planning User Guide<\/a><\/p>\n\n\n\n<p><a href=\"http:\/\/video.insperity.com\/BPSPM\/OrgPlusRealTime\/SuccessionPlanningBasics.pdf\">Succession Planning User Guide<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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&nbsp; Popular Formulas \u270e EditSign Adding Photos \u270e EditSign Succession Planning Setup Succession Planning 9-Box Grid Configuration \u270e EditSign&#8230;<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-533","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/pages\/533","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\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=533"}],"version-history":[{"count":7,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/pages\/533\/revisions"}],"predecessor-version":[{"id":2327,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/pages\/533\/revisions\/2327"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=533"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}