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OrgPlus Premium: Track changes to your chart!

By / December 21, 2009 / / 0 Comments

I’ve worked with a number of customers over the past 6 months who have gone through a restructure or merger.  A common problem amongst them all was how to capture the changes made and then report them back to the business area or HR for approval.

This is where OrgPlus Premium comes in.  OrgPlus Premium, the latest release in the OrgPlus Desktop product suite, assists with this issue by tracking changes you make to your organisational charts.  Each change is recorded as it happens, appearing on the Track Changes panel.

Once you’ve finished remodelling your organisation you can use the Track Changes functionality to manage the actual change; create Personnel Action Notices, export a summary of the changes, send the chart to management for approval plus many more options.

To track your changes in OrgPlus Premium:

  1. Click on the Show Track Changes icon on the toolbar at the bottom of your screen.
    Track Changes Icon
    NOTE: This icon will only be available if you have purchased OrgPlus Premium
  2. Click on Start tracking Changes text in the middle of the panel
    StartTrackingChangesLink
  3. This will open the Track Changes panel, which shows you all of the changes you have made to the chart
    Empty Track Changes Panel
  4. Using the toolbar on the left hand side you can add, relocated and remove subordinates, managers, co-workers and assistants as required.
    Insert Toolbar
    Each change will appear in your Track Changes panel on the right hand side in real time.

    Track Changes Panel w changes

  5. Once you have made all of the required changes you can then perform the following actions:
    1. Accept the changes in the chart
    2. Reject the changes in the chart
    3. Export a summary of all of the changes
    4. Print a copy of the changes
    5. Create Personnel Action Notices for all/some of the changes

This functionality is not only useful to keep track of all the changes you have made but it can also assist in actioning the required changes.

Other ideas to assist with organisational restructures:

  • Create some formulas to calculate the Total Salary, Total Headcount & Total Full Time Equivalent for the entire chart and add this information to your summary, watch these values automatically update as you model your re-structure changes.
  • Create some formulas to calculate Salary Rollup, Headcount Rollup & Full Time Equivalent Rollup for the current box and its branch and add this information to your boxes or profiles, watch these values automatically update as you model your re-structure changes.
  • Use conditional formats to highlight staff performing below average and use this information to deliver a more “targeted” restructure.

For more information on the track changes functionality, or to ask about upgrading your Professional license to a Premium license,  feel free to call me (Belinda) on +61 3 9879 4060.

about the author
Belinda

Belinda is Navigo's Operations Manager. Belinda is also the Product Manager of HROnboard and works closely with the development team.