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Auxiliary Reporting. Now Driven from Your Database

By / July 16, 2010 / / 0 Comments

In a great new feature released with OrgPlus Premium (and Professional) 8.3, OrgPlus will now drive alternate and dotted-line reporting directly from your data extract.

I read a lot of HR blogs that talk about alternative reporting structures. It’s good to see that with HumanConcept’s latest release the features in the technology are keeping track with shifting business norms.

The best way to understand it is to show it in action – so here we go:

Auxiliary Reports and The Beatles

Start with a simple data file. Here we have five (famous) employees. Note the auxiliary reporting relationship defined in AuxReportsTo.

A simple import produces a chart like the one below. Note the dotted line – OrgPlus has automatically recognised the hierarchy in AuxReportsTo.

Too Easy, but potentially very useful for managing complex relationships… Time to get even more complex.

Auxiliary Reports and Matrix Organisations

The new auxiliary reporting features can be used to build almost any chart direct from your data set. An ambitious example is a matrix organisation, where employees report up to their head of department, but also report to their project head.

New to matrix organisations? Read more here.

Again we start with a data file, this one more complex. Note the AuxReportsTo column, Departments and Projects. Our matrix organisation has department leaders, project leaders, and a number of employees who report to both.

See Jim Turner for example, an IT consultant in Project Alpha he reports to both Simon Dugas (Senior Consultant) and also George Creston (Project Leader on Project Alpha).

Complex? No worries! An import, some chart rules and conditional formats later, and we have this chart which explains it all easily.

Every employee reports up and left to their managers. Your matrix is decipherable at a glance.

Does your organisation have some complex relationships? Tell us your examples below…

Or if you’re interested in seeing how our Matrix chart was made, click through to page 2.