Most subscriptions include at least one Professional Services offering. We recommend that all customers purchase an implementation package so that they can get up and running quickly.

Three different implementation packages are available (Level 1, Level 2 and Level 3) - See table below for details of what is included in each package. Expert Services Packages may also be required for certain scenarios.

Deliverable Level 1 Level 2 Level 3
Configure connection to data source X X X
Configure data filters (e.g. exclude contractors from org charts) X X X
Identify and help customer fix data issues (e.g. missing supervisor) X X X
Create data driven chart templates1 X X X
Automate assistant detection and formatting X X X
Include employee photos X X X
Setup masterpage (logos, page numbers, etc.) X X X
Add legend(s) X X X
Determine and implement best approach for pagination X X X
Configure publish (to PDF/PPT) X X X
Configure Employee Profile X X X
Configure Data Refresh X X X
Implement dotted-line and/or matrix relationships X X
Add workforce metrics (e.g. vacancy count or contractor count) X X
Setup Access Groups X X
Add tables to your charts2 X X
Setup SSO (Single Sign On)3 X X
Setup Automated Data Refresh X X
Create complex chart templates (over 10 rules) X X
On Premise Deployment4 X X
Override values and relationships (add, suppress, update or more) 5 X X
Portal Integration (embed charts in your intranet) X X
Add ADP Custom fields X X
Applicant Tracking System Integration6 X
Configure Chart Builder7 X
Combine/merge multiple data sources X
Customized data import8 X
Automated user provisioning X
Combine multiple data sources X
Custom data connector X
Custom photo query X
Advanced SSO setup X
Custom SSO method X
Custom Development X
Deploy Succession Planning, Workforce Planning or other process X

1Up to 3 templates for Level 1, Up to 5 for Level 2 or Level 3 packages
2Add reference tables - for example, tables containing different counts - "vacancy count", "contractor count", "approved headcount" or "approved budget"
3For example, ADFS, ping identity, okta or onelogin (SAML 2.0 compatible)
41000 boxes or more subscription required
5For example, force a person to report to another manager or override a person's title
6Add vacancies from ATS' including greenhouse, iCIMS and Jobvite or from a flat file
7Simple interface for ad-hoc chart generation (configure chart templates, dynamic filters and masterpages)
8Pre-processing of data prior to import