This article lists all the release notes for the OrgChart Software Tool, as denoted by revision number. This isn't a comprehensive list of every last little fix in the build, but rather a highlight reel of interesting new features, important fixes, and any significant updates we want you to know about.

Version 5.1.6 - Scheduled for release on May 7, 2021

  • 'Manual' Connector - Allow end users to manually create charts for display in OrgChart Viewer using a table interface.
  • Slack Integration - In slack, a new command '/chart' will be available to Slack users that install the OrgChart app
  • Chart Template Import/Export - Move chart templates and box styles from one tenant to another
  • Interactive Filters - Filter in/out chart boxes dynamically using a checkbox filters
  • Improved Import Filters - Filters now support 'contains' operator
  • Authorization Enhancements - Improved auto-assign to access group, simplified configuration
  • ADP Decidium Connector - ADP Decidium (France) users can now automate their org charts
  • Enhanced Portal Integration - Focus of launching charts from public websites (internet)
  • Bug fixes, performance enhancements and other small changes

Collaborative Planning Enhancements

  • Show Final State for Workforce Plans - Hide action overlays (available for both on screen and for export)
  • Talent Pool Enhancements - Ability to move individual or team from talent pool to plan, remove all from talent pool

Version 5.1.5 - Released on March 23, 2021

  • Append Table - Allow end user to define overrides (add, delete, move or update) to an existing master chart using a user friendly interface. Enterprise only
  • Integrated View Editor - Update chart presentation from within OrgChart Viewer (View Settings… menu item) Enterprise only
  • Automatic Email Distribution - Scheduled push of PPT or PDF files via email. Enterprise only
  • Automatic Export to SharePoint - Scheduled push of PPT or PDF file to SharePoint. Enterprise only
  • Matrix Reports Navigation - Navigate through a matrixed organization by clicking on supervisor links (within chart boxes). Also, works in PDF and PPT export.
  • UKG Connector - Generate charts from UltiPro using standard UKG API. Easy to configure. Secure. Flexible field selection. Enterprise Only
  • CSOD (Cornerstone OnDemand®) Connector - Generate charts using CSOD API. Also, support querying for vacant positions. Enterprise Only
  • ClearCompany Connector - Include vacant positions queried from ClearCompany API. Enterprise Only
  • Paychex Connector - Generate chart using the Paychex API. Enterprise Only
  • Improved Jobvite Connector - Include vacant positions queried from Jobvite API (now available as Enterprise connector). Enterprise Only
  • Improved ADP Integration - Support for both ADP WFN Recruitment Module and ADP Recruitment Management Enterprise Only
  • Simplified Office365 Photo Configuration - Added user interface to provide O365 credentials so that photos can be pulled into org charts. Enterprise Only
  • Dynamic Authorization Enhancements - Administrator UI to configure automated role and access group assignment (works with SSO and direct login) Enterprise Only
  • Enhanced Functional Charts - Allow up three levels of grouping of employees (e.g., by function and sub-function) Enterprise only
  • Bug fixes and other small enhancements

Collaborative Planning Enhancements

  • Mass Invites - Single action to invite all read/write users or all users in an access group Enterprise only
  • Enhanced Email Notifications - Suppress email notifications when inviting collaborators/viewers Enterprise only
  • Enhanced Excel Export - Action (add, move, delete, change) included in Excel export Enterprise only
  • Field Change History - Easily access prior changes to a field (and revert to those values if needed) Enterprise only
  • Create New Team - Start with a single manager and add a team Enterprise only

Version 5.1.4 - Released December 25, 2020

  • Chain of Command Mode - Allow end user to turn on/off chain of command display in Viewer. Enterprise only
  • Improved Collaborative Planning - Ability to insert/remove subchart breaks. Field level conflict resolution. Enterprise only
  • Card View - Alternate visualization of org chart as series of baseball cards. Enterprise only
  • Symbol Library - Library of 100 predefined symbols that can be added to boxes (e.g. Star Performer or Flight Risk).
  • Improved User Interface - New, more refined icons in the user interface.
  • Branch Level Security Enhancements - Branch level security supports additional uses (delegation of branch and branch access list). Enterprise only
  • Row Level Security Enhancements - Support for additional boolean logic ('Self + subordinates' AND 'Departments A, B and C') Enterprise only
  • Multi-tenant access - Single email address can be used to log into multiple tenants on same server
  • Enhanced URL Generator - Ability for customer administrator to setup restricted links (without having to contract OrgChart technical support) Enterprise only
  • Improved SFTP support - Ability to pull from customer's SFTP server. Enterprise only
  • Single Sign On Enhancements - Improved field mapping from SAML Assertion. SAML Assertion can control or deny access to OrgChart. Enterprise only
  • Improved UltiPro Integration - Support for UltiPro Applicant Tracking.
  • Improved Trinet Integration - Trinet connector support added to OrgChart Viewer configuration. Enterprise only
  • Improved Enterprise Data Refresh - Administrator now has access to additional diagnostic information when refreshes fail. Enterprise only
  • Bug fixes and other small enhancements

Version 5.1.3 - Released October 23, 2020

  • High Resolution Rendering - On high resolution monitors/devices, the rendering quality of the user interface and org charts is greatly improved.
  • Enhanced PDF/PPT Export for Collaborative Planning - Include timeline for changes in right margin Enterprise only - Collaborative Planning
  • Field Validation in Planning - Field types are enforced when updating field values (e.g. valid numbers and dates) Enterprise only - Collaborative Planning
  • Improved Import Filtering - Filter on dates (e.g. greater or less than on a date) Enterprise only
  • Improved Static Formulas - Better support for formulas based on dates (convert start date to years of tenure) Enterprise only
  • Display OrgChart Documents in Viewer - Documents created in Workbench can be loaded into Viewer. This only applies to documents created using chart builder. Enterprise only
  • Launch into Directory Mode - On application launch, the end user can optionally be presented with the directory (as opposed to the org chart mode). Enterprise only
  • Enhanced Workbench Delete - When a box (that is the top of a subchart break) is deleted, the user can choose whether to delete 'only the box' or the 'box plus the associated branch.'
  • Improved Chart Builder Configuration - Administrator can enable option to dynamically apply selected chart template when editing in Workbench Enterprise only
  • Enhanced Chart Builder Filtering - Improved user interface for 'In List' function. Enterprise only
  • Lever Connector - New connector ( - Application Tracking System data from Lever can now be appended to main data source Enterprise only
  • PeopleHR Connector Enhancements - PeopleHR connector now available in Enterprise Enterprise only
  • BreatheHR Connector Enhancements - BreatheHR connector now available in Enterprise Enterprise only
  • Box Layout Editor Improvements - Ability to update free text in box layout editor.
  • Enhanced Chart Template Editor - Rule can now be duplicated.
  • Improved Matrix Report - Matrix reports can optionally include subordinates (Administrator setting) Enterprise only
  • Improve URL Generator - Support for launch into Viewer and Directory modes. Improved user interface.
  • Bug fixes and other small enhancements

Version 5.1.2 - Released September 4, 2020

  • Effective Dates - Set effective date for a plan change (add/edit/move or delete) Enterprise only - Collaborative Planning
  • Timeline View - Sequential list of all changes made to a plan (sorted by date) Enterprise only - Collaborative Planning
  • Improved Plan Administration - Allow administrator to manage all plans (e.g. reassign plan owner) Enterprise only - Collaborative Planning
  • Collaborative Planning Module - General enhancements to usability Enterprise only - Collaborative Planning
  • Salesforce Connector - Enterprise support for Salesforce as a data source Enterprise only
  • Sage Connector - Enterprise support for Sage as a data source Enterprise only
  • Oracle Cloud Connector - Enterprise support for Oracle Cloud as a data source (includes photos) Enterprise only
  • OrangeHRM Connector - Enterprise support for OrangeHRM as a data source Enterprise only
  • Enhanced Filters - "Hidden" filters allow for calculations that include excluded boxes. Filters can be set "on" by default Enterprise only
  • BambooHR Connector Enhancements - User can easily include custom fields from BambooHR Enterprise only
  • Signify Connector Enhancements - Photo support Enterprise only
  • ADP Connector Enhancements - Specify custom 'employee search' (for Workforce Now). Detailed data pull (for Vantage and ADP Enterprise) allows access to custom fields.
  • Multi-chart document publish - Generate single PDF/PPT from a multi-chart document
  • Improved matrix reporting - Support for multiple matrix managers. User can map field(s) used for matrix reporting Enterprise only
  • Inverted charts - User can invert a chart (supported in both Viewer and Workbench)
  • Sub-chart Enhancements - User can control how subcharts are ordered in Viewer (subchart panel) and in PDF/PPT exported. User can pick field used for subchart name Enterprise only
  • Portal Integration Enhancements - Launch into Directory Mode Enterprise only
  • Bug fixes and other small enhancements

Version 5.1.1 - Released July 7, 2020

  • Improved Performance - Various dialog/panels are now much more responsive.
  • Collaborative Planning Module - Preview release. Multiple people can collaboratively create workforce plans - updates to plans are shared in real-time. Enterprise only
  • Enhanced PPT/PPF Publishing - Uniform scaling option forces same scale factor for all pages in export.
  • Enhanced Photo Handling - Additional photo size options and automatic conversion to 'gray scale' (for photos).
  • Enhanced ADP Enterprise (EV5) Connector - More employee records fields now available from EV5. Enterprise only
  • Improved "Point in Time" Module - Better delta reports. Enterprise only
  • Improved SAP RFC Connector - Import custom fields from SAP. Enterprise only
  • Improved Greenhouse Connector - Greenhouse connector can now append open positions to any HR connector. Enterprise only
  • Improved Namely Connector - Expanded field set, faster performance and more reliable. Enterprise only
  • Improved Data Aggregation - Improved handling of complex use cases. For example, combine HR, ATS (Application Tracking System) and custom overrides into a single org chart. Enterprise only
  • Make Top Function - Right click in viewer on any box to view box as top of subchart.
  • Lucca Connector - Build or enhance charts using Azure AD data. Enterprise only
  • Bug fixes and other small enhancements

Version 5.1 - Released May 29, 2020

  • Level Charts - Vertically position boxes based on criteria (e.g. management level of employee determines horizontal lane where box is placed)
  • Photo pre-loading - Photos are cached from HR Source during off business hours. Faster page load and faster export to PDF/PPT. Enterprise/Premium only
  • Streamlined Enterprise Configuration - Many improvements to user interface (example, enhanced file picker in Chart Settings | Source) Enterprise only
  • Enhanced SubscribeHR connector - Utilizes new SubscribeHR interface. Expanded set of fields can be queried. Enterprise only
  • Azure AD connector - Build or enhance charts using Azure AD data. Enterprise only
  • Enhanced iCIMS connector - faster performance, support for custom fields and user defined filters. Enterprise only
  • Enhanced BambooHR connector - Expanded set of fields can be queried included querying secondary/custom tables. Enterprise only
  • Oracle Cloud Photos - Query photos directly from Oracle Cloud. Enterprise only
  • Bug fixes and other small enhancements

Version 5.0.3 - Released on April 24, 2020

  • PDF/PPT Performance Enhancements - Charts with local photos (uploaded to OrgChart Server) publish up to 3X faster
  • Streamlined Enterprise Configuration - Improved user interface - less clicks required to setup
  • Pie Chart Master Page Element - Add pie charts into headers and footers (e.g. Pie chart of different locations)
  • Enterprise Performance Enhancements - Data refresh (in Viewer) is up to 20X faster for charts that include calculations
  • Additional Formulas (in Viewer) - Max, Min and Map functions are now available in configuration UI
  • Connector enhancements - BambooHR connector is now included in Enterprise configuration
  • Improved Search - Improved UI for search panel and directory
  • Include orphans + Chart Builder Handling - Option to pull orphan records into the Workbench parking lot (when using Chart Builder)
  • Hundreds of bug fixes and small enhancements

Version 5.0.2 - Released on March 13, 2020

  • OrgChart Viewer Optimization - Faster chart loading/navigation
  • Performance Optimization - Viewing/Panning large single page charts significantly faster
  • Improved Grouping - Within conditional formatting, you can now set the minimum group size (e.g. avoid automatically creating small groups)
  • Default levels shown - In OrgChart Viewer, you can now set the default number of level shown for a specific chart.
  • User Impersonation - An administrator can now impersonate a user in order troubleshoot an issue or verify security role.
  • Ceridian Dayforce Connector - Directly query Dayforce to create organizational charts
  • Improved dynamic filters - You can now 'Include filtered managers' when applying a dynamic filter (for example, if you filter out contractors, contractor that manage permanent staff will not be dropped from the displayed chart). Also, manual changes to a chart will be preserved as different filters are applied.
  • Improved highlights - You can now toggle highlights in the Workbench (after using the Chart Builder).
  • Improved Internationalization - Chart Builder/OrgChart Viewer now support International (ISO 216) page sizes (A0, A1, A2, A3 and A4)
  • Dynamic Localization of Org Charts - Fields within chart boxes can be set to automatically translate based on user's language selection (e.g. a title shown in a chart box (or profile) will be translated to the selected language. Note: Customer must supply translations within source data (e.g. Title_EN and Title_FR fields in the data).
  • Improved System Administration - Improved user interface and various usability enhancements (for example, drop-down lists are now searchable if they contain a large number of items)
  • Branch Level Security - Limit access to branch of chart based on field value (e.g. limit to my department or business unit) or 'self + subordinates' (e.g. limit to a manager's branch)
  • Bug fixes and other small enhancements

Version 5.0.1 - Released on January 24, 2020

  • Improved PPT/PDF Generation - Various enhancements including 'Index' pages and support for highlight overlays (e.g. highlight all employees that match criteria).
  • Improved drag & drop planning - Move boxes under manager where current subordinates are on a different page (under a subchart break).
  • Directory Mode - Search for employees using multiple criteria. A list of matches are returned as tabular results. ENTERPRISE ONLY
  • Embeddable Search Widget - Add a search widget to intranet pages. Clicking on a search result opens a directory or org chart view.
  • "Point in Time" Module - Retrieve org charts that were effective as of a given date ENTERPRISE ONLY
  • Easier localization - Improved tools for translating OrgChart Now application into foreign languages
  • Improved PeopleHR Connector - End user can now define a query to specify exactly which fields to pull into OrgChart Now
  • Bug fixes and other small enhancements

Version 5.0 - Released on November 15, 2019

  • New Login Experience - New login screen, faster login, and the ability to reset your password directly via a link instead of a temporary password.
  • Massive Performance Increase - Speed across the application has been greatly enhanced, especially for Publishing and charts in the Viewer.
  • Grouping - Boxes can be combined into Multi-Record boxes. You can group boxes together by title, or group co-managers or co-heads together. Never before has it been so easy to simply drag and drop boxes into groups. You can drag branches into or out of the parking lot directly onto your Co-Manager or co-head groups. You have full control over the presentation of these groups, and can use rule driven chart templates to drive your grouping behavior.
  • Highlighting - Highlight boxes with a chart template or with dynamic highlight in the viewer. These highlights allow you to easily flag boxes with certain criteria.
  • New Connector panel - More easily manage your connectors in the workbench.
  • New Chart Builder - Chart Builder 2.0. The new chart builder is launched directly from the viewer. It has significantly more functionality than before, all while having a smaller footprint and more intuitive usage.
  • Advanced Search - Customize advanced search options for use in the Viewer. Your Simple Search continues to be an easy combination of Name and Title, but you can customize an advanced search with the fields you need to quickly locate employees.
  • Updated Refresh Properties Ribbon: More easy to access refresh properties for your Chart Documents.
  • Updated Scheduler: Bringing up the Chart Document Scheduler now indicates if another member of your organization has already tuned on the scheduler for the Chart Document.
  • New Connectors for Database Charts: SuccessFactors, UltiPro, and Workday have been added as full API Connectors for Database Charts.
  • Huge number of bug fixes, enhancements, and interface cleanups.

Prior Versions

Version 1, 2, 3 and 4 Release Notes

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