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 5.1.2 - 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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