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OrgChart Help Guide



Audience: Administrators


The Refresh panel allows Administrators to set the frequency at which their chart is automatically synchronized with source data.


Note: The Refresh Options configured in this panel only pertain to the Master Chart selected in the Chart dropdown menu.

Accessing Refresh Settings

Click on the Mode Switcher icon in the Top Toolbar, and then select the Setup option. The Setup panel is displayed.

Click on the Chart Settings tile.


Select the Refresh option from the left side menu.


Data Refresh Options

Frequency dropdown

Set the frequency that scheduled refreshes occur.

The following frequency options are available:

  • Daily

  • Weekly – Specify the day of the week on which a refresh should occur.

  • Monthly –Specify when the refresh should occur (1st of the month, 15th of the month or last of the month).

  • Off

Time dropdown

Set the time (GMT) that scheduled refreshes occur.


Note: The refresh will occur at approximately the specified time. If flat files are pushed to OrgChart (as a data source), make sure that the files are pushed at least one hour prior to the scheduled refresh time.

Email Notification

Email notifications will be sent to all recipients when a data refresh fails.


Receive an email only after a failed refresh.


Receive an email after each successful refresh.


Delete an email from the email notification list.


Add an email to the email notification list.

Automated Chart Export

Automatically generate a PDF or PowerPoint of the selected Master Chart after refresh, and send it to an Email or SharePoint Site.

Frequency dropdown

Set the frequency that a chart will be automatically generated in PDF or PowerPoint after refresh.

  • Weekly - Specify the day of the week on which the chart will be generated and sent.

  • Monthly - Specify when the chart will be generated and sent (1st of the month, 15th of the month, or last of the month).

  • Off

Format dropdown

Set the format in which the chart will be generated after refresh.

  • PDF

  • PowerPoint

  • Google Slides

  • XLS

Export To dropdown

Select the destination of the automatically generated chart.

  • Email

  • SharePoint


Delete source after refresh checkbox

If a flat file is used as a data source, the flat file will be deleted after a successful refresh. This option is not available for data sources that query an HRIS system.

Allow this chart to be refreshed manually checkbox

Enable Administrators (or Read/Write users with proper access) to manually refresh data.