Version 5.2.1 – Released November 12, 2021

  • Append Table Enhancements – Create new fields and assign field values directly in the application, decreasing dependency on multiple append and merge documents.
  • Display photos in Search and Directory – Now when searching for an employee in Viewer and Directory, you have the option to display employee photos in the search results.
  • Better System View Library – Use built-in box styles and templates as-is, or use them as a baseline to build more complex Views.
  • Interactive Filtering Improvements – Choose to hide records filtered from the chart, or show them grayed-out.
  • SharePoint creds UI – Enables administrators to configure automated publish to SharePoint themselves, without involvement from OrgChart IT.
  • Paycom Connector – Create OrgCharts with a direct API connection to Paycom.
  • UKG Ready integration – Create OrgChart with a direct API connection to UKG Ready.
  • Igloo Photos – Import employee photos directly from your Igloo HRM.
  • Auto-Export to Excel – Receive an automated report of Master Chart data in an Excel format after a successful scheduled refresh.
  • Access Chain of Command Excel – Export an Excel of Chain of Command data directly from Viewer.

Enterprise Enhancements

  • Manager and subordinates handling improvements in Planning – Easily decide what happens with a manager’s direct reports when you move or delete the manager.
  • Refined Point in Time experience- Added the Point in Time module to the Mode Switcher, so that users can easily access and load archived charts.
  • Countless bug fixes, performance improvements, and user experience enhancements.
  • Version 5.2.0 – Released August 20, 2021
  • NEW USER INTERFACE! Sleeker, streamlined interface that makes Viewing, Planning, view management, and system administration simpler and more straightforward than ever before.
  • Thrive TRM – Create OrgCharts with a direct API connection to Thrive TRM.
  • ADP HCM NG connector – Create charts with a direct API connection to ADP HCM Next Generation.
  • Oracle Fusion Connector improvements – Support for append, merge, and one-to-many Oracle API queries.
  • Additional custom field support for ADP, Dayforce, and Cornerstone
  • Launch To Self – Users can be auto-navigated to their own place in the chart upon sign in.
  • SSO Enhancements
  • SSO configuration interface – Configure SSO in-product with a simple user interface.
  • Single Logout – Support to toggle signing out of your IDP when a user signs out of OCN.
  • SAML-driven group assignment – Use values in your SSO SAML assertion to drive user group access in OCN.
  • Collaborative Planning Enhancements
  • Move Out – Clearly indicate when an employee is transferred outside the scope of a plan (instead of suppressing them)
  • Auto-Calculation of Metrics – Metrics intelligently recalculate themselves when needed.
  • Manager Rollup Handling – When suppressing or moving a manager, decide what should happen with their subordinates.
  • Countless bug fixes, performance improvements, and user experience enhancements.

Version 5.1.6 – Released May 7, 2021

  • ‘Manual’ Connector – Allow end users to manually create charts for display in OrgChart Viewer using a table interface
  • Google Directory – Generate a chart using Google Directory API
  • 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 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 a 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

Contact Us for information on release notes before this date