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Highlight information based on rules Using display rules (or conditional formatting) helps you to access a quick overview and focus on aspects that are important to you. For example, maybe it's important for your organisation to improve how you're managing open...
Why is it important to model a reorganisation? The world today is one of change. That is also true for organisational structures. There are many reasons for workforce change, some common ones include restructures, mergers and acquisitions, workforce downsizing or...
You can add extra data fields and define the field types in orginio, e.g. text, value range, digit etc. After you save a new field, you'll be able to add the data field to the objects you are editing. Here’s an example: The objective is to add skills to the employee...
Why assign an employee to multiple positions? More and more organisations are moving towards allowing their employees to work across several departments. For example, you could have one employee hold multiple positions, in multiple departments - he or she could...
How to track workforce KPIs in charts A great way to keep an eye on important key metrics is to display them in detail on your org chart. Use case: Charlotte wants to display a company’s headcount. She can select the key figure 'Headcount' in the KPIs settings. The...
How to reuse stored data When creating new org units, positions or employees, orginio allows you to reuse stored data from a template. This is a huge timesaver, especially if you’ve already invested a great effort in manually adding fields and enriching them...
Delete information from your cloud org chart Use case: Is the internship over? Charlotte has completed her internship in the R&D department. Secretary Linda clicks on “Remove box” and confirms that the box should be deleted. Watch the video below to find out more....
Easy navigation with the hierarchy tree The hierarchy tree in orginio shows an organization’s command structure. Each level can conveniently be opened or closed via the arrow symbol. By clicking on an object within the tree, you are easily navigated to the respective...
Document changes at the push of a button The obligatory documentation requirement may be inconvenient. But in orginio you can take care of it with the simple push of a button by making use of the software’s audit log. The feature allows the effortless documentation of...