Set up the OrgPlus RealTime scheduler

The OrgPlus RealTime scheduler will automatically refresh your employee data from your Insperity FTP mailbox.

1. Sign in to the application. The user must have a security role that allows access to the administration settings.
2. Navigate to Administration > Domain Management > Domains.
3. Select the desired domain.
4. Click Edit.
5. Click the Import and Refresh tab.
6. Check the Schedule box to enable the scheduler.
7. Choose the desired frequency and time of day to refresh your employee data. Reminder: For best results, the day/time chosen should be shortly after the employee data source has been exported from your HRMS and transferred to the Insperity FTP mailbox.
8. Click Save.

Verify that your employee data has been updated

1. Sign in to OrgPlus RealTime. The user must have a security role that allows access to the administration settings.
2. Navigate to Administration > Domain Management > Domains.
3. Observe the column titled “Refresh Status.” The date and time stamp for the applicable domain should be updated each time your employee data has been refreshed.
4. Identify an expected change in the employee data exported from your HRMS and confirm that the change is reflected in OrgPlus RealTime.

Multi-Source Data Aggregation

OrgPlus RealTime now gives you the ability to utilize multiple data sources to visualize everything on one chart. Now you can visualize data from your HRIS, time and attendance, performance management, sales, finance, store/franchise, call center and manufacturing systems as some examples.

NOTE: For each data source a single column header must match as the Primary key. As an example your HRIS system may have Person ID as the unique identifier for each person. In your Sales data you would need a column with the same column header name, Person ID and corresponding data. Additionally you can use different data types in the event that your time and attendance exports CSV and your primary data is XLSX.

Setup

1. Navigate to the Administration Tab
2. Expand the Domain Management and click Domains
3. On your existing Domain click the Data Source file namemsdastep3
4. Once the Update Data Source dialog box appears click the plus symbol to add another source.

msdastep4

5. Click the new browse button and navigate to your additional data source.msdastep5
6. Click Open
7. Click Save

msdastep7
The application will begin refreshing your chart and you should now have the sales data available to visualize.