My instructor was friendly and enthusiastic about OrgPlus. She was genuine and authentic and really took the time to listen to my questions.
Jennifer Abrahamson
Executive Assistant
Fiserv
The instructor was very helpful and took the time to ask which OrgPlus features I would use the most and focused the session on those key areas.
Jennet Cooley
Intl Corporate Compliance
Data Coordinator
Orrick, Herrington & Sutcliffe LLP

OrgPlus Enterprise Courses

End User Training

Course Description: OrgPlus Enterprise End User training is an introduction to the solution's functionality. More in-depth training can be found in our OrgPlus Enterprise Power User class.

Format: Web Based

Length: 4 hours (includes lab exercises)

Who Should Attend:

  • OrgPlus Enterprise end users with viewing rights only

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Topics Covered:

  • Accessing charts (i.e. Domains and Views)
  • Chart navigation and visualization tools
  • Printing charts
  • Publishing charts to Excel, PDF and PowerPoint
  • Chart panels (i.e. Profiles, Bookmarks and Indexes)
  • Directory and OrgTree modules
  • Using modeling tools (i.e. Save As OPX)

 
Power User Training

Course Description: The OrgPlus Enterprise Power User helps end users take full advantage of OrgPlus' modeling and publishing capabilities.

Format: Web Based

Length: 4 hours (includes lab exercises)

Who Should Attend:

  • OrgPlus Enterprise end users with edit and configure rights

To Purchase

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Topics Covered:

  • Advanced publishing (PDF and PowerPoint)
  • Creating models
  • Formatting charts
  • Managing sub-charts
  • Creating formulas
  • Creating conditional formats
  • Creating legends
  • Chart panels (i.e. Profiles and Indexes)
  • Creating multi-record boxes
  • Scenario comparison
  • Orphan management

 
Admin I Training

Course Description: OrgPlus Enterprise Admin I is the first of two courses required to become an OrgPlus Enterprise administrator. Admin I covers systems configuration and security setup.

Format: Web Based

Length: 4 hours (includes lab exercises)

Who Should Attend:

  • OrgPlus Enterprise administrators

To Purchase

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Topics Covered:

  • Data source fields required to build an org chart
  • Connection to various data sources (i.e. Excel, Active Directory, SQL, etc.)
  • Basic configuration of charts and directories
  • Enhancing charts with profiles and indexes
  • Security configuration
  • Security roles
  • Role determination
  • Field level security
  • Filter based security
  • Structural security

 
Admin II Training

Course Description: OrgPlus Enterprise Admin II empowers OrgPlus Enterprise administrators to build templates and reports in OrgPlus Enterprise, create formulas and calculations based on HR data, and establish best practices for chart design, merged and mapped fields, and security design.

Format: Web Based

Length: 4 hours (includes lab exercises)

Who Should Attend:

  • OrgPlus Enterprise administrators

To Purchase

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Topics Covered:

  • Creating custom chart views
  • Formatting chart boxes
  • Configuration of branch styles
  • Managing field types
  • Creating formulas
  • Creating conditional formats
  • Creating multi-record boxes
  • Other advanced charting techniques (i.e. matrix reports, groups & chart rules)
  • Advanced options

 
OrgPlus Enterprise Blueprint

Course Description: OrgPlus Enterprise Blueprint Training provides an in-depth solution overview to successfully create modeling scenarios and analyze key workforce metrics.

Format: Web Based

Length: 4 hours (includes lab exercises)

Who Should Attend:

  • OrgPlus Enterprise Admins and End Users

To Purchase

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Topics Covered:

  • Setting user access permissions
  • Importing charts from OrgPlus Enterprise
  • Staging area
  • Working with metrics
  • Changing data fields
  • Changing the status of Blueprint charts
  • Moving charts into actioned folder
  • Writing back to OrgPlus Enterprise