OrgPlus Training sessions are designed to provide you the skills to make the most of your OrgPlus investment. Attend training and gain a better understanding of the role that org charts can play in your organization. Build expertise in creating and publishing professional charts to meet your unique business objectives.
*Training offerings are available for United States and Canada only. To purchase training outside of the United States or Canada, please contact our exclusive international partner, Altula.
Getting Started Training
The training will familiarize a new user with the features and functions of OrgPlus.
Getting Started Standard Product (100 Box Count)
This is a 45 minute training class designed to familiarize a new user with the features and functions of OrgPlus Standard. In addition, the training will demonstrate how to manually create professional-looking charts for presentations.
- Introduction and Navigation
- Using Chart Templates
- Chart Styles and Sub-Chart Breaks
- Customizing the employee boxes
- Formatting the Master Page
- Defining system fields
- Using conditional formatting
- Using the Manual Toolbar
- Printing your Chart
Getting Started Professional/Premium (Up to 250 Box Count)
Approximately 1 hour training class designed to familiarize a new user with the features and functions of OrgPlus Professional and Premium. The training will demonstrate how to import data, format and design and professional-looking chart.
- Introduction and Navigation
- Importing your data
- Using Chart Templates
- Chart Styles and Sub-Chart Breaks
- Customizing the employee boxes
- Using conditional formatting
- Formatting the Master Page
- Using the Manual Toolbar
- Publishing your Chart
Basic Training
Basic training is designed for customers who are new to organizational charting and want a fast start on productivity.
Professional Basic
Basic training is designed for customers who are new to organizational charting and want a fast start on productivity. While covering the topics below, we will utilize our demo environment.
- Introduction to a user interface and basic navigation
- Building your data source
- Importing data to create charts
- Sub-charting
- Formatting boxes, lines, fields, etc.
- Using templates
- Refreshing the chart
- Defining formulas
- Creating Profiles and Directories
- Performing Searches
- Publishing charts
Open Session
Closed Session
Open Session Training – (Approximately 2 hours) Open Session trainings refer to one trainer and multiple organizations in the session. Open session training is based on a pre-defined schedule.
Closed Session Training – (2.5 hours) Closed Session trainings refer to one trainer and only one organization in the training. Closed session trainings generally run longer to allow the customer an opportunity to practice the material learned in a demo environment guided by the trainer. Also, the customer will be provided with take-away exercises. Closed session and Custom training will be scheduled based on customer and trainer availability.
Premium Basic
Basic training is designed for customers who are new to organizational charting and want a fast start on productivity. While covering the topics below, we will utilize our demo environment.
- Introduction to a user interface and basic navigation
- Building your data source
- Importing data to create charts
- Sub-charting
- Formatting boxes, lines, fields, etc.
- Using templates
- Refreshing the chart
- Defining formulas
- Creating Profiles and Directories
- Performing Searches
- Publishing charts
- Application overview
- Manually editing your chart
- Tracking changes
- Sending changes to Excel
- Generating PAN reports
- Utilizing Reports panel
- Accepting and rejecting changes on the Track Changes panel
Open Session
Closed Session
Open Session Training – (Approximately 2 hours) Open Session trainings refer to one trainer and multiple organizations in the session. Open session training is based on a pre-defined schedule.
Closed Session Training – (2.5 hours) Closed Session trainings refer to one trainer and only one organization in the training. Closed session trainings generally run longer to allow the customer an opportunity to practice the material learned in a demo environment guided by the trainer. Also, the customer will be provided with take-away exercises. Closed session and Custom training will be scheduled based on customer and trainer availability.
Advanced Training
An in-depth look at OrgPlus by showing you how to automatically create and distribute org charts. This training is ideal for customers who want to increase their charting power by learning the advanced features of OrgPlus.
Professional Advanced
This training program takes a more in-depth look at OrgPlus by showing you how to automatically create and distribute org charts. This training is ideal for customers who want to increase their charting power by learning the advanced features of OrgPlus. While covering the topics below, we will utilize our demo environment.
- Using advanced import settings
- Creating groups
- Creating multi-record boxes
- Defining conditional formats
- Adding smart fields
- Defining chart rules
- Creating hotspots
- Using the Photo Manager
- Using constants in formulas
- Inserting multiple charts in a chart file
- Consolidating charts
- Using the Publisher
- Using the Scheduler
Pre-Requisites
Please ensure the trainee has a firm understanding of the following:
- Importing Data
- Formatting box colors and fields
- Creating Profiles and Directories
- Refreshing your chart data
- Publishing your chart
Open Session
Closed Session
Open Session Training – (Approximately 2 hours) Open Session trainings refer to one trainer and multiple organizations in the session. Open session training is based on a pre-defined schedule.
Closed Session Training – (2.5 hours) Closed Session trainings refer to one trainer and only one organization in the training. Closed session trainings generally run longer to allow the customer an opportunity to practice the material learned in a demo environment guided by the trainer. Also, the customer will be provided with take-away exercises. Closed session and Custom training will be scheduled based on customer and trainer availability.
Premium Advanced
This training program takes a more in-depth look at OrgPlus by showing you how to automatically create and distribute org charts. This training is ideal for customers who want to increase their charting power by learning the advanced features of OrgPlus. While covering the topics below, we will utilize our demo environment.
- Using advanced import settings
- Creating groups
- Creating multi-record boxes
- Defining conditional formats
- Adding smart fields
- Defining chart rules
- Creating hotspots
- Using the Photo Manager
- Using constants in formulas
- Inserting multiple charts in a chart file
- Consolidating charts
- Using the Publisher
- Using the Scheduler
- Managing orphans with the Track Changes panel
- Using the Track Changes panel with multiple charts
- Preparing Track Changes data for a mail merge
- Comparing charts
- Advanced PAN Reports
Pre-Requisites
Please ensure the trainee has a firm understanding of the following:
- Importing Data
- Formatting box colors and fields
- Creating Profiles and Directories
- Refreshing your chart data
- Publishing your chart
Open Session
Closed Session
Open Session Training – (Approximately 2 hours) Open Session trainings refer to one trainer and multiple organizations in the session. Open session training is based on a pre-defined schedule.
Closed Session Training – (2.5 hours) Closed Session trainings refer to one trainer and only one organization in the training. Closed session trainings generally run longer to allow the customer an opportunity to practice the material learned in a demo environment guided by the trainer. Also, the customer will be provided with take-away exercises. Closed session and Custom training will be scheduled based on customer and trainer availability.
Custom Training
Customized training is available to customers who desire training on their own system, or would like a Trainer to assist them in building their charts. Please contact a Technical Sales Specialist at OrgPlusSales@insperity.com or call 1-877-451-9324. A Technical Sales Specialist will initiate the process in providing an appropriate time estimation and amount.
Cancellation Policy
Classes cancelled fourteen (14) calendar days or more prior to the first day of training are entitled to a full refund on any enrollment fees paid for that class. Classes cancelled between seven (7) and fourteen (14) calendar days prior to the first day of training are entitled to a 50% refund on any enrollment fees paid for that class. No refund of enrollment fees for cancellation or rescheduling a class less than seven (7) calendar days prior to the first day of training. A class is considered a “no show” and will end after an attendee has not arrived 15 minutes from the start time of a scheduled training class. There are no refunds for a “no show” and a full charge will be assessed to reschedule the class. A qualified replacement may be sent at no charge. Registrants who cannot attend may send a qualified replacement at no charge.
