What’s New – OrgPlus RealTime

OrgPlus RealTime Professional keeps getting better.

Here are the latest features and updates.

Release 1 – October 19, 2023

  • Authentication:  The minimum password length that can be used for any new or changed passwords is now 8 characters.  Users with passwords shorter than 8 characters can continue to use that password, but the next time a change is made, the length will need to be 8 characters or more.  The Authentication Settings will no longer allow administrators to set up password character combinations less than 8 characters as well.

Release 1 – January 11, 2022

  • SignOn:  The Privacy Policy link was updated with a new Insperity version

Release 10 – December 16, 2021

  • Bug Fixes

Release 9 – December 9, 2021

  • Bug Fixes

Release 8 – December 2, 2021

  • Bug Fixes

Release 7 – November 18, 2021

  • For customers using portfolio integration, OrgPlus now uses the employee’s Preferred Name in the “Full Name” formula field, which is displayed in the org chart.  We want the employee’s interactions with their company organizational chart to match their personal interactions with their coworkers.  Note that customers who prefer to use an employee’s given name still have the ability to do so.  We also now display an employee’s identified gender in the org chart for those customers displaying gender as part of an employee directory or diversity view.  Again, this change was made to ensure looking at the organizational chart would correspond with an employee’s personal interactions with their coworkers.

Release 6 – October 5, 2021

  • Bug Fixes

Release 5 – June 10, 2021

  • Security Patches
  • Bug Fixes

Release 4 – May 6, 2021

  • Roles: We’ve updated Roles to allow users with limited field access to build views for others to use.  Previously, we excluded Views access from a Role when a Field Policy was in place.
    • An example scenario:  Executive Sarah needs her administrative assistant to build a new view that contains information that Xavier (her admin assistant) won’t have access to see in the workspace.  Xavier will build the view for Sarah, let her know it is available, and she will let him know if adjustments need to be made.
  • Bug Fixes

Release 3 – April 13, 2021

  • Bug Fixes

Release 2.1 – March 25, 2021

  • Feedback options have been updated to allow for users to easily add a compliment or suggestion for the application.

Release 2 – January 28, 2021

  • Bug Fixes

Release 1 – January 12, 2021

  • Bug Fixes

Release 9 – December 17, 2020

  • Bug Fixes

Release 8.1 – November 19, 2020

  • Bug Fixes

Release 8 – September 29, 2020

  • Sign On: We updated the sign on process to no longer display TRUSTe logos or seals.

Release 7 – August 20, 2020

  • Users:  We updated the application to always show a user’s first name and last name instead of the user login name. This should help reduce confusion when user login names aren’t readily understandable.
  • Users:  We updated the application to allow longer email address suffixes.  For example, a user can be added with at ‘.global’ email address.
  • Bug Fixes

Release 6 – July 9, 2020

  • Workforce Optimization clients that allow ALL of their employees to access an employee directory view can take advantage of a time-saving enhancement that automatically adds or removes access to the application for every employee as they are hired and terminated. With the Manage Users option enabled, administrators no longer have to upload a user file to manage users. Each employee will be given the employee directory role when hired. Administrators can access the application and upgrade the user’s role based on their subscription. Clients who want to exclude one or more employees from accessing the employee directory view will not be able to take advantage of this enhancement. To enable the Manage Users option, email the customer support team at orgplussupport@insperity.com or call 866-799-2374.
  • Bug Fixes.

Release 5 – May 7, 2020

  • Bug Fixes.

Release 4 – April 16, 2020

  • Employee Data Integration:  The integration process has been streamlined so unnecessary data is ignored.  This ensures customer views are kept updated and the Fields screen is not filled with excessive data.  This applies to Workforce Optimization clients only that have integration enabled.
  • Bug Fixes.

Release 3 – March 12, 2020

  • Bug Fixes

Release 2 – February 13, 2020

  • Roles – Removed some administrative features available to non-administrators. This ensures that a non-administrator cannot grant unwanted access to others in different organizations.
  • Search Panel – Added the ability for users to create their own list of filters! Running filters to isolate talent pools is very helpful. Now it’s going to be easier. Clicking the Filter icon in the Search Panel allows you to create a one time (ad hoc) filter using the ‘Custom’ option, or save a filter to re-use later using the ‘My Filter’ option.
  • Bug Fixes.

Release 1 – January 9, 2020

  • Bug Fixes

Release 18 – December 17, 2019

  • Fields: The formula field that returns details about an employee’s current manager (Lookup and Reference/Reports To) was enhanced to allow more options to be returned.  Instead of only returning data about the current manager, details can now be returned for up to 6 levels above the employee.  You can also start at the top of an employee’s chain of command and come down (from the CEO) up to 6 levels.
  • Bug Fixes

Release 17 – December 5, 2019

  • Workspace: A ‘Restore Chart to Default Settings’ button is available on the toolbar.  This button allows users to ‘reset’ their View so there are no branch styles, manual sub-chart breaks, or reordered boxes displayed.  This is useful when you accidentally move the wrong boxes or apply incorrect branch styles.
  • Bug Fixes

Release 16 – October 31, 2019

  • Workspace/Views: We added the ability to display employee photos on the left side of a box with employee data on the right side of the box. Access Administration -> Views -> Styles and choose the “Image on Left” option.
  • Workspace: Users can re-sort boxes directly in the chart! For example, if the view is sorting by last name, but users want to move a Senior Director to the left, they can accomplish that by dragging/dropping the box to the desired position.
  • Administration: The Administration page has been restyled to improve usability and to match Insperity Premier HCM.

Release 15 – September 17, 2019

  • Bug Fixes

Release 14 – September 5, 2019

  • Succession Planning: When sharing a Succession Plan with another user, the application now sends an email to that user notifying them of the shared plan.
  • Succession Panel: Added an Owner column and a “shared with” icon to the list view for Succession Plans so users can more readily see who has access to the Succession Plan.
  • Manage Plans: Added a “shared with” icon to the list View for Workforce Plans so users can more readily see who has access to the Workforce Plan.
  • Bug Fixes

Release 13 – August 20, 2019

  • Bug Fixes

Release 12 – August 6, 2019

  • Bug Fixes

Release 11 – July 18, 2019

  • Workspace: A new Chart Text Box is available in the workspace.  Click the Add Text Box icon in the Workspace Tool Bar and include information about the sub-chart displayed.  This is also available in Planning mode, so you can include details about why a transfer, termination, or addition occurs.
  • Workspace: The Primary Workspace area has been expanded to more effectively display boxes in the chart.  To make room for this, we moved the Organization Selector to a new menu icon at the top of the left navigation bar.  Click the icon to select the Organization you wish to view.  This change carries over to the Workforce Plans and Administration pages.
  • Bug Fixes

Release 10.1 – June 27, 2019

  • Bug fixes.

Release 10 – June 25, 2019

  • Bug fixes.

Release 9 – May 30, 2019

  • Views: The Border Highlights workflow was enhanced to aid users in adding and updating box highlights.
  • Bug fixes.

Release 8 – May 2, 2019

  • Workspace: Secondary Panel icons were moved into the workspace for greater discoverability and ease of use.
  • Employee Data Integration:  Users are now automatically removed when an employee is terminated. This applies to Workforce Optimization clients only that have integration enabled.
  • Bug fixes.

Release 7 – April 16, 2019

  • Planning:  Added the Track Changes Report icon into the workspace to improve usability and discoverability.
  • Notifications:  Added a notification to the OrgPlus Dashboard when Insperity’s Business Performance Solutions Privacy Policy is updated.
  • Bug Fixes

Release 6 – March 28, 2019

  • Additional support for Insperity Workforce Acceleration.
  • Infrastructure update.

Release 5 – March 21, 2019

  • Deployment to support Workforce Administration.

Release 4 – February 28, 2019

  • Bug fixes.

Release 3 – February 7, 2019

  • Notifications:  When Insperity’s Business Performance Solutions Privacy Policy is updated, all users will receive a Dashboard notification link they can click to view the new policy.
  • Bug fixes.

Release 2 – January 31, 2019

  • Bug fixes.

Release 1 – January 10, 2019

  • Workforce Planning: When proposing changes to your organization information is critical. We added the ability to add/edit notes for an employee directly in the plan. Click New Plan or open an existing plan, hover your cursor over the box for the desired employee, and then click the Employee Notes button. A rich text editor will be available to add/edit notes. Users can move the notes around the work space, compare notes for multiple employees, and export them to Excel.
  • Bug fixes.

Release 17 – December 4, 2018

  • Bug fixes.

Release 16 – November 15, 2018

  • Secondary Workspace:  The search panel will remain persistent until the user signs out of the application.  This improves usability by holding the search results when navigating between other parts of the application.
  • Bug fixes.

Release 15 – November 1, 2018

  • Bug fixes.

Release 14 – September 20, 2018

  • Bug fixes.