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OrgChart Help Guide

Append Table

Audience:

Audience: Administrators

Overview

OrgChart allows Administrator Users to override and/or supplement the data flowing in from their HRIS Connector using the Append Table feature.

Append Tables provide an easy and user-friendly solution for maintaining your org charts. Admin can add, suppress, and modify employee records, add additional fields, and upload excel files to manage any non-HRIS data directly in-app.

Setting Up an Append Table

The Append Table is available in the Append Data section of the Chart Settings: Source panel. The following section provides step-by-step instructions for setting up an Append Table.

  1. Log in to OrgChart.

  2. Click on the Mode Switcher icon in the Top Toolbar, and then select the Setup option. The Setup panel is displayed.

    Setup_ChartSettings_Select.png

  3. Click on the Chart Settings tile. The Source panel is displayed.

  4. Click on the Plus_new.png icon (under the Append Data heading). The list of Append Data Sources is displayed.

    5_2_2_SelectAppend_Source.png

  5. Click on the Append Table icon, and then click Select.

    AppendTable_Selected.png

  6. Click on the Click here to create a table hyperlink. The Table Manager panel is displayed.

  7. Click on the green + Create Table icon (in the top right corner) to create an Append Table. You will be prompted to name the new table.

    5_2_1_Append_Table_Manager.png

  8. Enter a name for the Append Table in the Append Table Name text box, and then click Save.

  9. The Append Table Editor is displayed. The following options are available on the left side of the panel:

  10. Click on an icon to begin. A panel associated with the chosen action is displayed.

    5_2_1_AddSubBox.png

    Note

    Note: If you click on Edit, Move, or Suppress, you will be prompted to search for the employee record you'd like to modify. Once selected, a panel associated with the chosen action is displayed.

  11. Enter the desired values in each field. Optionally, use the 5_2_1_AppendTable_Dropdown.png (to the right of each field) to select field values from your source data.

    Note

    Note: Ensure that the following required fields are properly populated, so that the record appears on the chart:

    • Reports To

    • PersonID

    • Name

  12. When you are finished click Add, Change, Move, or Suppress to register your modifications.

    Note

    Optionally, mouse over an Append Table entry, and then click on the 5_2_1_Penci_bluel_noFill.png icon to edit it, or the 5_2_1_Trash_nofill.png icon to delete it.

  13. Click Exit when you are finished.

  14. Select your Append Table from the Append Table dropdown (under the Append Table heading).

  15. Click Save and Refresh.

Adding a New Field

Administrators can use the Append Table to add new fields to their data set directly in OrgChart. The following section provides instructions for adding a new field to your data.

  1. Open the Append table to which you would like to add the new field, and then click on the 5_3_1_Append_Table_Field_Editor.png icon in the top right corner.

    Append_Table_Add_New_Field.png

  2. Click on the green + Add Field button.

  3. Enter a name for the field in the highlighted textbox.

  4. Optionally, repeat steps 2 and 3 to add multiple fields.

    5_2_1_AddNewFields_ToTable.png

  5. Click on Save. The new fields are available to edit in each existing append entry, and in any future append entries for this table.

    5_2_1_NewField_Result.png

    Note

    Change the field type, or modify other field properties in the Chart Settings: Fields & Formulas panel.

    Important

    If you are adding an Auxiliary Supervisor ID field (as seen above), you still must configure the mapping in the Chart Settings: Mapping panel. Reference the Auxiliary Reporting article for more information.

Additional Append Table Options

The following options are available when accessing an Append Table from the Chart Settings: Source panel.

Append Table dropdown

Select an Append Table from the list of saved tables.

5_2_1_Pencil.png

Edit the Append Table selected from the Append Table dropdown.

5_2_1_gear.png

Click to open the Table Manager, and view a list of the saved Append Tables in your account.

The following options are available when using the Table Manager.

+Create Table

Add a new, untitled Append Table

5_2_1_Penci_bluel_noFill.png

Modify the selected Append Table

Rename_newicon.png

Rename the selected Append Table

5_2_1_Trash_nofill.png

Delete the selected Append Table

The following options are available when editing an Append Table with the Table Editor:

5_3_1_Append_Table_Field_Editor.png

Add new fields that don't exist in your current data.

5_2_UploadData_FileManager.png

Upload an Append Table.

Note

Admins can upload Append Tables from other accounts (i.e. upload an Append Table used in your production account to your Sandbox account), or upload Excel files and convert them into Append Table records, so that any non-HRIS data can be managed in-app. Reference the Managing Append Tables article for more information.

5_3_1_Download.png

Download an Append Table.