Using HR Charter

1. Using HR Charter Selecting and Applying Box Designs

2. This is a PowerPoint presentation of about five minutes duration. It will explain and illustrate the optional box designs available to you for your organization chart. You may exit the presentation at any time simply by closing the Window. Where this arrow appears, click on it to advance the slides.

3. When you first generate a chart, a default box design is applied. It displays the most basic of information and is suitable for a chart to be viewed by the general public.

4. There are many box designs from which to choose. It is not practical to print a hard copy chart displaying the larger boxes. These are intended for on screen use only.

5. To select a single box, right click on that box. The colour of the box will change from the default colour to white letters on a blue background. This indicates that the box has been selected. To select multiple boxes, hold down the <Ctrl> key while clicking the desired boxes with the left mouse button. Box designs may be applied to a single box, to multiple boxes, or to all boxes on the chart. To do so the user must first select the boxes, which will then be “painted” with the desired box design.

6. Click on All to proceed To select all boxes, first right click on any box. Keep the arrow positioned over the box. The right-click menu will pop up. Choose <Select>. A sub-menu will pop up to the right of the first. Choose <All> from that menu.

7. Click on Box Style. A list of optional boxdesigns will pop up. Make your selectionand click OK. This shows the chart with all boxes selected. To apply a box design, right click on any box to reveal the pop-up menu.

8. Default The default box is a “no frills” design. It contains no sensitive position or incumbent information. This design is suitable for charts that will be shared with other employers or with members of the public.

9. Pos Data & Incumbent(s) This design adds position number, classification title to the default box design. Where applicable, multiple current incumbents will be displayed.

10. Highlight Box This box is identical to the previous design. It features a coloured background so that the box on the printed chart can be highlighted.

11. Compensation This design adds the incumbent’s annual salary to the previous design. This salary figure does not include adjustments applied on the payline, such as temporary market adjustment or substitution pay.

12. Pos Data, Incumbents & Compensation This design displays both current and base incumbent, the latter appearing beneath the line drawn across the box.

13. Pos Data, Incumbents & Short Class This design features a more compact layout by displaying the classification short title and position location on the same line.

14. Incumbent Status The properties of the incumbent status are displayed in this box Because of its large size, this is not a design suitable for a printed chart. Instead, users should view it by right-clicking a single box.

15. Position Status As for the incumbent status box, this design is best used as a right-click quick reference.

16. Book Chart Box Designs There are two designs for use when printing the entire organization in the book chart format. They are identical to two of the standard designs, with the addition of an embedded page reference field. This makes for easy navigation of the printed book chart.

17. Summary: There is a selection of designs from which to choose. Test them one at a time on a single box, then choose your favourites!

18. View more slideshows… • Setting up for access to HR Charter • Creating and printing your first chart • Selecting and applying box designs • Printing the charts for an entire organization using Book Chart • Shaping the chart using form style • Speeding repetitive chart printing using the recording macro • Inserting a chart into an MS Word document or PowerPoint presentation • Inserting a chart into an email message To exit, simply close this window!