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Using HR Charter

This PowerPoint presentation explains how to record chart customizations in HR Charter using the recorder macro, enabling easy future repetition. Learn how to save time by recording your keystrokes for chart adjustments and customizations. This presentation also covers other features and tips for efficient chart production.

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Using HR Charter

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  1. Using HR Charter Speeding repetitive chart production using the recorder macro

  2. This is a PowerPoint presentation of about five minutes duration. It will explain how to record your chart customizations for easy future repetition. 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. Record your keystrokes! Users who customize their charts with box and form styles, headers and footers must repeat these adjustments each time the chart is generated. HR Charter features a keystroke macro recorder that can record and play back all these adjustments and customizations.

  4. Record your keystrokes! This time saver is especially useful to users who print relatively small charts on a regular and periodic basis… …or to users who regularly produce book charts for an entire organization. Playback of the macro reproduces the formatted chart in just three mouse clicks!

  5. Recording a Macro • Turn on the macro recorder. • Save it with a convenient file name. • Commence recording. • Adjust your chart as you wish. • Turn off the macro recorder. The following slides will simulate the process.

  6. Find your target… Start to build your chart as you do normally. …and define the number of levels

  7. Turn on the macro recorder… Name your macro appropriately… e.g., Ministry 123 Book Chart When your chart is first displayed on screen, pause and turn on the recorder before making any adjustments. Click the OK button to continue…

  8. All keystrokes are now being recorded… …stop recording when you’re done!

  9. Play back your recorded keystrokes… Click OK to play back recorded keystrokes…

  10. This is your reformatted organization chart… …in just three mouse clicks!

  11. 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!

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