The Winter 2013 Release contains a number of new features and user interface enhancements.

1. Audit Report for Data Refresh

   It is now possible to have a copy of the Domain Refresh log sent to specified users via email when a Data Refresh runs. The log can be sent for all refreshes or only when there is a problem that needs to be addressed.

   

2. Separate drop-downs for Table of Contents and Index

   When publishing to PDF or PowerPoint, some customers have requested the ability to use a different field in the Table of Contents than for the Index. Previously we had one drop-down for both fields. We now have a separate field for each, so your published output can show (for Example) department name in the ToC but employee names in the Index.

   

3. User Interface for Branding

   HCS has always had the ability to update the header colors and logo to match a customer’s branding needs, but the configuration had to be done by our CloudOps team. We’ve now made those controls forward-facing in the Administration section, so a customer or ProServ can do it without CloudOps intervention.

   

4. Simplified 9-Box Administration

   We’ve simplified the way the HCS 9-Box is configured so that you only have to specify two values instead of six. This also addresses confusion about what it meant when the first box was set from 1-3 and the second box was set from 3-5. Which box should a value of 3 been shown in? Now you don’t have to guess.

   

5. Archive Changes Extract

   It is now possible to generate a report in Excel that summarizes the changes between two Archives. This is in addition to the comparison reporting capabilities that already exist in our Archive/Compare module.

   

6. Auto-populate blank Person ID fields when using Position hierarchy

   In a previous release we added the ability to automatically populate blank Person ID fields when using a Supervisor hierarchy and to populate blank Position ID fields in a Position hierarchy. This helps ensure that the data refresh is more forgiving when customer data is not in the right format. To expand on that, we are now populating Person fields regardless of hierarchy. Auto-populated IDs will have an HCS prefix to make it clear they were assigned by the system.

7. Allow a space to be chosen as a delimiter

   To accommodate EMEA customers, a <space> can now be chosen in addition to commas and periods. Number formats like 10 000 000 are now possible.

8. Don’t require re-login after password change

   To streamline the change password process, you are no longer taken back to the sign-in page after changing your password. This is especially useful for improving the first time login experience for trial customers.

9. Ability to permanently delete items in Trash.

   It is now possible to permanently delete Domains and Views that have been moved to the Trash (i.e., deleted on the Domain and View Explorer screens). This is useful because object name uniqueness was still enforced when an object was in the Trash, so now it is possible to permanently delete items that were causing conflicts. Right-click on an item in the trash to select the option to delete it.

The Fall 2012 Release contains a number of new features and user interface enhancements.

1. Multi-Record Boxes

   The multi-record boxes solution allows HumanConcepts Suite customers to visualize multiple people within a single box in an organizational chart. You could visualize multiple people who hold the same position and belong to the same division, for example.

   There are two primary use cases for multi-record boxes:

   • A large group of individuals occupies similar positions, and a visualization isn't required for each individual. For example, suppose that 30 call center representatives report to a single manager. In this case, it might make sense to include all 30 individuals in one box rather than display 30 boxes.
   • Two or more individuals are responsible for a single position. For example, if two individuals are equally responsible for the Chief Operating Officer position, you may want to show both individuals in a single box as co-managers.
   

   Multi-record boxes can be created based on a matching field or based on a condition. For example, an administrator could configure the application to combine records where at least five peers have the same job title or wherever peers have the job title "Call Center Representative."

   Multi-record boxes can display:

   • Field values common to all records, such as Job Title or Division
   • Field values unique to all combined records, such as Full Name or Email
   • Any combination of common and unique field values

   Multi-record boxes display fields with unique data as an itemized list. A scroll bar enables you to view any items that exceed the maximum threshold defined by administrators.

   Administrators specify the criteria for multi-record boxes, which are fully configurable just like any other box.

   You can interact with multi-record boxes as follows:

   • You can view common profile information by selecting two or more records in the box.
     
   • You can move the box itself when you edit plans.
   • You can assign the same succession plan to all people records in the box. If succession plans are already associated to individual records, then the resulting succession plan contains a concatenation of all successors from all of the individual plans.
   • You can drag an individual record from the combined box into the succession plan of any other box in the organization chart. You can alternatively drag the entire combined box into the succession plan of any other box to add all of the individual records to the succession plan.
   • A new Combined box type allows administrators to specify the color of the box, which fields are contained in the box, how those fields are styled, and the condition that defines when the box type should be applied.
   
    

2. Multilingual String Support in the Data Source

   HumanConcepts Suite can create charts or directories from data stored in a variety of file formats, databases, and directories. A data source can now contain multi-lingual strings for data fields. This feature enables you to map language-specific strings to fields such as department names or job titles.

   The following languages are supported:

   • English (EN)
   • Russian (RU)
   • German (DE)
   • Italian (IT)
   • Spanish (ES)
   • French (FR)
   • Turkish (TR)
   • Portuguese (PT)
   • Japanese (JA)
   • Chinese (Simplified (zh-CN)

   When a field includes multi-lingual strings, then filters, smart lists, and output sorting are based on the logged-in user's language. The string must exist in the user's language. Otherwise, the application uses the string associated to the default language. This rule applies to editing field-values in Plan & Model as well. Strings are edited in the user's local language.

   The multi-lingual strings feature is an Add-On module (like Plan & Model) that must be enabled for a customer. The multi-lingual values can be uploaded from a standard data source file with each locale identified.

   For example:

   {EN:Marketing & Sales}{RU:Маркетинг и продажи}{DE:Marketing & Sales}{IT:Marketing & Sales}{ES:Marketing y Ventas}{FR:Marketing & Sales}{TR:Pazarlama ve Satış}{PT:Marketing & Vendas}{JA:マーケティング＆セールス}{ZH:市场营销与销售}

   
    

3. Streamlining of Box Types in New Views

   When administrators create a new view, the application now creates the Default box type only. Previously, the application created a set of default box types, such as CEO, Executive, Sales Manager, and others. Reducing the number of available box types streamlines the view creation process.

   
    

4. Options Dialog Box Always Displayed When Creating Plans or Reports

   The application previously created a new plan based on the default options when you clicked the New Plan button. These new plans sometimes fell outside of the expected scope. The application only displayed the New Plan dialogue box when you clicked the arrow beside the New Plan button.

   The arrow is eliminated in the new release. The application displays the New Plan dialog box when you click the New Plan button.

   The New Report button shares these enhancements.

5. Maximum Size of Text Fields Increased

   The maximum character limit of all text fields is increased to 2000 in the new release. This improvement includes custom fields and all system fields with a data type of TEXT. The maximum character length for some system TEXT fields as previously 50 characters.

6. Default Focus Change in Dialog Box for New Plans and Reports

   The New Plan dialog box selects the Displayed Top Box + [All] Levels option in the Plan Focus list by default.

   

   The dialog box previously selected the My Branch option by default, but usability studies showed that Displayed Top Box + [All] Levels was the more commonly desired option.

   The New Report dialog box shares this change.

7. Plan Formula Recalculation

   The New Plan dialog box now displays an option to recalculate formulas. This option automatically calculates any formulas in the plan fields when the plan is created.

   This option is available thanks to performance enhancements in this and previous releases of HumanConcepts Suite that make formula re-calculation much faster.

   

8. My Account Page Displays Security Roles

   The My Account page now displays the security roles assigned to any logged-in user.

   The ability to see a user's role is especially useful when validating role assignment with role assignment rules and single-sign on.

   

9. My Account Page Displays Language Options

   Users can now select their preferred language from a drop-down menu on the My Account page. HumanConcepts Suite displays text in the selected language choice.

   The ability to change languages from within HumanConcepts Suite is especially useful for clients using single-sign on, which bypasses the language selector on the login screen, and for administrators who enter translated text strings for labels or field values. Edited text strings are associated to the user's selected language.

   

10. New System List: Current Branch

    HumanConcepts Suite provides several predefined, or system lists, for viewing certain chart data. These lists are shown in the List Panel area when you open the Chart Tools panel.

    A new system list called Current Branch refreshes the chart based on a box selection. The chart displays the hierarchy of the branch from the selected node to the bottoms of the tree.

    This new list can be used in conjunction with reports, allowing users to take advantage of report and chart interactivity by clicking on various branches of the chart and seeing the list and report refresh accordingly.

    

11. Reports Improvements

    The Reports module was introduced in the Summer release. With this release, a number of minor improvements have been added:

    • Right-click on the gray Totals bar at the bottom of the report panel, and click the Customize item. The application now displays all available fields in the list, not just the column fields in the report. You can insert totals information for any applicable fields based on the records retrieved in the report to create totals summaries for your report.
      
    • You can sort, or group, columns in a report. A report can include multiple column groups. If you enable fields as Summary fields in a single group, then the application previously enabled the fields for all groups. In the new release, the application enables the fields for the selected group only.
      
    • The report title bar previously displayed the report name prefixed with the word "Report: ." The prefix is removed in the new release.
      
    • Group summary rows no longer display field labels. The group panel displays the field labels. Repeating the labels in each group row was superfluous.
      

12. Performance Improvements

    This release includes performance enhancements in the Plan & Model module.

    • The loading of the New Plan option dialogue is greatly reduced in cases where there are many users. The application loads users for the Owner, Shared, and Delegates drop-down menu on an on-demand basis.
    • Plan creation time is increased to facilitate the creation of large plans that include 200,000 or more records.

13. Administration Improvements

    The following improvements make it easier to create domains and views, or otherwise speed configuration for administrators.

    Formula Validation

    The application now validates formulas for self-referential or circular dependency. This validation prevents the creation of formulas where Formula A depends on the calculation of Formula B and vice versa. When the validation fails, the application displays a clear error message. The application previously displayed NULL values or errors for these formulas.

    HumanConcepts Suite also prevents the creation of formulas that use the "Current User's" condition, such as a calculation depending on a box's Department value matching the current user's department. These formulas were not supported, and the condition was therefore ignored. Eliminating this option from the formula creation prevents confusion. The "Current User's" condition is still available in other areas of the application, such as Security, Smart Lists, and Conditional Formats.

14. Integration

    There is a new parameter to control the Succession Planning module behavior when HumanConcepts Suite is integrated into a frame in another application or web site. The parameter allows you to display Succession Planning in view-only or edit mode, hide the display mode drop-down menu, or remove Succession Planning functionality altogether through the widget. Improvements were also made to the visual look of the application in an iFrame.

    This release also includes improvements to single-sign on. The Administration area now includes the ability to set the parameters for federated single sign-on, including SAML and WS-Federation, allowing customers or Professional Services to configure these settings without Cloud Ops involvement.

    A sign-on log has been added to help troubleshoot configuration issues.

    Generic Adaptor single sign-on now supports the auto-creation of users with successful authentication. This ability was previously available only with SAML. Generic Adaptor users had to be created manually in advance.

15. Known Issues

    • Multiple record boxes support up to a maximum of 650 records.
    • For multi-lingual strings, the data source file must be in Unicode format and not ASCII in order to support accented and other non-English characters such as àéûâüä.

HC Suite Summer '12 Release contains a number of powerful new capabilities and enhancements to
improve insight and productivity.

1. Archive Module for HumanConcepts Suite

   Archive is now available as an add-on module for new and existing HumanConcepts Suite customers. With Archive, customers can now retain historical chart information and compare charts from two points in time in order to track metrics, support regulatory reporting and analyze workforce trends.

   With the Archive module:

   • Easily access “point-in-time” org charts to assist with regulatory, legal and compliance issues
   • Use historical org charts to help satisfy SOX compliance “chain of responsibility” requirements
   • Identify workforce trends and analyze metrics and KPIs over time (e.g. tenure, headcount, performance and compensation)
   • Verify that budgets and headcounts are trending in line with workforce plans

   Key Features include:

   • Create automatic snapshots on a weekly, monthly, or quarterly basis. Or manually create an archive at a moment in time.
   • Timeline slider for effortless access to “point-in-time” information
   • Automatic archiving on a daily, weekly or monthly basis
   • Split screen mode to view any two time periods side by side
   • Comparison reports for identifying and analyzing workforce changes over time (e.g. diversity, gender and age)
   • Change logs of the Adds, Moves, Modifications, and Deletions to see a summary of organizational changes
   • Ability to add or backfill historical data for comparison purposes
   • Security restrictions to allow users to only see information they are authorized to access
   
   
   

   Figure 1: Timeline slider provides effortless access to point-in-time information

   
   
   
   

   Figure 2: See an organization at two different points in time using split-screen viewing.

   
   
   

   Figure 3: View summary information on org changes or individual details

   
    

2. Reporting

   HumanConcepts Suite now allows end users to perform organizational analysis by creating tabular reports. Fully integrated into the org chart environment, the reports can focus on one branch or the entire chart, and can be created on the fly or saved and shared. Summary fields and formula capabilities allow users to quickly create multidimensional reports such as Total Budget by Department, Headcount by Location, or Average Salary by Salary Grade.

   With new tabular reports:

   • Dynamically create and run reports (no administrator required) based on the entire chart or limited to a specific group.
   • With chart/report interactivity, generate a report reflecting the current chart branch
   • Group results using one or more fields (for example, by location and then department)
   • Filter reports by criteria and/or hierarchy (e.g. salary range, contractors)
   • Include user-defined formulas
   • Dynamically change reports by adding or deleting fields or columns
   • Easily drill down into details
   • Save, share and categorize reports
   • Export reports to Excel
   
   
   

   Figure 4: Tabular reports provide detailed drill down and analysis

   
   
   

   Figure 5: Tabular reports provide detailed drill down and analysis

   
    

3. Improved Succession Plan Reporting

   Users can now create a one-page PDF report containing incumbent and successor details for any succession plan.

   

   Figure 6: Succession Plans can now be more easily communicated using .PDF reports

   
    

4. User Interface Enhancements

   a. Improved Box Layout

   The number of columns available in a box has been increased from two to four allowing you to pack more fields, metrics and measures into a single chart box. Optionally, columns can be separated by grid lines to improve readability.

   

   Figure 7: Multi-column boxes and grid lines increase layout options and readability

   
   
   

   b. Large Span of Control

   HumanConcepts Suite now has a 'Large Span of Control' branch style that provides a more compact way to chart managers with more than 16 direct reports.

   

   Figure 8: New Large Span of Control layout improves chart usability

   
   
   

   c. Docked or Floating Panels

   The user can now set panels (for example, profile or 9-box) to be docked (fixed in place) or panels can float over the org chart.

   

   Figure 9: Panels can float or be docked to optimize use of space

   
   
   

   d. Interacting with Lists

   New selection options in Lists allow users to more easily populate Chart Tool Panels such as the 9-box or Compare Profiles. Selection options include clicking on row instead of only in the check box, using SHIFT to select a range of rows and CTRL+ A to select the entire visible list. A new Profile icon in the list opens the Profile for the selected record. If the Profile panel is minimized, it is expanded and brought to the front of any other floating panels.

   e. Active Panel

   If several floating panels are present, only the top selected one is active. The active panel uses a special font, background color, and shadowing to indicate that it has focus. You can click on any of the other panels to make them the top panel.

   f. Chart Tools Panel Flexibility

   The Chart Tools can easily be resized within the Chart Tools Panel allowing users to expand or shrink each Chart Tool as necessary, making room to view a number of tools simultaneously.

   g. Keyboard Shortcuts in Menus, Additional Icons

   Keyboard shortcuts are now available in all of the pull-down menus so that users can optionally access commonly used features without having to navigate menus. The Print/Share menu now has icons so users can readily distinguish between different actions, such as printing and exporting to Excel.

5. Improved Security

   The ‘Myself’ range restriction has been broken into ‘Myself only’ and ‘Myself and Subordinates’ allowing for finer control over access to performance and compensation data.

6. Performance Improvements

   Many performance improvements have been made to HumanConcepts Suite including:

   • The Plan & Model module has been given a major speed boost and can now handle up to 200,000 records in a single plan.
   • Org chart rendering (including rendering of succession plans) has been optimized and is significantly faster.

7. Administration Improvements

   The administration interface has been enhanced based on customer feedback. Some key features include:

   • A ‘recycle bin’ allows you to restore deleted domains, views and profiles
   • Views can be added to all roles using a single click (as opposed to having to edit each role)
   • Fields in Box Editor are set to align right in order to save set-up time

8. More Robust Data Import

   If records are missing Person or Position IDs, HumanConcepts Suite now automatically generates IDs and assigns them to rows during data refresh. This allows customers to load data with missing IDs. For example, you can now import a file containing contract employees (that do not have IDs but do have a supervisor). To make the HumanConcepts Suite-assigned IDs easily distinguishable from client values, the prefix HCS# is used, where # is a number.

9. Improved Portal Integration

   Administrators now have the option to show or hide the header navigation bar and the footer element. This allows for seamless integration into a frame in another application or web site.

   

   Figure 10: HumanConcepts Suite can now blend seamlessly in corporate portals

   
    

10. Other Minor Enhancements

    Hyphens are now supported in user names

HC Suite Spring '12 Release 2 contains a number of new features and user interface enhancements.

1. Silverlight 5 Upgrade

   Starting with Spring Release 2, HumanConcepts Suite requires Silverlight 5. HumanConcepts Suite users can upgrade to Silverlight 5 at any time before this as well. Starting around the end of May, a message will appear for users with older versions of Silverlight giving them the opportunity to upgrade.

2. Support for 200,000 Records

   HumanConcepts Suite now works with 200,000 records for Visualization. For large organizations, this means that you can load your entire employee population into a single domain. To support the performance demands of a large data set, we have made improvements to our formula engine. All customers, even those with less than 200,000 records, should see improvements in formula calculation time during the data refresh and in plans. Plan & Model still supports only up to 50,000 records.

3. SAML Enhancements

   HumanConcepts Suite now supports the SAML subset of Web Browser SSO Profile, as defined by sections 5.1.2 and 5.1.4 of the SAML technical specification. See http://docs.oasis-open.org/security/saml/Post2.0/sstc-saml-tech-overview-2.0.pdf for more information.

4. Field Level Security for Plan & Model

   With Spring Release 2, when a user creates a new plan, the system removes all fields to which that user does not have access. This means that even if boxes are subsequently added to an area that a user has full rights for, they will not see sensitive fields like Salary or Performance Scores for individuals that are normally outside of their branch. The ability to hide these sensitive fields means that Plan & Model can now be used by a much larger group of users. For example, It can be used by line managers to create project teams, like a Release Team or a Disaster Recovery Team. It can even be used to organize a company softball league. The following figure shows a Disaster Recovery Team in Plan & Model:

   

5. User Interface Enhancement: Floating Panels Persist When Chart Tools Panel Minimized

   If you minimize the Chart Tools Panel, other panels (such as the 9-box performance panel or mini-profile comparison panel) are not minimized. You can continue to work in these panels without interruption. For example, the next two figures show the Chart Tools Panel maximized with the 9-box performance panel, and then the Chart Tools Panel minimized and the 9-box performance panel still open.

   
    

6. User Interface Enhancement: Validate Data Source Opens Log After Completion

   After you validate a data source, the log is automatically opened so that you can quickly view the results. To access the data validation tool, click on the Check Source icon under Administration > Data Management > Domains.

   

HC Suite Spring '12 Release 1 is the fifth major release of the HumanConcepts' Organizational Planning Suite. It contains a number of new features and enhancements.

1. Multi-Column Box

   Box layouts can now contain multiple columns. This allows for better use of vertical space within org charts.

   
    

2. Improved SAML 2.0 Support

   HC Suite SAML 2.0 implementation is now compatible with more customer use cases.

   
    

3. Login Widget

   The HC Suite Login Widget allows customers to create a custom login page. For example, a specific corporate logo or an ‘acceptable usage’ message can be incorporated into a login page. upgrade preparation

   
    

4. Improved Localization

   HC Suite now supports 10 languages: English, French, German, Spanish, Italian, Portuguese (Brazilian), Russian, Turkish, Japanese and Chinese (simplified).

   
    

5. Data Validation Tool

   A new data validation tool has been incorporated into the administration interface. This tool speeds the data adoption process by enabling administrators to quickly detect and fix data related issues.

   
    

6. Other Minor Enhancements

   Enhancements include:

   • HC Suite now checks to make sure user has the latest version of Silverlight and prompts user to upgrade if they do not.
   • A default field policy is automatically created for new roles (this saves time when creating role).
   • Performance improvements with respect to dragging items into a simple list or the 9-box panel
   • Minor UI enhancements including improved comparison and 9-box panels
   • Minor UI enhancements to role setup (in the administration interface)
   • Minor publish to PDF and PPT enhancements
   • Improved progress bars
   
    

1. SAML Single Sign On

   With this release, support for the SAML single-sign on protocol is out of Beta and into the Early Adopter phase. With SAML support, the following additional single-sign on related features will be included:

   • Automatic account creation. When logging in via SAML (only; this is not available with the Generic Adaptor) a user account will be created automatically so that user accounts do not have to be created in advance when using SSO.
   • Anonymous mode for shared accounts. This allows a single guest account to be used for multiple users.
   • URL Parameters. When linking to HCS using SSO, it is not possible to specify the view configuration that the user should see, including which domain and view is selected, which panels are open, etc.

2. Plan & Model Improvements

   A limited version of field level security has been implemented for Plans. In previous releases, if a user had the rights to edit a box, s/he could see and edit all fields in the box. Now the Plans will respect the field level security established for Visualization. This allows a much greater degree of security for Plan users, increasing the audience that can access plans beyond Admin, HR, and top-level managers to any employee.

   Note: this release improves on the security model for Plans but there is still an important limitation. See the Constraints section for more details. Along with field level security, the following additional security related Planning features have been introduced:

   • Ability to copy a box that a user can see but does not have edit rights to. When copying a read-only box, any fields that the user does not have the rights to see will be nulled out, but the user will have the ability to enter new values once the copied box is pasted.
   • Ability to delegate a plan to another user. The Plan Owner will have the ability to allow another user to see the Plan using the Owner's security policies. This will allow for greater collaboration in cases where the Owner wishes to share sensitive information that the other user would not normally have access to. (It is still possible to share plans normally without granting the extra permissions.)

3. Improved Chart Editing

   • Drag a box without subordinates
   • Delete an entire branch

4. UI Improvements

   • Succession Planning, 9Box, Profile, and List clean-up
   • Increased flexibility for localization

5. Localization

   • German, French, Spanish and Italian localization for:
   • Succession Planning
   • Next moves
   • 9Box,
   • List
   • Compare Tool

Succession Planning

The Succession solution has been completely redesigned to provide an integrated, streamlined user experience.  Key features include:

SAML Single-Sign On (Beta only)

With this release we will have preliminary support for the SAML protocol for single-sign on.  It will only be available as Beta for this release.  With SAML support, the following additional single-sign on related features will be included:

• SAML SSO Beta
• Intuitive Drag & drop planning - Create and edit succession plans, identify candidates, set successor readiness, and reorder successors.
• Full Access Control - Control which plans users can view and which plans users can edit
• Collaborative planning - Create, edit  and share succession plan scenarios without impacting the system of record
• Data Driven Candidate Pools - Define criteria for inclusion in a candidate pools (e.g. High Performers with 3+ years of tenure)
• User Defined Candidate Pools -  Manually create candidate pools based on peer or manager feedback (e.g. 'Future Stars')
• Publish Succession Plans - Print or output to PDF or PowerPoint
• Export  Succession Plans - Output to Excel
• Reference and edit Succession Plans during Organizational Planning Exercise - reorgs, merges, acquisitions, RIFs or for strategic planning
• Show/hide succession plans- Show or hide succession plans in org charts as needed.  Succession plans are available with any View.
• Approval Workflow - HR and department heads can collaborate using a simple workflow.
• Integrated 9 Box Grid
  • The 9 box grid provides a simple, intuitive way to visualize and assess the performance and potential of one or more employees.
• Automatic account creation.  When logging in via SAML (only; this is not available with the Generic Adaptor) a user account will be created automatically so that user accounts do not have to be created in advance when using SSO.
• Anonymous mode for shared accounts.  This allows a single guest account to be used for multiple users.
• URL Parameters.  When linking to HCS using SSO, it is not possible to specify the view configuration that the user should see, including which domain and view is selected, which panels are open, etc.
• Updated User Interface: improves the user experience.
• External search: allows users to utilize HumanConcepts Suite's powerful search feature without logging in to the main product.
• Portal and Chart Integration, allowing external applications, such as Taleo Business Edition, to call on features of HumanConcepts Suite.
• Closed Parity Gaps to increase migration potential from OrgPlus Enterprise to HumanConcepts Suite
• Simplify searching
• Increase the focus on the chart area
• Improve the information architecture and reduce toolbar clutter
• Universal search
  • Consolidated Quick search and advanced search functionality to reduce confusion and improve user experience
  • Will always display search results in the bottom panel.
  • Lists - provides a grid view that allows users to easily filter search results, save searches, and easily compare individuals
• Redesign of the Baseball cards to improve discoverability and reduce clutter, making it easier to skim information
• Improved Zoom widget
• Toolbar consolidation - moving less common actions to menu, moving appropriate items to chart boxes, and reducing the number of toolbars and buttons
• And more, including: Extend Max Size for OrgPlus Text Fields, Allow fields to be mapped to a formula, Performance improvements related to Data Refresh, Plan editing, and Formula Recalculations, Reduced need to refresh Chart when editing a Plan, and Addressed issue with Plans sessions that were not being closed on user timeout.

The user interface has been optimized based on user feedback. Enhancements include:

• More intuitive split screen controls
• Improved zoom controls
• Simplified toolbars
• Automatic scaling of org charts as windows are resized

Optimized Data Load

• Loading data is now over 10 times faster than in the previous release.

Breadcrumbs

• New breadcrumbs control simplifies navigation up and down the hierarchy. Click on any link in the breadcrumb to navigate to the associated chart. Jim Stein > Martin Smith > Jane Doe > Jennifer Lewis

User Defined Lists

• Just like iTunes, you can manually create your own lists (e.g. Blockers, Climbers, Flight Risks, etc.) and then use while planning.

Smart Lists

• Also like iTunes, you can create your own smart lists (based on one or more criteria). HC Suite automatically updates smart lists based on changes to underling employee data.

Company Logo in Published and Printed Output

• Include your company logo in PDF and printed output.

Automated User Management

• HC Suite can now load user accounts based on a scheduled data feed (for example, from Active Directory). This greatly reduces the amount administrator time required to manage user accounts.

Improved Box Layout

• HC Suite gives you more control over your chart presentation by allowing you to specify fixed widths for chart boxes.

More Flexible Data Import

• Pre-defined fields can now be based off of formulas. For example, if you don't have a 'Full Name' field in your data you can create it by concatenating 'First Name' and Last Name.

Plan and Model Enhancements

• Functionality such as formula recalculation, saving a plan and creation of a new plan are now up to 10 times faster than in the previous release.