Blog & News: Tutorials


How to create organizational chart in Microsoft Visio

From time to time our customers need to generate the current organizational charts in MS Visio. MS Visio format is good for presentations, to model possible changes in the organizational structure, etc. Though Lanteria HR is not integrated with the MS Visio, still you can easily “build” your organizational chart in Visio using the data in Lanteria HR Organizational Units list.

To do this, first of all you need to export data from the Organizational Units list to MS Excel. Please open the list (Core HR – Org Units – Organizational Units):

Then, click Export to Excel:

... [Continue reading...]


How to create views for SharePoint lists

You know that the Lanteria HR is using SharePoint lists that contain most of the data. I would like to share a simple tool that you can use to create your own views for various data available in the system.

Such views are widely used for reporting (Export to Excel option), and working with the data.
To be able to create the views you need to have the HR Admin role which has permissions to make changes to the lists. To check if you have such permissions you need to open any list, for example Job Roles list, and see if you have Create View and Modify View buttons activated:... [Continue reading...]


HOW TO: Create a new field in the Employees list

Very often Lanteria technical team gets requests to create new fields to be displayed on the Employee Card. You can easily do this yourself using the standard SharePoint functionality.

 

Types of fields

You can create customized fields to the Employees list with the following field properties:
 

 

Field Property

Description

Single line of text

 

Allows to add up to 255 characters

Multiple lines of text

Allows to add larger texts to the field; you can choose an option to add plain or rich... [Continue reading...]