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Explore practical guides, expert insights, and resources for organizational design, workforce planning, and people analytics.

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Documentation & Reference

OrgMetrix Application Knowledge Hub

Official documentation and configuration guides for OrgMetrix tools: formula engine syntax, condition rule groups, Master Page PowerPoint exports, and salary masking security.
integrations_hub orgmetrics integrations

App Documentation

Official Module Reference & User Guides

Detailed walkthroughs for configuring OrgMetrix domain modules and administration tools.

Fields & Formulas Syntax Reference

Domain Admin • Formulas

Master the built-in formula engine: build custom calculated fields using IF, AND, OR logic, create composite __merged__ labels, evaluate pay grades, and compute direct report rollups.

View Rules & Branch Styling Guide

Domain Admin • View Manager

Learn how to configure multi-condition rule groups (AND/OR logic), apply automated department color codes, configure side-rail assistant branch styles, and customize card box geometry.

Master Page & Boardroom PPTX Export

Domain Admin • Master Page

Setup custom corporate logo overlays, dynamic title blocks, confidentiality watermarks, color legends, and 1-click native PowerPoint (.pptx) multi-slide departmental partitioning.

Role Rules & Field Salary Masking

Security • Role Rules

Configure zero-trust field visibility matrices: toggle Salary Masking (***), bonus hiding, regional branch access filters, IP whitelisting, and Okta SAML 2.0 Single Sign-On (SSO).

Scenario Planning & Holding Dock Modeler

Planning Sandbox

Step-by-step guide on creating confidential reorg sandboxes, dragging unassigned personnel into the staging dock, tracking real-time headcount & budget deltas, and managing plan approvals.

ConnectSQL Oracle Query Studio Guide

ConnectSQL Studio

Guide to writing custom SQL queries on Oracle Fusion tables (hr_all_positions_f, per_all_people_f), saving reusable extracts in Query Library, and configuring automated cron schedulers.

Get In Touch With Us

    Join 2,000+ Organizations Saving Time with OrgMetrix

    Book a personalized 15-minute walkthrough to see your org structure in action.

    Schedule a Demo

    Schedule a 15-minute live demonstration or ask questions about connecting your organization's data sources.

    Starter Plan

    Essential automated org charting with spreadsheet imports and vector presentation exports.

    Professional Plan

    Advanced workforce visibility, confidential salary masking, and direct cloud HR integrations.

    Enterprise Plan

    Full scenario planning sandboxes, multi-domain portals, and dedicated enterprise SLA support.