Config | Creating Organisation Hierarchy Levels

Config | Creating Organisation Hierarchy Levels

Overview

The first step to create an Advanced Organisation Structure is to define the amount of levels that are present in the organisation hierarchy. The levels are created and defined on the Organisation Hierarchy Levels Screen.


Edition

This feature is available on Premier and Master.

Navigate > Configuration > Human Resources > Organisation Structure > Organisation Hierarchy Levels


Organisation Hierarchy

Example

In this example, levels were created for Company, Department and Cost Centre.



Field explanations



Customers on Lite edition as well as customers that have not enabled the setting for a more involved Hierarchy Structure will only be allowed to have a maximum of two Organisation Hierarchy Levels. For newly setup Companies, the system will automatically default two Organisation Hierarchy Levels on this screen and descriptions can be changed.


    • Related Articles

    • Config | Creating Organisation Hierarchy Units

      Overview Once the Organisation Hierarchy Levels have been defined, you can proceed to create the Organisation Hierarchy Units. An Organisation Hierarchy Unit is defined as a logical grouping within the company that will represent the hierarchical ...
    • How do I create an organisation level?

      The first step of configuring a company's organisation hierarchy is to define the number of levels required (eg. Company, Department and Cost Centre) on the Organisation Hierarchy Levels screen. Navigate > Configuration > Human Resources > ...
    • How do I delete an organisation unit that is linked to employees?

      Organisation units (i.e. departments and cost centres) cannot be deleted once it is linked to an employee. However, it is possible to make a department or cost centre inactive, preventing any future employee from being linked to it. Navigate > ...
    • How do I create an organisation unit?

      Once the levels have been defined, proceed to create the organisation units. An organisation unit refers to the logical grouping within the company that represents the tiered view once all the units have been created. The organisation units are ...
    • How to make an organisation unit inactive?

      To deactivate an organisation unit, select to edit the affected organisation unit and insert an inactive date in the "inactive from date:" field. Navigate > Configuration > Human Resources > Organisation Structure > Organisation Hierarchy Units