Once the Organization Hierarchy Levels are defined, you can proceed with creating the Organization Hierarchy Units. An Organization Hierarchy Unit is a logical grouping within the company that will represent the hierarchical structure once all the units are created. For example, the employee is allocated to the Billing Cost Center in the Finance Department of the company. After the relevant organizational hierarchy units are added, you can link the fields on the Employee Position screen.
Configuration | Creating Organizational Hierarchy Levels
This feature is available in Premier and Master editions.
Navigate > Configure > Human Resources Hierarchy Units > Organization
Adding Organizational Hierarchy Units
In this example, levels for Company, Department, and Cost Center have been created on the Organization Hierarchy Level Screen. Units can now be added and allocated to these organizational hierarchy levels.
The following company configuration needs to be activated to use the Advanced Organizational Structure feature:
Navigate > Configuration > Basic Settings > Company Settings > Company Information > General
Once all the Organization Hierarchy Units have been added, the hierarchical view of the organizational units will be reflected on the screen.