Classic | Creating Organisation Hierarchy Levels
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.
Please note: Click on any image in the article to enlarge.
NextGen or Classic
The Classic version is the name given to the previous look and feel of the system. Important to note, both NextGen and Classic point to the same database. No data migration is therefore applicable.
This article covers Creating Organisation Hierarchy Levels for the
Classic version of the system.
An Example of the Classic Landing Page
The article that explains the same for the new and improved
NextGen version, is coming soon.
An Example of the NextGen Landing Page
This feature is available on Premier and Master.
Option 1: Company Menu>Organisation Structure>Organisation Hierarchy Levels
Option 2: Company Screen>I want to…>Setup hierarchy
In this example, levels were created for Company, Department and Cost Centre.
You may also be interested in
Classic | Creating Organisation Hierarchy Units
About 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 view ...
Classic | Overview of an Advanced Organisation Structure
About The system provides for two types of Organisation Structures. When a company is registered, the system will default to the Basic Organisation Structure which consists of one organisation hierarchy level i.e. Company. Activating the Advanced ...
Classic | The Employee Position Screen
About The Employee Position Screen stores information pertaining to the employee’s position. This includes the employee’s organisation unit, the person they report to directly and occupational level, to name a few. A full history is available on the ...
Classic | Creating a Position
About The Position Management Screen stores the details of all available positions in the company. Once the positions have been created by you, the employees are linked on the Employee Position Screen. Please note: Click on any image in the article ...
Classic | Set-up of Grades
About When using the Advanced Organisation Structure, Grades becomes a compulsory requirement of a position on the Position Management Screen. If necessary, you can overwrite an employee’s grade on the Employee Position Screen. Grades can be applied ...