Creating Organisation Hierarchy Units

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 once all the units have been created. For example, the employee is allocated to the Billing Cost Centre in the Finance Department within the Company. Once the relevant Organisation Hierarchy Units are added, you will be able to link the fields on the Employee Position Screen.

Edition

This feature is available on Premier and Master.
Navigate > Config > Human Resources > Organisation Hierarchy Units

Adding Organisation Hierarchy Units

In this example, levels were created for Company, Department and Cost Centre on the Organisation Hierarchy Level Screen. Units can now be added and allocated to these Organisational Hierarchy Levels.

How to add a first level unit/ Company unit.
1. Add the Unit description.
2. Select the Unit level as Company and Save your changes.

Example of a first level unit.


How to add a first second level unit/ Department unit.
1. Add the Unit description
2. Select the Unit level as Department.
3. Add the parent unit as the first level unit/ Company Unit and save all changes.

Example of a second level unit.


How to add a third level unit/ Cost Centre unit.
1. Add the Unit description
2. Select the Unit level as Cost Centre.
3. Add the parent unit as the first level unit/ Company Unit.
4. Select the Drill Down Menu option.
5. Select the Parent Unit as the second level unit/ Department Unit.

Example of a third level unit.



Hierarchical View of Organisation Units

Once all the Organisation Hierarchy Units have been added, the hierarchical view  of  Organisation Units will reflect at the bottom of the screen:

Extract of the Organisational Unit Report:

To draw the Org Unit Report Select the option next to the Hierarchical View of Organisation Units: Org. Unit Report

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