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 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.
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 Units 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
Edition
This feature is available on Premier and Master.
Navigation Path
Option 1: Company Menu>Organisation Structure>Organisation Hierarchy Units
Option 2: Company Screen>I want to…>Setup hierarchy units
Example: 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.
Example of a first level unit.
Example of a second level unit.
Example of a third level unit.
Example: Hierarchical View of Organisation Units
Once all the Organisation Hierarchy Units have been added, the hierarchical view will reflect at the bottom of the screen:
Example: Extract of the Orgnisational Unit Report:
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