How do I create an organizational unit?
Once the levels are defined, proceed to create the organizational units. An organizational unit refers to the logical grouping within the company that represents the layered view once all the units have been created.
Organizational units are created in the Organizational Hierarchy Units screen.
The system will automatically default to an Organization Hierarchy Level for newly added companies, where users can change their descriptions as per their company requirements.
Click on the '+' icon and a new row will be inserted where they can conveniently configure the details of each Organization Hierarchy Level.
Navigate > Configuration > Human Resources > Organizational Structure > Organization Hierarchy Units
Related Articles
How do I make an organizational unit inactive?
To deactivate an organizational unit, select to edit the affected organizational unit and enter an inactive date in the "inactive from date:" field. Navigate > Setup > Human Resources > Organization Structure > Organization Hierarchy Units
How do I create an organization level?
The first step to setting up an organization's hierarchy is to define the required number of levels (e.g., Company, Department, and Cost Center) on the Organization Hierarchy Levels screen. Navigation Path: Configuration > Human Resources > ...
How do I change the upload code for an organizational unit?
The upload code of an organizational unit will be used for the bulk actions functionality when uploading information into an MS Excel template. Navigate > Setup > Human Resources > Organizational Structure > Organization Hierarchical Units Select the ...
How do I create integration notifications?
Onboarding notifications allow customers to create onboarding notifications for a specific organizational unit, which will result in receiving system-generated notifications when an employee joins the company. Once created, system-generated emails ...
How do I create termination notifications?
Termination notifications allow customers to create termination notifications for a specific organizational unit, which will result in receiving system-generated notifications when an employee leaves the company. Once created, system-generated emails ...