Organizations

The Organizations view displays the organizational structure of a company. The user can add, edit, or end date an established organization unit.

Add an Organization Unit

1. Click Company in the top right corner of the screen.

2. Click Organizations in the Views listing.

3. Click the add button  for the organization unit to add. The Organization Information screen displays.

   Required fields are indicated with an asterisk *.

4. Enter the number and name in the Number and Name fields.

   The Report Display Name (Number and/or Name) field automatically populates with the information entered in the Name and Number fields.

5. Select a level from the Level drop-down menu.  
   

   Creating levels does not enforce a hierarchy between the levels. That is determined by establishing the Report To criteria in the next step. Example: An organization unit with a department level can report to another department or another level.

6. Select a report from the Reports To drop-down menu.

7. If not already populated, enter the start date in the Start Date field.

   The Start Date field is a required field as indicated by the asterisk.

8. Click:

• • SAVE to save the record.

  • BACK to navigate back to the Organization grid view. The changes display but are not saved.

  • SAVE & NEXT to save the changes and move to the next organization within the grid view.

Edit an Organization Unit

1. Click Company in the top right corner of the screen.

2. Click Organizations in the Views listing.

3. Click the edit button for the organization unit to edit. The Organization Information screen displays.

4. Edit the applicable fields.

5. Click:

• • SAVE to save the record.

  • BACK to navigate back to the Organization grid view. The changes display but are not saved.

  • SAVE & NEXT to save the changes and move to the next organization within the grid view.

Delete (End Date) an Organization Unit

Deleting an organization unit is the same as end dating an organization unit. A user cannot completely delete an organization unit from the Organizations view unless Cancel is selected during the initial setup.

1. Click Company  in the top right corner of the screen.

2. Click Organizations in the Views listing.

3. Complete one of the following:

   • Enter an end date for an organization unit:

   1. 1. Click the edit button for the organization unit to end date. The Organization Information screen displays.

      2. Type a date or use the calendar icon to select a date in the End Date field.
         

         After an item is end dated, you cannot make changes unless a date on or after the current date is entered.

      3. Click:

1. • • • SAVE to save the record.

       • BACK to navigate back to the Organization view. The changes display but are not saved.

       • SAVE & NEXT to save the changes and move to the next organization within the grid view.
         

         To make changes to an item that was previously end dated, the End Date field must be changed to be on or after the current date.

   • Delete an organization unit:

   1. 1. Click the delete button to delete an organization.

      2. When prompted, click YES.

      3. When prompted, click OK. This automatically assigns an end date of yesterday. To view the deleted organization, refer to the Advanced Filter procedures to View Past Items.

Associations

Associations is a concept used to link items together to organize a company’s structure for worker assignments.  Associations can be made between organization units, locations, positions, and workers.

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