A user can create a location that is not associated to an organization unit, but a user cannot create an organization unit that is not associated with a location.
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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A user can create a location that is not associated to an organization unit, but a user cannot create an organization unit that is not associated with a location. |
From the Views toolbar, click Organizations.
Select the 
drop-down for the appropriate Organization in which you want to add an Association. The Options menu displays.
Click:
Associated Locations to add or modify locations associated with the organization.
Associated Employees to add or modify the workers associated with the organization. By using the association dialog, the data updates each individual employee record.
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These selections launch the Association dialog. This allows the client to associate the items that are linked together within the company’s structure. For example, which organization unit is connected to which locations, and which workers are connected to those organization sites. |
From the Organizations section, select the appropriate organization.
From the Views section, select:
Summary to view a detailed overview of that organization.
Locations to view a list of the associated locations.
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If you have multiple locations, use the drop-down menu to customize your selections. |
Employees to view a list of the associated workers.
Select the checkboxes for the appropriate associations.
Complete one of the following. Click:
SAVE to save the changes.
SAVE & NEXT to save the changes, then navigate to the next view association within the organization.
CLEAR CHANGES to cancel any changes made to the organization.
From the Views toolbar, click Locations.
Select the drop-down for the appropriate location in which you want to add an association. The Options menu displays.
Click:
Associated Organizations to add or modify organizations associated with the location.
Associated Employees to add or modify the workers associated with the location.
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These selections launch the Association dialog. This allows the client to associate the items that are linked together with the company’s structure. For example, which organization unit is connected to which locations, and which workers are connected to those organization sites. |
From the Locations section, select the appropriate Location.
From the Views section, select:
Summary to view a detailed overview of that Location.
Organizations to view a list of the associated Organizations.
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If you have multiple organizations, use the drop-down menu to customize your selections. |
Employees to view a list of the associated workers.
Select the checkboxes for the appropriate associations.
Complete one of the following. Click:
SAVE to save the changes.
SAVE & NEXT to save the changes, then navigate to the next view association within the location.
CLEAR CHANGES to cancel any changes made to the organization.
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Positions are assigned to a worker only. |
From the Views toolbar, click Positions.
Select the drop-down for the appropriate position to add an association. The Options menu displays.
Click Associated Employees to add or modify the workers associated with the Position.
From the Associated Positions section, select the appropriate Position.
From the Views section, select:
Summary to view a detailed overview of that position.
Employees to view a list of the associated workers.
From the Position column for each worker listed, click the Position, then select the appropriate option.
Complete one of the following. Click:
SAVE to save the changes.
SAVE & NEXT to save the changes, and navigate to the next view association within the Position.
CLEAR CHANGES to cancel any changes made to the Position.
