Create an Association for an Organization Unit

1. From the Views toolbar, click Organizations.

2. Select the drop-down for the appropriate Organization in which you want to add an Association. The Options menu displays.

3. 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.

     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.

4. From the Organizations section, select the appropriate organization.

5. From the Views section, select:

• • Summary to view a detailed overview of that organization.

  • Locations to view a list of the associated locations.
    

    If you have multiple locations, use the drop-down menu to customize your selections.

  • Employees to view a list of the associated workers.

6. Select the checkboxes for the appropriate associations.

7. 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.