This feature allows the admin to define the hierarchy of the company by defining Sub-units. Since the parent company is already defined in the ‘General Information’, it would automatically appear in the ‘Company Structure’ screen. For each Sub-unit, it shows the employee number for that specific department in brackets and the total including the employees of sub-departments under that.
Go to Admin -> Organization -> Structure
Refer the following article to learn more about General Information
Step 1 – Click the ‘Edit’ button on the top right corner of the screen.
Step 2 – Click the button relevant to the department you want the new sub-unit should be added.
Step 3 – Click ‘Add.’ The Add Sub-unit Screen appears as follows
Step 4 – complete the following fields on the screen.
Field |
Description |
Unit ID |
The Unit ID of the Department (If any) |
Name |
Name of the Department |
Head of Unit |
Name of the Department Head |
Description |
A detailed description of the department |
Cost Center |
Include the Cost Center as defined in the system |
Step 5 – Click ‘Save.’ The new department will appear in the structure.
Step 6 – Click the ‘Done’ button in the top right corner of the screen.
Edit a Sub-Unit
Step 1 – Click the ‘Edit’ button in the top right corner of the screen.
Step 2 – Click the button relevant to the department you want to be edited.
Step 3 – Then click on "Show Details" from the dropdown. Then a pop-up box will show up enabling you to make the changes you need.
Step 4 – Once you are done making the changes, click on "SAVE" and the pop-up box will be closed. When you are done making all the changes, click on the "DONE" button to save all the changes to the subunits.