Please note that once you have defined your org units, they can not be changed. It is therefore vitally important that before you begin defining your org units, you ensure that you have clearly thought through and outlined your hierarchy structure.
The main purpose of Organizational units, or Org. units, is to enhance your capability to filter reports. Org. units are determined according to how work is assigned, who is responsible for delivery and how performance is reported in the organization
- Org. Units are can be assigned to Employees, Grid Elements, Initiatives and metrics.
- Org. Units can have multiple levels such as Company, division, department, etc.
- Only admins can create Org. Units but any user with editing rights can assign them
An Admin can make the Org. Units field mandatory, which means that all changes to employees, elements, initiatives or metrics can only be saved if an Org. Unit is assigned.
To create Org. Units, first define their structure in the General Parameters by doing the following:
First, Scroll down to Org Unit Levels and Select “Edit” icon.
Next, Define the Structural Levels to be used, e.g. Company, Division, Department, etc.
Finally, Add the names. If another level is required, select the “+” icon. Once you are finished click “Save”.