How to Manage Organisations

Modified on Thu, 20 Aug at 2:39 PM

TABLE OF CONTENTS

TABLE OF CONTENTS

The Organisations sub-module is used to display and manage your company's Organisational Chart.

"Organisation" is an umbrella term for the different departments and teams within your company's structure — often referred to as Divisions, Departments, Sections, Teams, Locations, or Stores. Employees assigned to an organisation are considered its team members.

The 4 Components of an Organisation Chart

Building your organisation chart works much like building a house. Each component must be in place before you move to the next:

Component	Think of it as…	What it does
Structure	The floors of the house	Defines how many levels your chart will have. This must be built first.
Organisations	The rooms	Separates employees by function — each room has its own theme.
Positions	The beds in each room	Every person needs a bed. An employee cannot be moved into an organisation without an available position.
Employees	The people moving in	Ensure the structure, organisations, and positions are set up correctly before adding them.

This article covers how to manage organisations that have already been created.
To set up organisations for the first time, read: How do Organisations Work?

How to Manage Organisations

On the left-hand panel of your admin dashboard, click People > Organisations
Select the Organisation you wish to view

From here, admins can manage the Organisation Profile, view Organisation Members, and manage Positions within the organisation.

1. Manage Organisation

a) Edit Organisation

Select Edit Organisation
Update any of the following profile fields:
- Organisation Name
- Organisation Manager — admins may only select another member of this organisation
- Organisation Code
- Availability Date — the date the division/department/team was established
- Location — select from existing locations set up under Company > Offices
- Organisation Assistant
- Organisation Cost Center & Cost Center Description — allows the finance team to identify the cost centre for expenses submitted by employees in this organisation
- Organisation Status as External Agent
Select Confirm to save your changes

b) Move Organisation

Select Move Organisation
Select the Parent Organisation you want to move this organisation under. It will be placed directly beneath the selected parent organisation.
Select Submit to confirm

c) Retire Organisation

Retiring an organisation removes it from the organisation chart.

Select Retire
Select Close Organisation to confirm

Note: As a safeguard, organisations with existing employees or Filled Positions cannot be retired. These employees must be moved to a different organisation first.

2. View Organisation Members

Admins can view all members within the organisation and access their individual Employee Profiles.

Related article: What are Positions? — learn how to create and manage Positions within an organisation.