Organizational structure
The Organizational Structure functionality is designed to display the structure of functional subordination of employees in an organization.
Using the organizational structure, you can:
- display the hierarchy of departments and their mutual subordination;
- determine the place of an employee in the organizational structure;
- determine the relationships between employees - manager, subordinate, colleague.
Each department of the organization is displayed in the system as a separate folder. The folder can contain subordinate departments in the form of subfolders and employees of the corresponding department. Each folder can contain another subordinate department-folder or employees of the current department. Thus, the organizational structure is formed in the form of a hierarchical folder tree.
There are two ways to navigate between department folders: using the folder tree or using the content view on the right. To open the contents of a specific folder, click on its title.
When viewing the contents of a department folder, a list of its employees is displayed. Employees are divided into separate blocks:
- Department managers - displayed at the top of the list.
- Deputy managers - displayed in a separate block below.
- Subordinates - displayed in the form of a general list.
For a department manager all employees who are in the same folder or in subfolders are considered his subordinates, if they do not have their own manager.
Clicking on a user's last name will open his data, where the " manager"-"subordinate" links will be displayed. These links are automatically determined depending on the location of employees in the Organizational structure departments and their positions.
How to create, configure and work with the Organizational Structure is discussed in more detail in the following sections:
- Connections in the Organizational Structure
- Working with the structure tree - creating and changing the Organizational structure
- Allocation of staff members in the structure - setting staff attributes to the structure folder settings
- API – Import organizational structure
- Importing structure from Active Directory
- Importing structure from Azure AD
- Cities, Positions, Departments - changing "Cities", "Departments", "Positions" lists
Functions connected with the Organizational Structure:
- Synchronization users using CSV - rules of importing users and automatic updating of attributes.
- Assessment in Collaborator
- Roles in the system - more about creating the Director role.
- Birthdays - Mailing lists by birthday are formed according to the configured structure
- Functional managers - allows to assign managers to users outside of the Organizational Structure.
- Imported managers - allows to import managers and establish Manager-Subordinate relationships already based on imported managers.