The organisation structure - sites, areas and roles

This article includes the following topics:

  • What is the group structure
  • How to see the Group Structure of an Organisation
  • How to Rename a Group
  • How to add Sub-Group (child) to Group
  • How to add user(s) to a Group

What is the Organisation structure

The organisation structure in easyemployer is considered the backbone of the system. The organisation structure is based on a hierarchy, it holds all the sites, areas and roles within your organisation. Users can be assigned to any level of the organisation structure. Permissions can be applied that provide a level of authority for the desired section down in the hierarchy (e.g. one site).  

Why do I need to know about the Organisation Structure

The Organisation Structure affects the other areas in easyemployer. As an example, if a user isn't assigned to the correct role in the Organisation Structure then that user will not appear in the right areas on the roster. Having an understanding of how the Organisation Structure works is critical for anyone that needs to use easyemployer at a senior level.

Explanation of terms

Payroll entity - where payroll happens, e.g. an MYOB file
Site - a physical site or location
Area - an area within a site
Role - the roles performed within the area
Container - a way of grouping sites, areas or roles

How to see the group Structure of an Organisation 

1. Click Organisation

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2. Click Organisation structure

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3. The organisation structure page will be shown:

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In the above structure: 

  • City is the name of the city where organisation has an office
  • Area will be the area in which the specific branch of organisation is
  • Pharmacist, Retail Assistant and Dispensary Technician are the roles that people work in specific position in an Area of branch

How to Rename a Group 

1. Click on Organisation

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2. Click on Organisation Structure

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3. Click on the Group you like to rename

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4. Payroll Entity (group name) Settings will appear, the following dialogue will appear:

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6. Click on Edit, the Group name can be changed and a description can be added as well 

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How to add a Sub-Group (Child) to the Group

1. Click on 7.png button next to the Group Name

2. Depending upon the level of the group the following window will be different

site.png
container.png
area.png
role.png

4. Select the appropriate Type, input a Name, enter the correct location details (for sites), and click either Create, or Create & edit.

5. By pressing "Create & edit", you will automatically be directed to the Settings of the group or sub-group that you just created.

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6. By pressing "Create", your new sub-group (child) will appear at the bottom of the list of sub-groups (children) for that group. The order of these sub-groups can be changed by pressing the 'Move Up One Position' button mvup1.png to move the sub-group up one position and the 'Move Down One Position' button mvdwn1.png to move the sub-group down one position. Alternatively, the 'Move to the Top' button mvtotop.pngcan be pressed, which will move the sub-group to the topmost position under the group, or the 'Move to the Bottom' button mvtobtm.png can be pressed, moving the sub-child to the lowest position under the group.

7. A group or sub-group can be moved to be contained within another group by pressing the 'Move Group' button move.png A screen will then appear with a drop-down box containing the options available for moving the group.

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8. A group or sub-group can be deleted by pressing on the "Delete" button delete.pngA screen will then appear with two options; to delete the group and move all of its children (sub-groups) to this group's parent or to delete the group and all of its children (sub-groups)
 
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How to add user(s) to Group

1. Click on Organisation

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2. Click on Organisation Structure

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3. Click on the Group in which you want to add user

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4. Following Screen will appear

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5. Click on Users

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6. Click Add User(s) to Group

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7. Select the users you want to add in that sub-group by double click the user or by selecting the user and clicking on the > and < button to add or remove users from the group. 

8. If you want to add more that 1 user at a time that can be added by clicking ctrl key and selecting multiple users.

9. All the users can also be selected by clicking on the first of the last user and holding the click and dragging it upward or downward respectively to select all the users and click > or < to move users in desired direction.

10. After the users are selected click Update.

11. Selected User(s) will be added to the group

mgmtuser.png

12. The search bar at the top is to check in the group to see if the user is already in the group or not. This will be useful if there is a long list of users in a specific group.

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