The organisation structure - sites, areas and roles

1) The Organisation Structure

2) Location of the Organisation Structure 

3) Rename a group

4) Add a sub-group (child) to the organisation structure

5) Add user(s) to a group

 

1) 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).

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 expected areas on the roster. Understanding 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

2) Location of the Organisation Structure 

1. Click Organisation

2016-08-16_11h00_47.png

2. Click Organisation structure

2016-08-16_11h01_43.png

3. The organisation structure page will be shown:

mceclip0.png

In the above structure: 

  • Site 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

3) Rename a Group 

1. Click on Organisation

2016-08-16_11h00_47.png

2. Click on Organisation Structure

2016-08-16_11h01_43.png

3. Click on the Group you like to rename

mceclip1.png

4. Payroll Entity (group name) Settings will be displayed

mceclip2.png

6. Click on Edit, the Group name can be changed  

mceclip3.png

 

4) Add a Sub-Group (Child) to the Organisation Structure

1. Click on mceclip4.png button next to the Group Name

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

mceclip5.png
mceclip6.png
mceclip7.png
mceclip8.png

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

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

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 mceclip9.png to move the sub-group up one position and the 'Move Down One Position' button mceclip10.png to move the sub-group down one position. Alternatively, the 'Move to the Top' button mceclip11.pngcan be pressed, which will move the sub-group to the topmost position under the group, or the 'Move to the Bottom' button mceclip12.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 mceclip13.png A screen will then appear with a drop-down box containing the options available for moving the group.

mceclip14.png

8. A group or sub-group can be deleted by pressing on the "Delete" button mceclip15.pngA popup box will appear requesting confirmation to delete a group (and its sub groups). 
 
mceclip16.png
9. Deleted groups will remain until the current timesheet/roster period ends
 
NOTE: When deleting sections of the organisation structure it is important to note that these sections will not be available for future roster and timesheet periods. The data that has been historically recorded against the deleted sections will still appear in past reporting periods. Only the future periods will be affected by deleting sections of the organisation structure.
 

5) Add user(s) to a group

1. Click on Organisation

2016-08-16_11h00_47.png

2. Click on Organisation Structure

2016-08-16_11h01_43.png

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

mceclip17.png

4. Following Screen will appear

mceclip18.png

5. Click on Users

mceclip19.png

6. Click Add User(s) to Group

mceclip20.png

7. Select the users you want to add in that sub-group by ticking the box next to their name on the list. Multiple users can be selected

mceclip21.png

8. Click Add to confirm selection

mceclip22.png

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

mceclip23.png

10. The search bar at the top can be used to check the group to see if a user is already in the group. This is useful if there is a long list of users in a specific group.

mceclip24.png

 

Have more questions? Submit a request
Powered by Zendesk