How do I create my organisation structure?
Each organisation may have a unique structure/hierarchy, and in HRplus, this structure/hierarchy starts with defining the user-defined Levels (company, organization, division, section etc.) that form the base or foundation. There are four (4) default levels: Company, Division, Department, Section, which may be edited, if desired. Defining the levels in the organization’s hierarchy is the first step in building the organization’s structure.
At least three (3) levels must be set up for POWERpay
Step 1 - Set up Levels
Personnel>>Setup>>Organisation>>Structure>>Organisation Levels
Account Segment Order - this determines the order to start (or continue) the accounting segments being captured at the entity levels. A maximum of nine (9) segments each comprising 1 to 3 characters per segment can be used The system will generate the account codes e.g. 100-400-300 - the 1 represents the entity ‘Division’ (Branch Office 1), 4 represents the entity ‘Section’ (Finance) and 3 represents the entity ‘Department’ (Payables).
Step 2 - Set up Entities
Personnel>>Setup>>Organisation>>Structure>>Organisation Entities
Setting up entities - the names of the companies, divisions, departments, sections etc. - within each level in the organization is the second step in building the organization’s structure. Again, you can have an unlimited number of entities in any one level.
Step 3 - Link Levels to Entities
Personnel>>Setup>>Organisation>>Structure>>Valid Organisation Hierarchies
An example is shown below. You can only set up two (2) levels at a time.
Rank - Company
Primary Entity - <name of company>
Secondary Rank - Division
Secondary Entity - <name of division>
Save this input and enter another record:
Rank - Division
Primary Entity - <name of division>
Rank - Department
Secondary Entity - <name of department>
Save this input and enter another record:
Rank - Department
Primary Entity - <name of department>
Rank - Section
Secondary Entity - <name of section>
Save this input resulting in a structure of:
Company
Division
Department
Section
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