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Organizational structure

1. Org. structure overview

On the Home page, click Settings.
You'll see the App settings page.
Select Legal entities in the menu on the left and click on the tree icon to open the organizational structure detail (Figure 1)

2. Editing org. structure

To create a new org. unit, follow these steps:

Click the parent org. unit
Click on Add
Fill in the name and confirm by clicking on OK (Figure 2, 3)

Figure 2 Creating an org. unit

Figure 3 New org. unit

Click the org. unit to change its name or color. (Figure 4)
Color palette and the Drag&Drop function allow you to customize the structure during organizational changes in the company.

Figure 4 Change of color and name of org. structure

3. Deleting org. units

To delete an organizational unit, highlight the unit and click on the Delete button (Figure 5)

Figure 5 Deletion of org. structure

Note: An entity cannot be deleted if active or inactive employees are assigned to it, as well as if they are assigned a role associated with the unit.

Updated on: 19/09/2023

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