Managing Organisation Structure

Managing Organisation Structure

This guide provides the steps necessary to review and modify your organisation structure details within the platform. There are two sections namely Departments & Cost Centers.

Key Impacts of Using Departments

  1. Segmentation: The main intention behind departments is to segment projects, ensuring that users assigned to one department cannot access anything related to another department.
  2. Flexibility: While typical departments (like Sales, Finance, or Marketing) can be set up, HR Partners may choose to use this feature to categorize different clients instead of internal departments.
  3. Application: Department allocation is mandatory in two key areas of the platform: when managing Users and when creating new Projects.

Accessing the Configuration Panel

  1. To access your Department details, navigate to the left-hand menu.
  2. Click on My Organisation to open the settings view.
  3. Ensure that the Organisation Structure tab is currently selected.


Setting Up and Applying Departments

Set up your departments here to replicate the structure of your organization (e.g. the sales department, the finance department, or the marketing department).
You can alter this structure according to the specific needs of your organization.

To create a new Department click on the “+” icon.

Different Cost Centres can be allocated to different Departments, if no Cost Centres are added the “Default” Cost Center will be allocated to each Department.

Notes
If enabled, you are also able to set a limit to the number of Background checks and Psychometric Tests per Department.

Other Department Examples

  1. An "IT Support" project would be placed under the "IT Department".
  2. A “Key Account Manager” project would be placed under the “Sales Department”.
  3. A “Creditors or Debtors Clerk” project would be placed under the “Finance Department”.
  4. A "Marketing Communication Graduate" project would be placed under "Marketing" or "Undergraduates," depending on your organization's internal setup.

Notes
Departments are also a required field under the Projects menu when you are creating a new project as well as under the User menu when creating a new user.

Setting Up Cost Centres

Set up your Cost Centres here to replicate the structure of your organization (e.g., the sales department, the finance department, or the marketing department).

To create a new Cost Centre click on the “+” icon.

Notes
You do not have to set up Cost Centres as a Default will be allocated to each department at the creation of each Department.

Cost Centre Management

Cost centres are used to organize these transactions and are deeply integrated into the billing workflow:
  1. Allocation: When triggering a psychometric assessment or background check, users select which cost centre the transaction should be billed to.
  2. Restrictions: The available cost centre options are limited to those linked to the specific department of the project.
  3. Post-Transaction Changes: Only a Super User has the authority to change the cost centre assigned to a transaction after it has already been processed.

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