Via Data Table Maintenance in Office, an org tree can be built and updated as needed in Org Maintenance. This org chart allows users within the enterprise to be divided into separate organizations, using org nodes to indicate the structural hierarchy and setting the foundation for timecard approvals by supervisors.
- Click the More Options button in the left navigation.
- Choose the Data Table Maintenance option from the menu.
- Click to open the Organization dropdown menu.
- The main organization listed will be populated with the name of your enterprise. To add a new sub-organization, click on the Add icon to the right of the organization you wish for it to fall under.
- The Add Organization screen opens. Enter a name (required), and optionally, enter a number, and a supervisor.
- Click the Save button to add this organization to the hierarchy, or Cancel to discard. The sub-organization will now display below the organization it was added to.
- Follow the same steps to continue adding all required organizations and sub-organizations.
- To edit an organization, click the Edit icon that appears to its right in the listing.
- The Edit Organization dialogue opens. Make any desired changes. This may include organization's status to inactive by using the toggle or deleting the organization using the icon in the upper right corner.
- Click the Save button to move forward with this organization edit, or the Cancel button to discard.
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