Organisation Units

An organisation unit represents a business unit within your company, and will also include position definitions attached to employees.

Prerequisites

Rules and Guidelines

  • Each organisation unit will belong to a different organisation unit on a higher organisation level, right up to the top of the organisation hierarchy.
  • While many clients download this Preceda data into a hierarchy chart building tool such as Org Plus or Visio to display the company tree, the main purpose of establishing the organisation units within Preceda is to enable the security to be built around them.
  • Each organisation unit can be established as a separate Security Profile, limiting Preceda access only to employees in positions within that organisation unit, or any organisation unit that belongs to it.
  • All employee are assigned to the Default Position 999; this position MUST NOT be deleted or modified.
  • This position definition is assigned to Organisation Unit 9999, which is a default Organisation Unit, and MUST NOT be deleted or modified.
  • Always start with Level 1 - Company and work your way to Level 2 as the Belongs To field will need to be linked to its upper level.
  • It is not necessary to setup codes that follow a structure as they may become redundant as soon as any changes are made.
  • Any changes made will not take effect until the Refresh Organisation Hierarchy is run.

Field Information