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Organisation Units

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

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Example

  • Level 1 has been defined as the Company Level therefore the Organisation Unit becomes the Company Name.
  • Level 2 has been defined as the Branch Level therefore the Organisation unit becomes the various branches for the company are established.
  • Level 3 has been defined as the Department Level therefore the Organisation unit becomes the various departments for the branches, are established.
  • Organisation Structure

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.
  • Whilst many clients download this Moorepayhr 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 Moorepayhr is to enable security to be built around them.
  • Each organisation unit can be established as a separate Security Profile, limiting Moorepayhr 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 9999, this position MUST NOT be deleted or modified.
  • This position definition is assigned to Organisation Unit 9999, which is a default Organisation Unit, which 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 linked to it's 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

ClosedOrg Unit ID

This field displays an 8-character code that represents the organisation code

ClosedTitle

This field displays a description of the organisation unit.

ClosedShort Title

The Short Title is an abbreviation of the Title and is used in some standard Moorepayhr reports as a substitute for the Title. If a Short Title is not entered, part of the Title will be used.

ClosedLevel Number

This field displays the organisation level number that this organisation unit is on.

ClosedLocation

This field displays the location code that relates to this organisation unit

ClosedPhone Number

Enter a contact phone number relating to this organisation unit if required.

  • Most clients allow employees to maintain their own business phone numbers via Employee Self Service.

 

ClosedReport Code

Text of up to 60 characters in length can be entered in this field, but it will not be associated to any reference table.

This can be used to accommodate an additional level to the organisation level reporting, such as division/department/function etc.

  • The "Report Code" field will NOT be used to export files generated from Moorepayhr for Org Plus/Viso organisation structure charts.
  • The "Report Code" field will be added to existing Moorepayhr 'Organisation Structure Report' but will not be included in organisation structure charts generated through Moorepayhr .
  • This field will not be displayed in the Search Results.
  • If an entry has been made to this field and the record is subsequently cloned, the entry will appear in the cloned record.

 

ClosedHeadcount Budget

This field displays the number of staff budgeted to this organisation level.  

  •  This is used for budgeting purposes.
  • This is the Headcount for this Organisation Unit only - any lower level Organisation Units have the Headcount Budget figures entered against that Organisation Unit.

 

ClosedOnCost Loading

This field displays the Oncost loading % allocated of each staff member within the unit can be entered and is only used in customised reporting.

  • Many clients prefer to use the General Ledger Interface for the calculation of on costs.

 

ClosedBelongs To

This field displays the Organisation Unit ID that is linked immediately above this organisation unit.

ClosedInclude in Headcount Report

If Y is set in this field, the employees assigned with this organisation unit will be Included in the Headcount reports.

 The following rules apply:-

  • If the Org unit level number is not 1 this field can only be set to Y , if the unit above is set to Y
  • If set to Y it can only be changed to N if all units below are set to N

 

This field can help to structure reports. e.g. Only one direct line of structure in the report is required, this field would be set to N for every organisation unit other than the structure being reported.

  • This field is NOT considered when a Workforce Management Reporting is done.
  • It is recommended that this field is populated with Y so that the Headcount report can be run later.
  • Workforce Management Reporting provides the ability to process several Crystal Reports from the Advanced report suite, and requires separate rules to be established, talk to your Consultant for more information.