Organization structure

Set up the shape of your organization under Settings → Organization: the brand it presents, the branches it works from, the departments people belong to, and the units inside those departments. These are the groupings that decide what each administrator can see and do, so set them up before anything else.

Note

Editing the brand requires the Manage Organization Profile permission. Branches, departments, and units management requires their respective View and Manage permissions.

Set the brand

The brand is the profile your organization displays. Select Edit to change the details, then Save to apply them.

Add branches

Branches are your physical locations. Select New Branch to add one, Edit to modify, or Delete to remove it.

A branch has a name, status (Active or Inactive), prefix, description, and address (physical address, city, and zip code). The prefix is used when generating staff IDs.

Click on a branch to see employees assigned to it.

Note

Agencies are not branches and are managed separately. See Agency management.

Group people into departments

Departments group employees into teams. Select New Department to add one, Edit to change it, or Delete to remove it.

A department has a name, a department prefix used when staff IDs are generated, a GL code, a description, an HOD, a Deputy HOD, and the Primary Branches it belongs to.

Good to know

When a recommender, approver, or manager has not been set for an employee, the approval matrices fall back to the department’s HOD and Deputy HOD. See Leave, Overtime, and Appraisals.

Add units inside departments

Units organize employees within a department. Each unit has a name and description, belongs to a department, and can have a unit leader.

Use New Unit to create a unit, Edit to update its details, or Delete to remove it. You can view a unit’s employees and filter the unit list by Department or Leader.

How the structure is used

The common structure is a branch, then a department, then a unit.
A branch represents a location, a department groups employees and can span multiple branches, and a unit is a sub-team within a department.

This structure determines the organizational scope you can assign to administrator access. See Users & access. You can also use it to filter attendance, leave, and payroll reports.