Set Up and Create Reporting Structures

Use these steps to create an organizational reporting structure.

To create the organizational structure:

  1. Go to Set-up > Reporting > Reporting Structures > Reporting Structure Lines.
  2. Create a new reporting structure with an Entity type.
  3. Add reporting structure lines to reflect the organizational structure that you want to export to Talent Management.
  4. In the Classification field, add company numbers as top organizational levels and assign each number only once.

    The bottom organization levels must be entity dimensions and have no label restrictions. These are not specific to a company, and you can use the entity dimensions multiple times. For example, you can add the same department name for companies 1 and 2.

    As for intermediate levels, you must enter free texts in the Description field and place these in the hierarchy using the Grouping or Indentation on the line.