Add an Organizational Level

Follow these steps to add an organizational level.

To create a new organizational level:

  1. On the Organizational Structure screen, click Add a New Level.
  2. Take one of the following actions:
    • If you are creating a Parent (top level), do not select anything in the Parent drop-down list.

    • If you are creating a unit that should be within the Parent or another level, select the appropriate unit from the Parent drop-down list and any subsequent drop-down lists until you find the level you want to add to.

  3. Enter a Name for the level.
    Note:

    The system allows divisions with duplicate names in different Parent levels but does not permit duplicate levels within the same Parent.

  4. If you use an Organizational Code, enter it.

    It will display in parentheses next to the name in the organizational structure tree.

  5. Click Save.