Hierarchy Elements

Detail Forms:

You can create hierarchies in the application that mirror your organization’s hierarchy. For example, you can create a hierarchy to show who reports to whom within your company. Each hierarchy you create is associated with a unique hierarchy name. You can create many hierarchical structures like supervisory assignment, data access rights, payroll hierarchies, etc.

A hierarchy is made up of one or more elements. An element in a hierarchy is considered a hierarchy employee group. Each group may have one or more managers assigned to it and each element is considered a child of the element above it.

In order to build a hierarchy, you first create a hierarchy on the Hierarchy Definition form. Next, you define the levels of groups that are allowed in the hierarchy via the Group Definition form. Finally, you establish the order of the hierarchy among these groups by assigning them to parent groups via the Hierarchy Elements form. You also assign person records and managers to the hierarchies on the Hierarchy Elements form via the Employee Group Member and Employee Group Manager tabs. You can also assign global settings to all employees in a hierarchy group via the Employee Group Setting form. Note that when you assign a setting to a hierarchy employee group, the setting will apply to all employees that belong to or fall below that hierarchy employee group.

The Hierarchy Elements form is used to create hierarchy groups, which you do by adding elements/children to a hierarchy. Each element/child has a parent group. When you choose to add an element/child to a group that is already in place inside the hierarchy, the new element/child will be placed in the level directly below the parent group's level. It is important that the level you are trying to place the element/child in is pre-defined on the Group Definition form. For example, if you want to add elements to three different levels in a hierarchy, you must allow three levels on the Group Definition form first.

The top level number in a hierarchy is the folder that contains the hierarchy name. The folder directly below it is in level 1, and the numbers that follow are 2, 3, 4, etc.

An element can also serve as an employee's home location for HR, Financial, and Manufacturing purposes.

View Hierarchy Elements

Click Main Menu > Administration > Hierarchy > Hierarchy Elements.
Click the Filter button to display the filter area.
Select a Hierarchy Type and Hierarchy Name in the filter and click Find.

Each hierarchy is represented by a folder icon on the left side of the Hierarchy Elements form.
To expand a folder and view the hierarchy element details, click the sign next to the folder.
Click an element to view its Employee Group information and Flex Fields in the tabs on the right side of the form.

Add a Hierarchy Element

Note: Before you add elements to a hierarchy, it is important that you have assigned enough levels for the hierarchy on the Group Definition tab of the Hierarchy Definition form. For example, if you want to add elements to three different levels in a hierarchy, you must allow three levels on the Group Definition form first.

Click Main Menu > Administration > Hierarchy > Hierarchy Elements.
On the right side of the screen, select the folder for the parent element to which you want to add a child element. For example, if you are adding a Department to Work_Center_A, select the folder for Work_Center_A.
Click Add Child.
Enter a name for the hierarchy element in the Element Value field.
Enter a Description for the hierarchy element.
If you want to add more than one hierarchy element, click Save and Add to save your settings and keep the Add Hierarchy Elements window open. Or click Save to save your hierarchy element and return to the main form.

The child elements you added will appear in alphabetical order under the parent element you selected.
To add person records to the hierarchy element, use the Employee Group Member tab.
To add a manager to the hierarchy element, use the Employee Group Manager tab.
To add a setting to the hierarchy element, use the Employee Group Setting tab.
The Flex Field tab displays custom information about a hierarchy that has been imported to the application.

Modify a Hierarchy Element

Click Main Menu > Administration > Hierarchy > Hierarchy Elements.
To modify a hierarchy element, click the folder for that element and click Modify.
Change the Element Value and Description as necessary.
Click Save.

Delete a Hierarchy Element

Note: You cannot delete the top level folder of a hierarchy. You can only delete the child elements in the hierarchy. To delete the top level of the hierarchy, you must use the Hierarchy Definition form.

Click Main Menu > Administration > Hierarchy > Hierarchy Elements.
To delete a hierarchy element, click the folder for that element and click Delete.
Click OK to confirm the action.