Add Company/Division Associations

Follow these steps to add company/division associations to a workflow.

You add Company/Division associations on the Identification Step when creating a Performance Workflow.

To add Company/Division associations:

  1. On the Identification step on the Workflow screen, in the Associations section, click Select Organizational Unit.

    A modal window opens with a hierarchy view of the organizational structure previously created by the administrator.

  2. Expand the structure to reveal any additional divisions or departments.
  3. Click the division name to select an organizational level, and click Select.

    The Company/Division will display the hierarchy view of your chosen division.

  4. Select options in the Associations fields: Location Group, Location, Job Family, Job Role, Job Classification, Salary Grade, Job Title.
  5. Continue to Add and Remove Employees.