Add Employees to Organizational Level

You can associate employees to an organization via the Organizational Structure.

To add an employee directly to an organizational level:

  1. On the Organizational Structure screen, navigate the structure until you reach the level that you want to add a user, and click .

    The next screen displays the functionality to add users to the named division as well as a listing of any employees currently assigned to that unit.

  2. Click Add Users.

    This will open a pop-up window to search for employees.

  3. On the Search for Employees window, search for the employee(s) to add.

    After searching, the Results section of the window displays those employees who matched the search criteria.

  4. To select an employee, either click the icon to Add or select the check box beside each person and click Add All Selected.
  5. The names are added to the Current Selection table with a delete icon in case you want to remove someone from the list.

    If needed, you can remove all employees from the table by clicking Clear.

  6. When finished with your employee selection, click Confirm Selection.

    The Search for Employees window closes and the selected employees are inserted into the organizational structure.

  7. Click Update to save your changes.