This feature requires the following:
You must have the Hierarchy Forms module included in your license file.
The Hierarchy Forms module must be enabled.
To check if the module is included in your license and enabled:
Click Main Menu > Configuration > System > Licensing.
On the License Modules tab, select Hierarchy Forms under the Module Name column.
Ensure that the following check boxes are selected: Licensed and Module Enabled.
See Also:
Set HOME Location for Employees
The Hierarchies feature is used to create and maintain hierarchies and the elements that reside within them. 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, and so on.
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.
There are three steps involved in creating a hierarchy:
Step |
Details |
Form to Use |
1. Add a Hierarchy record. |
You first create a hierarchy and define the type (Job Hierarchy, Organization Hierarchy, or Reporting) on the Hierarchy Definition form. |
|
2. Define and name the levels that are allowed in the hierarchy. |
You define the amount of levels that are allowed in the hierarchy via 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 first level number in a hierarchy is 1 and the numbers that follow are 2, 3, 4, and so on. You can add elements to each level. The top level in a hierarchy is the folder that contains the hierarchy name. That folder has no number. |
|
3. Create and add elements (in other words, children) to the hierarchy and place them in the levels you defined in Step 2. |
You create and add elements (in other words, children) to the hierarchy and place them in the levels you defined in Step 2. Each element/child has a parent group. When you choose to add an element/child to an element that is already in place inside the hierarchy, the new element/child will be placed in the level directly below the parent element'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. |
Once you have created a Hierarchy you can add members and managers to it via the Employee Group Member and Employee Group Manager tab. Note that using the tabs to add members does not set a default home location for an employee.
If the Hierarchy is of type Organization, you can set an element in the Hierarchy as an employee's Default Home Location for HR, Financial, or Manufacturing purposes. To do so, use the Employee Assignment tab or use the Employee Assignment import context.
The person must belong to an employee group with type FACILITY and the Hierarchy must also be assigned to the group via the Hierarchy Name and Hierarchy Level settings. See Employee Home Location for details about all the prerequisites when assigning Default Home Locations.
Note: An employee's home default location can ONLY be set via the Employee Assignment tab or the Employee Assignment interface. If you add person records to a Hierarchy via the Employee Group Member and Employee Group manager tabs on the Hierarchy Elements form, the people are simply members or managers of the element. The element is not necessarily their home location.