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1. Where to Find Organization Administration

Organization administration is accessible to System Administrators and HR Administrators. Open the HR workspace and select Organization under Admin in the left sidebar menu to access organizational units, positions, assignments, and delegations.
1

Open Admin Menu

Click Admin in the left sidebar menu under the HR workspace.
2

Select Organization

Click Organization to open the main dashboard displaying summary metrics and configuration tabs.
Organization main dashboard with the Admin > Organization sidebar menu entry highlighted Organization main dashboard highlighting (1) Admin > Organization sidebar menu entry (Light Mode).

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2. Org Units

To update an existing organizational unit’s name, code, description, parent unit, or status, locate the unit row in the Org Units table and click the pencil Edit icon in the Actions column. This opens the ‘Edit Org Unit’ modal window.
1

Locate Target Unit

Find the organizational unit row (e.g. Executive) in the Org Units table.
2

Click Edit Pencil Icon

Click the pencil icon (✏️) in the Actions column next to the unit.
3

Update Unit Fields

Modify Org Unit Name, Org Unit Code, Description, Parent Org Unit, or Status in the opened modal window.
4

Save Changes

Click the blue Update Org Unit button to apply updates.
Edit Org Unit modal window with the Org Unit Name field and the Update Org Unit button highlighted Opened ‘Edit Org Unit’ modal window highlighting (1) Org Unit Name input field and (2) Update Org Unit primary action button (Light Mode).

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3. Navigating Different Views of Org Units

The Org Units tab supports two view modes: List View (tabular layout) and Tree View (visual hierarchical tree). Clicking ‘Tree View’ renders the multi-level organizational hierarchy with Expand All and Collapse All controls.
1

Click Tree View Button

Click Tree View on the top right of the Org Units section to switch to hierarchical view.
2

Expand Hierarchy Nodes

Click the expand arrow (v) next to parent nodes (e.g. Executive) to view nested sub-units (Maintenance, Production, Quality, Supply Chain).
3

Use Bulk Controls

Click Expand All or Collapse All to expand or collapse all tree nodes simultaneously.
Org Units Tree View showing the Tree View toggle control and the multi-level organizational hierarchy Org Units Tree View highlighting (1) Tree View toggle control and visual multi-level hierarchy (Light Mode).

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4. Adding Org Units

Clicking the + Add Org Unit button opens the dedicated ‘Create Org Unit’ modal window. This form registers new organizational units and nests them under existing parent units.
1

Click + Add Org Unit

Click the blue + Add Org Unit button on the top right of the Org Units section.
2

Specify Name & Code

Input Org Unit Name and Org Unit Code in the opened modal window.
3

Specify Description

Provide operational scope and guidelines.
4

Select Parent & Status

Select Parent Org Unit dropdown link and select Status (Active/Inactive).
5

Save Org Unit

Click Create Org Unit button to add the new unit to the enterprise structure.
Create Org Unit modal window with the Org Unit Name field and the Create Org Unit button highlighted Opened ‘Create Org Unit’ modal window highlighting (1) Org Unit Name input field and (2) Create Org Unit action button (Light Mode).