Organization overview
A root organization is created during the suite installation and configuration process. The root organization cannot be deleted.
Under the root organization, you can set up an organization hierarchy according to your company’s business structure or requirements.
The following diagram shows a company organized along both geographic and functional lines.
Design your organizational structure carefully: organizational structure is used throughout the web application to grant (and limit) range of privileges and scope.
Factors that can require different organizations
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Offices or branches in different time zones
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Branches that start the work week on different days
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Branches with different hours of operation
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Local culture
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Need for local control
Best practice: Organization hierarchy
Some companies use the layer just below the top tier to accommodate business units that may eventually use WFO. For example, the Customer Service department uses WFO, and the Sales department joins later. If Customer Service is the top tier organization, the Sales department would have to be a sub-organization. However, if the company name is the top tier, both Customer Service and Sales organizations can be created under it.
Guidelines
As you build the hierarchy, keep in mind the following:
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Organization information flows down. The data that you enter at one level is reflected down along the organizational chain.
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Each organization name in the system must be unique. You cannot duplicate an organization name, regardless of the level of the hierarchy at which the organization is created.
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You can view an organization only if your access rights and assigned organization scope allow you to view that organization.
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You cannot move a sub-organization from one sub-organization to another.
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Each employee must be assigned to a level on the organization tree.
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An employee can appear only once in the organization tree.
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Employee information flows up. Employees in sub-organizations are visible in the higher levels in the organizational chain.