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Org and Position Structure


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Hi,

Could you please provide steps on how to create a new organisation and position so that I could use it on the employee > assignments tab.

 

I have created multiple organisations/org units and positions but none of them are getting fetched for my newly created employee.

Best answer by Dharshankumaar Mahendran

Hi @gururajks,

Il try to put out the steps to avoid confusions.

  1. go to ‘New Company’ window as above and create a company.
  2. go to ‘Graphical organisation structure’ and search for the company name you created above on step 1
  3. You will see a Graphical organisation structure with your company name and type ‘Company’
  4. Now if you want to create ‘Matrix’ structure click on the new button on Graphical organisation structure  and create the new matrix organisation 

 

Understanding is that every company will have a company type Graphical organisation structure automatically created once the new company is created. Matrix type Graphical organisation structure are user defined.

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12 replies

vickyrohilya
Hero (Partner)
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  • Hero (Partner)
  • 127 replies
  • June 12, 2023

Hi,

If you have defined Structure Type as Matrix Organization Structure or Matrix Position Structure, then you need to link the Matrix Structure with Company.

Menu Path: Human Resources > Organization Management > Organization Definition  > Matrix Structures

I hope this should resolve your Issue and you will be able to use it in Employee Assignment tab.

Thanks

Vikas Jain


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  • Do Gooder (Partner)
  • 7 replies
  • December 7, 2023

This question is related to the HCM topic... employee and organization management. I am trying to create a company in the training environment. Type is showing as Matrix...how do i change it to company?

Warm Regards
Gururaj


Dharshankumaar Mahendran
Superhero (Partner)
Forum|alt.badge.img+16

Hi @gururajks ,

I believe you would need both company and matrix structure for the training purposes. Company structure will be automatically created when you created the company. You would just need to search for your company name in the Graphical organisation structure window and that would show the Company Organization structure and you can create the relevant organisation structures within it. For the organisations which are used by more than a company which is matrix you can create new structures and add the companies which will use them, Company structure is only for your company whereas matrix can be used for many companies.


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  • Do Gooder (Partner)
  • 7 replies
  • December 7, 2023

Thank you Dharshankumaar. The issue is that company is getting created under type ‘matrix’ and not ‘company’. Maybe some changes to be made in Organization structure settings.

Dharshankumaar Mahendran wrote:

Hi @gururajks ,

I believe you would need both company and matrix structure for the training purposes. Company structure will be automatically created when you created the company. You would just need to search for your company name in the Graphical organisation structure window and that would show the Company Organization structure and you can create the relevant organisation structures within it. For the organisations which are used by more than a company which is matrix you can create new structures and add the companies which will use them, Company structure is only for your company whereas matrix can be used for many companies.

 


Dharshankumaar Mahendran
Superhero (Partner)
Forum|alt.badge.img+16

Hi @gururajks ,

 

Can you add screen shots of your company page, and the graphical organisation structure page.

 

Best Regards,

 


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  • Do Gooder (Partner)
  • 7 replies
  • December 7, 2023

 


Dharshankumaar Mahendran
Superhero (Partner)
Forum|alt.badge.img+16

Hi @gururajks 

Please let me know the name of the company you created. And also can you make a search in the Graphical organisation structure window for ‘COMPANY G’ and send the screenshot of the results

 


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  • Do Gooder (Partner)
  • 7 replies
  • December 7, 2023

Thank you once again Dharshankumaar. Name is Company G . Search results below.

 

 


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  • Do Gooder (Partner)
  • 7 replies
  • December 7, 2023

I found this...Should i go here and create company first before going to graphical organizational structure

 

 


Dharshankumaar Mahendran
Superhero (Partner)
Forum|alt.badge.img+16

Hi @gururajks,

Il try to put out the steps to avoid confusions.

  1. go to ‘New Company’ window as above and create a company.
  2. go to ‘Graphical organisation structure’ and search for the company name you created above on step 1
  3. You will see a Graphical organisation structure with your company name and type ‘Company’
  4. Now if you want to create ‘Matrix’ structure click on the new button on Graphical organisation structure  and create the new matrix organisation 

 

Understanding is that every company will have a company type Graphical organisation structure automatically created once the new company is created. Matrix type Graphical organisation structure are user defined.


Forum|alt.badge.img+2
  • Do Gooder (Partner)
  • 7 replies
  • December 8, 2023

Thank you Dharshankumaar for providing step wise information.

Regards

Gururaj

 

 


Dharshankumaar Mahendran
Superhero (Partner)
Forum|alt.badge.img+16

Hi @gururajks,

Happy to be of help.

Best Regards,

 

 


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