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Portal: Add a new unit to the business structure

Create new items - such as departments, management units, cost centres and locations - and add them to the organisational hierarchy.

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Written by Steve Cole
Updated over 4 months ago

PeopleXD People Management enables you to configure new business units in your organisation structure and add them to the hierarchy. To complete this, follow the steps below.

Create a new organisation unit

  1. From the dashboard menu, enter Data Centre in the search bar and select it.

  2. Click VIEW ALL, or click OPEN next to Reference Data.

  3. Click the organisation unit you want to update.

    • Management Units.

    • Divisions.

    • Departments.

    • Cost Centres.

    • Location Codes.

    • Any other units used in your structure.

  4. Click Add, complete the required fields, then click Save.

    πŸ“ŒNote: If available, enable Active before saving.


Add an organisation unit to the hierarchy

  1. From the dashboard menu, enter Data Centre in the search bar and select it.

  2. Click VIEW ALL, or click OPEN next to People Management.

  3. Click Structure Setup, then click HIERARCHY next to the structure you want to update.

  4. Click EXPAND ALL, then click the three dot menu next to the preceding hierarchy level.

    πŸ“ŒNote: If you're adding a new sub-department, click the department it should be added to.

  5. Click Add, then select Include linked items from the drop-down to display all available elements.

  6. Enable Add to Hierarchy for the unit you want to include, then click SAVE.

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