In the back office, you can create new organisation units in your business structure, then add them to the hierarchy as follows.
Create a new organisation unit
You have two alternate methods to create a new business unit.
To configure it via the reference menus, follow the below steps.
Click CorePersonnel, then click Reference.
Click the alphabetic reference group of the element name you want to add, then select it from the list.
E.g. To add a location, click Reference K - P, then select Location Codes.
If present, click the query
icon to refresh the list of configured codes.
Click the insert
icon to create a new record.
Enter the details for the new business unit, then click the save
icon.
📌Note: Where the option is present, enable Active before saving.
You can add the new element via the organisational hierarchy configuration.
Click CorePersonnel, then click Maintenance.
Click Post Management, then select Organisational Hierarchy.
Click Edit next to your structure, then click Yes.
Click Reference of the unit you're updating, then click the query
icon if present.
Click the insert
icon to create a new record.
Enter the details for the new business unit, then click the save
icon.
Add an organisation unit to the hierarchy
Click CorePersonnel, then click Maintenance.
Click Post Management, then select Organisational Hierarchy.
Click Data next to your structure, then click the expand
icons to the level required.
E.g., to add a new location to a department, you'll expand to the department it's to be added to.
Click Add Department, or Add Location, or the unit that you're adding.
Check Include Linked Items to display all available elements.
Search for the item to be added, then select Add To Hierarchy.
Click Add, then click Save.