Information

Organizations provide the foundation for creating organizational charts. An organization has to be created before departments, divisions, and teams can be created.

Condition

The organization cannot be created within an existing organization.

Method

1. Select the folder where you want to create the organization.

2. On the New tab, click HR > New organization.

3. Complete the fields in the New organization dialog box as required.

Mandatory fields are marked with a red asterisk.

Fields with a pencil icon contain keyword lists. When you enter a value in the respective field, matching list entries appear.

Active: If you select this option, the organization can be viewed as an organizational chart. If you do not want the organizational chart to be active right away, uncheck this option. You can set it later on via the organization form.

Collapse child elements: If you select this option, the child elements in the organizational chart are displayed collapsed, but can be expanded. If you do not select the option, the child elements are shown expanded. This setting only applies to direct child elements.

When you create child elements, you can show them horizontally or vertically.

Arrange child elements vertically: If you select this option, the child elements in the organizational chart are displayed arranged vertically. If you do not select the option, the child elements are shown arranged horizontally. This setting only applies to direct child elements.

Result

The new organization is created.

Outlook

You can now structure the organization using the Expand organization function.

You can view the organizational chart by clicking the Organizational chart tile in your My ELO area.