OrgPlus can also handle data with a hierarchy that cannot be processed using only the ôReports Toö and ôPositionö fields. For example, you may use an OrgUnit hierarchy, in which the reporting structure is defined by organizations within the enterprise and then by positions within the organizations.
If the Primary Position in your hierarchy is the OrgUnit and each OrgUnit reports to a ParentOrgUnit, you can define a Secondary Hierarchy to chart the reporting structure within each Orgunit.
The following chart was created by adding a secondary hierarchy in which Supervisor ID reports to Department ID:
|
Position ID |
Supervisor ID |
Department ID |
Parent Department ID |
Name |
Title |
|
500 |
|
1 |
|
Chris Phillips |
President & CEO |
|
501 |
500 |
1 |
|
Lynn Brewer |
Chief Financial Officer |
|
100 |
|
2 |
1 |
Tina Nomura |
Chief Operations Officer |
|
101 |
100 |
2 |
1 |
Cathy Fineran |
Facilities |
|
102 |
100 |
2 |
1 |
Dan Handalian |
Human Resources |
|
300 |
|
3 |
1 |
Larry Stevens |
Vice President |
To define a Secondary Hierarchy
|
1 On the Verify Hierarchy page of the Import Wizard, click the Advancedà button. The Advanced Hierarchy Options dialog box displays.
2 Select the Secondary Hierarchy: radio button. 3 Use the Position: and Reports To: drop down menus to define the reporting structure of the secondary hierarchy. 4 Click OK to close the dialog box and review your new hierarchy in the Import Wizard. |
If your data contains a hierarchy of OrgUnits (or departments), you can identify a Chief Position within each OrgUnits in order to build a hierarchy. For example, importing the data below results in the chart that follows.
|
OrgUnit |
ParentOrgUnit |
ChiefPosition |
Name |
Title |
|
1 |
|
1 |
Chris Phillips |
President & CEO |
|
1 |
|
0 |
Lynn Brewer |
Chief Financial Oficer |
|
2 |
1 |
1 |
Tina Nomura |
Chief Operations Officer |
|
2 |
1 |
0 |
Cathy Fineran |
Facilities |
|
2 |
1 |
0 |
Dan Handalian |
Human Resources |
|
3 |
1 |
1 |
Larry Stevens |
Vice President |
To define a Chief Position
|
5 On the Verify Hierarchy page of the Import Wizard, click the Advancedà button. The Advanced Hierarchy Options dialog box displays.
6 Select the Define Chief Position: radio button. 7 Click the Conditionà button. The Advanced Hierarchy Conditions dialog box displays.
8 Select ChiefPosition from the Field Name: drop down menu. 9 Use the Comparison: and Contents: drop down menus to specify the your conditions. 10 Click OK to close the dialog box and review your new hierarchy in the Import Wizard. |
