⚠️Important: The organisation structure has to be created first. Then the division, section, sub-sections and posts can be also created. Any changes made to the organisation structure should be highlighted to payroll to copy the configuration in their system. If you use file imports for the rota, please contact us with the required site ID for new sections to allow your files to import correctly.
Create a new organisation structure
To create a new organisation structure, follow the below steps:
Click on Organisation Structure, usually found within Configuration or Admin Menu.
Click Add department then complete the following details:
Description: Name of the organisation structure.
Code, this should be unique per section else you may encounter issues in payroll.
Address details.
Click Save.
Create a new division
To Create a new division, follow the below steps:
Click into the Organisation structure.
Click Add Division then add all the below details:
Department: Name of the organisation structure
Description: Name of the Division
Code, this should be unique per section else you may encounter issues in payroll.
Address details.
Click Save.
Create a new section
To create a new section, follow the below steps:
Click into the division that you want to add a section for.
Click Add Section, then add the below details:
Department.
Division.
Description.
Code, this should be unique per section else you may encounter issues in payroll.
Address details.
Click Save.
Create a new subsection
To create a new subsection or post, follow the below steps:
Click into the required section.
Select Add Post or click Add Subsection.
Fill out the details then click Save.
⚠️Important: For rota customers that newly created sub sections will only appear on rotas created after the creation of the sub section.