Organizational Units

Organizational Units
Name:	Organizational Units
Tech Name:	OrganizationalUnits
Class Name:	OrganizationalUnits
Type:	Standard
Template:	Security_groups, Assignable, Basic
Custom Module:	No
Auditable:	Yes
Importable:	No
Reportable:	Yes
Hide module on Main Page:	No

Short Description

A collection of organizational cells managed by a supervisor

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Business Description

Organizational unit is a collection of organizational cells managed by a supervisor.

The system allows creating a hierarchical structure of organizational units.

In the record's creation and edit view, user can choose the organizational unit type from values such as: Standard, Department, Business Unit, Team, Other.

In addition, user can specify the parent unit, supervisor and current manager.

Organizational unit record detail view contains the following subpanels:

• Employees - with the list of employees working in the organizational unit,
• Users - with the list of users associated with the organizational unit,
• Roles - with the list of roles related to the organizational unit,
• Member Units - with the list of subordinate units,
• Member Positions - with the list of job positions in the organizational unit,
• Onboarding/Offboarding Elements - with a list of tasks, trainings or interviews related to the onboarding or offboarding process for a given organizational unit.

Organizational Units perform two functions in the system. They meet the business need because they are a reflection of organizational units in the company. Additionally, they are used to control permissions in the system. More information about the last function can be found at the Organizational Unit Management and Organizational Units Settings sections at the Users Configuration page.

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Custom Actions

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Processes

Related Processes

Process	Short Description
Job Description	The description of the functionalities associated with workplace
News	How to create an announcement or reminder for employees
Offboarding	How to start and conduct an offboarding process
Onboarding	How to start and conduct an onboarding process

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Related Process Steps

Process	Step Title	Short Description
Administration Guide	Users Configuration	Users create, edit, activate and deactivate users in MintHCM.
Administration Guide	Delegations Locale	Simple reference module to set and store data on basic costs of travelling to certain countries.

Related Features

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Affected by

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Initiating

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Related Integrations

Structure

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Fields

Name	Type	Required	Validations	Visible	Editable
Assigned to	relate	No		Yes	Yes
Created by	relate	No		Yes	No
Current Manager	relate	No		Yes	Yes
Date Created	datetime	No		Yes	No
Date Modified	datetime	No		Yes	No
Description	text	No		Yes	Yes
Modified by Name	relate	No		Yes	No
Name	name	Yes		Yes	Yes
Parent Unit	relate	No		Yes	Yes
Supervisor	relate	No		Yes	Yes
Type	enum	Yes		Yes	Yes

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Relationships

Laft	Type	Right	Short Description	Relationship
Employees	one-to-many	Organizational Units	One Employees record can have many related Organizational Units records, but a specific Organizational Units record can be related to only one Employees record.	Relationship: Employees - OrganizationalUnits
Organizational Units	one-to-many	Organizational Units	One Organizational Units record can have many related Organizational Units records, but a specific Organizational Units record can be related to only one Organizational Units record.	Relationship: OrganizationalUnits - OrganizationalUnits
Users	one-to-many	Organizational Units	Specific Sugar user can modify many account records, but specific account record last modification was performed by specific user.	Relationship: Users - OrganizationalUnits
Users	one-to-many	Organizational Units	Specific Sugar user can create many account records, but specific account record can be created by only one user.	Relationship: Users - OrganizationalUnits
Users	one-to-many	Organizational Units	Specific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.	Relationship: Users - OrganizationalUnits