Creating Organization Hierarchies
You can create all types of organization hierarchies in two ways:
- using the Organization Hierarchy window
- using the Organization Hierarchy Diagrammer
The Hierarchy Diagrammer, included with Oracle HRMS, enables you to create your organization hierarchies graphically and make intuitive drag-and-drop changes to them.
See: Hierarchy Diagrammers
This topic explains how to use the Organization Hierarchy window. Always define hierarchies from the top organization down.
Prerequisites
Define the top organization in the hierarchy, and at least one organization subordinate to it.
To set up a new organization hierarchy:
1. Enter a unique name, and check Primary if it is your main reporting hierarchy.
2. Enter the version number and start date for the hierarchy.
You can copy an existing hierarchy. See: To copy an existing hierarchy, below.
3. Query the top organization name into the Organization block.
4. In the Subordinates block, select the immediate subordinates for the top organization.
5. To add organizations below one of these immediate subordinates, check the Down check box for the organization.
The Organization block now displays the organization you selected. You can add subordinates to this organization. To return to the previous level, check the Up check box.
Attention: The list of organizations from which you can select in the Subordinates block includes organizations that are already in the hierarchy. If you select such an organization, you will move it and all its subordinates within the hierarchy.
See: Changing Organization Hierarchies
To create a new version of an existing hierarchy:
1. Query the name of the hierarchy.
2. In the Version field, use the Down Arrow to move through existing versions of the hierarchy until you reach a version number for which no other data appears. Enter the start date for the new version.
Note: Overlapping versions of a hierarchy cannot exist. Whenever you enter a new version of a hierarchy, the system automatically gives an end date to the existing version. Oracle HRMS retains the records of obsolete hierarchies so you do not lose historical information you may need.
You can copy an existing hierarchy. See: To copy an existing hierarchy, below.
3. Query the top organization name into the Organization block.
4. In the Subordinates block, select the immediate subordinates for the top organization.
5. To add organizations below one of these immediate subordinates, select the Down check box for the organization.
The Organization block now displays the organization you selected. You can add subordinates to this organization. To return to the previous level, select the Up check box.
To copy an existing hierarchy:
1. Enter or query the name and number of your new hierarchy version and choose the Copy Hierarchy button.
2. Select the name and version number of the hierarchy you want to copy.
Details of this hierarchy then appear in the Organization and Subordinates blocks. You can change these.
See Also
Changing Organization Hierarchies
