Administrators assigned with the Organization Structure permission has access to create and manage the organization hierarchy subordinate organizations The USA Performance Program Office creates the agency, also known as the parent level, at the highest organization level. Agency administrators will then create the lower organizational structure.
Organizations
Each organization is considered a parent level; therefore, any organization may have subordinate organizations. You must first create parent organizations prior to creating sub-organizations at the child level. Organizations can be created and viewed in two ways: Tree View and Table View.
- Click Admin.
Click Manage Organizations under System Configuration.
- The Organizations – Tree View tab and Organizations – Table View tabs appear. The Organizations – Tree View tab defaults as open.
Organizations – Tree View
To view the hierarchy level from the Organizations – Tree View tab, click the arrow next to the organization name and import code. This will expand the organization structure to show any subordinate organizations.
Click the arrow next to the name of a sub-organization to expand. Upon opening a sub-organization, a list of active employees and administrators will appear. The tables will not display deactivated users. You may click the names of the employees and administrators to access the user profile.
To create a new organization, click Create New Organization. The Create tab will open.
To create a new sub-organization, click Create Child Organization. The Create tab will open.
To edit an organization, click Edit. The Edit tab will open.
Organizations – Table View
The Organizations – Table View provides the ability to see the organization structure in a table format listing the organization, the parent organization, import code, and the organization status. Organizations can be sorted and filtered for viewing. This area also provides the ability to view the inactive organizations. New organizations can be created and edited from this area.
- Click Admin.
- Click Manage Organizations under System Configuration.
- The Organizations – Tree View tab and Organizations – Table View tabs appear. The Organizations – Tree View tab defaults as open. Click Organizations – Table View.
The Organizations – Table View tab will list all the active organizations.
To view/display inactive organizations, click Include Inactive Organizations.
To create an organization, click Create New Organization. The Create tab will open.
To edit an organization, click the Organization name. The Edit tab will open.