Organization Page Overview

When creating or editing organizations, the page layout may vary based on several factors. This means the interface might look different each time you access it. Below, we’ll explain the types of views you may see and how to navigate them.

• Create New Organization
• Edit an Organization
• Deactivate an Organization

Create New Organization 

The Create New Organization tab allows administrators to create new parent or subordinate organizations. 

From the Create tab, the Organization Information section will appear. The fields with asterisks are required. 

1. Enter the Organization Name. 

   • Required field for entering the full name of the organization.
   • Supports up to 500 characters and allows specific special characters.
   • This is the name that will appear throughout USA Performance.

   

2. Enter the optional Organization Short Name. 

   • The Organization Short Name can be the organization’s acronym.

   • Supports up to 200 characters.

   • Useful for display in condensed areas or reports.

3. Enter the Import Code. 

   • The import code could be an organization code but must be unique within the agency

   • Optional alphanumeric code (up to 32 characters).

   • Used for system imports, data mapping, and integration with HR systems.

   

4. Select a Parent Organization Name from the drop-down menu. 

   • If this is the parent organization, select None selected.  
   • If this is a sub-organization, the parent organization displays as the default.

   • Determines where the organization will sit within the Organizational Tree View.

   

5. If the organization should have the same permissions as the chosen parent organization, check the box to select Organization as the same permissions as (Parent Organization Name). Permissions may be edited on the Permissions tab.

   Note: Select the permissions that you wish to grant to this organization’s administrators. If a permission is revoked from this organization, it will also be revoked from any subordinate organizations. This feature appears based on your user system permissions to see the functionality.

Action Buttons

• Save Organization

  • Saves the new or updated organization details and adds it to the agency’s organizational structure.

• Deactivate Organization

  • Marks the organization as inactive, preventing new assignments to it while preserving it for historical reference.

  • Click to confirm the action. You will receive a confirmation message. If you need to cancel, click No, Cancel to cancel this action.

• Cancel

  • Discards changes and returns the user to the previous screen without saving.

Edit an Organization

The Edit New Organization tab lets administrators update parent or subordinate organization details, similar to the Create Organization tab. A new field, Organization Seal, allows agency admins to upload a unique seal after creating the organization. Each level can have its own seal, regardless of parent assignment. Uploads must be under 4MB and in .jpg, .jpeg, .gif, or .png format. Admins can also select which performance plan templates show the seal. 

1. In the Organization Seal field, click Browse. Select the desired file. The maximum file size allowed is 4 MB. Accepted file formats include .jpg, .jpeg, .gif, and .png only.

2. A preview of the seal will appear. 

   

3. Click Save Organization. A success message will appear. 
4. To remove the seal, please click Remove Current Seal. The seal will be removed, and you will receive a confirmation. 

Deactivate an Organization

1. From the Edit tab, click Deactivate Organization.

   

2. Click Yes, Deactivate to confirm the action. You will receive a confirmation message. If you need to cancel, click No, Cancel to cancel this action.