Introduction to the organizational structure
Introduction to the organizational structure
This is the top level of organizational structure. Sites represent the locations your people work in.
From the Site, Operating knows how many hours per week all Site members work – unless there are individual exceptions. That’s where you also decide which Holiday calendar is used.
If you only have one office in one location, you’ll be fine with the default Site – make sure the working hours and holiday calendars are in place and you’re done.
Quick video on sites
Introduction to Groups
Operating allows you to replicate your organization structure to the extent that it matters. You don’t have to add all teams, hierarchies and reporting structures, but if you want to see the reports in that way, please do so.
Here you can see an example of a company called MattiCo Five that has been formed after a merger of multiple agencies that continue to work as separated business units (CreativeCo, Rebel Unit, Rogue Bunch, and Company XYZ with two units inside of it). Their people are located across Belgium and France. They also work with Externals, which they have put in a group outside of the MattiCo Five hierarchy.
This allows:
This is what it looks like for Joy, a consultant who can do two different roles: analyst and producer work, depending on the project. Their group memberships are visible here in their admin drawer: the France group, highlighted with the dark colour, is the primary group. That’s where they get their weekly working hours and holidays from.
Joy is working for the Comms group inside Company XYZ. That’s why they also have the membership in Company XYZ and MattiCo Five.
Joy’s work will show up in many different reports, depending on what is being filtered for.
