Company unit management > Assign employee to company unit

Assign employee to company unit

When you build your company unit, you will need to assign the appropriate employees to each unit. This will enable you to make the most of your company unit hierarchy. For example, when using certain reports, you will be able to select a parent company and this will filter the report on that parent, and all child company units and their associated employees.

To assign an employee to a company unit:

1. From the main menu, select Administration > Instance Management > Module - Company Unit.

   The Module - Company Unit screen appears.

2. Click the company unit you want to assign employees to.

   An editing dialogue box for the company unit appears.

3. Click the Add Employee link.

   The Employee Search window appears.

4. Search for the employee you want to assign to the group.
5. Click next to the employee you want to assign.

   Your employee will now appear in the editing dialogue box for the company unit.

6. Repeat the above procedure until you have assigned all the employees to this company unit.
7. Click Save.