Hierarchy is the way that you organize your company structure and visibility. There are two parts to hierarchy, organization and sites, also previously known as above and below sites above site hierarchy.
Hierarchy is used for reporting, people module, stats, and checklist admin visibility.
Organisational hierarchy
🤓 Tip: For more information on how to make changes to the above site hierarchy follow this article.
Organisation hierarchy is like the big picture structure for those in charge of overseeing one or multiple sites. For instance, if someone's job involves supervising a site they don't work at, they fit into the organisational level.
For example if an Area Manager needs to keep an eye on multiple sites they'd use the organizational hierarchy to do this.
An important thing to remember is that the organisational hierarchy relies on fixed manual rules. So, if the Area Manager leaves the company and a new one comes in, you'll need to update the organizational hierarchy to reflect this change.
Site hierarchy
🤓 Tip: For more information on how to make changes to the site hierarchy follow this article.
Site hierarchy | Description |
Your position into site hierarchy | For example, if you're a manager responsible for a single site, you're at the top of the site hierarchy |
Configuration Rules | The site hierarchy is all about setting up rules for what happens at a specific site. It's based on positions and divisions, and it can be customised for each site if needed. |
Automatic Updates | For example the Assistant Manager leaves and gets replaced, the system will automatically update the hierarchy. This also works if they get promoted to a different role. |
Keep It Simple | Don't make the hierarchy to complicated by adding too many rules, it's easier that way to manage your hierarchy. |
The -1 Rule | The -1 rule helps gather users not covered by the configuration rules. For example, if the General Manager should oversee the Assistant Manager, and the Assistant Manager should oversee all other users, you can use the -1 rule.
By applying the -1 rule correctly, you ensure that any unassigned users are still included under the appropriate management level. |