CrunchTime! TalentLink gives administrators and managers who have appropriate permissions the ability to make changes to their campus hierarchy. Administrators with the Manage Hierarchy permission will see Hierarchy in the Settings tile on Campus Home:
How It Works
Your campus, groups, subgroups, and locations are shown in a familiar tree structure.
Click the carat at the main campus level to:
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Add group
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Add location
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Edit Group
Click at the group level to:
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Add group
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Add location
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Edit Group
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Move Group
Click at the location level to:
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Edit location (includes deactivation)
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Move location
Permission to use this feature must be explicitly granted in the Set Permissions module. Any user with the Manage Hierarchy permission can create new locations, so we recommend giving this permission sparingly.
Groups and Locations are always shown in alphabetical or numerical order within their level in the hierarchy.
Hierarchy Levels
Five levels are used in a hierarchy: campus, sub-campus, group, subgroup, and location.
The campus is the highest level.
You can have as many groups or locations as you need directly under your main campus but caution is suggested because a large hierarchy can be difficult to manage.
Each group under your main campus can have up to 12 subgroups and each of those subgroups can have up to 12 sub-subgroups. You can continue building your hierarchy out in that manner creating as many locations as you need. Once again, be careful that you do not build a hierarchy that is too difficult to manage. Feel free to contact your Customer Support team for suggestions for creating a manageable hierarchy.
The following chart shows what goes under what in the hierarchy levels:
Level |
Under this level |
Campus |
Sub-Campus, Group or Location |
Sub-Campus |
Group or Location |
Group |
Subgroup or Location |
Subgroup |
Subgroup or Location |
Location |
Nothing comes under a location (the employees are in this level) |
Making Locations Inactive
Locations are rarely deleted because deleting a location with active or inactive users would leave those users orphaned and unfindable. Instead, follow these steps to make a location inactive:
- Locate the desired location in the hierarchy.
- Click the down arrow next to the location's name and select Edit Location.
- In the Edit Location screen:
- Uncheck Include in Statistics to remove the location from all reports.
- Click the Deactivate button to change the location status to inactive.
- Finally, click Save to apply the changes.
Inactive locations will appear in red, making them easily recognizable in the hierarchy.
- Some customers prefer to move inactive locations into a "Closed Locations" Group for better organization, although this step is optional.
- Removing a location from Include in Statistics ensures it no longer impacts reporting.
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