Departments and organization structure
An organization can be set up with an organization structure that consists of departments, that can be used as a base for the approval structure.
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The organization structure can be managed via list or update. When doing an update the full structure can be used as payload or just parts of the structure.
{
"id": "d5b1f808c078424cab77434e77cc9005",
"externalSourceId": null,
"name": "Headquarter",
"description": "The money factory",
"approvers": [],
"ownerId": null,
"costCenterId": null,
"projectId": null,
"vatType": "USE_CATEGORY",
"presetValues": [],
"level": 0,
"subUnits": [
{
"id": "ab65911e52e64e729a6f8fb95116ecf5",
"externalSourceId": null,
"name": "HR",
"description": "People and culture",
"approvers": [],
"ownerId": "d5b1f808c078424cab77434e77cc9005",
"costCenterId": null,
"projectId": null,
"vatType": "USE_CATEGORY",
"presetValues": [],
"level": 1,
"subUnits": []
},
{
"id": "715430be31674cb48de4c5e7fe7dded2",
"externalSourceId": null,
"name": "R&D",
"description": "",
"approvers": [],
"ownerId": "d5b1f808c078424cab77434e77cc9005",
"costCenterId": null,
"projectId": null,
"vatType": "USE_CATEGORY",
"presetValues": [],
"level": 1,
"subUnits": [
{
"id": "9ae57f6d3d0f4b5f9063221148b24b68",
"externalSourceId": null,
"name": "Core",
"description": "",
"approvers": [],
"ownerId": "715430be31674cb48de4c5e7fe7dded2",
"costCenterId": null,
"projectId": null,
"vatType": "USE_CATEGORY",
"presetValues": [],
"level": 2,
"subUnits": []
},
{
"id": "54541c685f21480984d55a1cb97e6594",
"externalSourceId": null,
"name": "New Initiatives",
"description": "",
"approvers": [],
"ownerId": "715430be31674cb48de4c5e7fe7dded2",
"costCenterId": null,
"projectId": null,
"vatType": "USE_CATEGORY",
"presetValues": [],
"level": 2,
"subUnits": []
}
]
}
],
"organizationId": "8ab28c4e7a3cd3e6017a3f765d7902eb"
}
As displayed above a tree structure can be used with thesubUnits
and level
Set department on a user
Fetch the id
from the organization structure list (described above) and add it to the field organizationalUnitId
when creating or updating a user.
[
{
"id": "8a5c9c38923312df019233457a0504e2",
"title": "National Creative Technician",
"department": "Deportes",
"organizationalUnitId": "ab65911e52e64e729a6f8fb95116ecf5",
"employeeId": "17",
"firstName": "Helmer",
"lastName": "Parisian",
"isAdministrator": false
},
{
"id": "8a5c9c38923312df019233426fd304de",
"title": "Legacy Response Executive",
"organizationalUnitId": "d5b1f808c078424cab77434e77cc9005",
"employeeId": "481",
"firstName": "Fabian",
"lastName": "Gislason"
}
]
The result:
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Approval on organization structure
To set up approval based on departments you first need to activate approval in the admin web client.
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Approval can be configured based on organization structure or dimension, make sure organization structure is enabled.
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A approvers
section is now available for updating who is approving the department. To address an approver the users personID
is to be used.
{
"id": "d5b1f808c078424cab77434e77cc9005",
"name": "Headquarter AB",
"description": "The money factory",
"approvers": [
{
"id": "5f27462ab79940878212ec56f8a9ef59",
"amountLimit": null,
"sortOrder": 0,
"personId": "8a5c9c38923312df019233426f7d04dd"
}
],
"presetValues": [],
"level": 0,
"subUnits": [
{
"id": "ab65911e52e64e729a6f8fb95116ecf5",
"name": "Human Resources",
"description": "People and culture",
"approvers": [
{
"id": "81c8fdc7ced649fda4796bbe1c2cb2b9",
"amountLimit": null,
"personId": "8a5c9c38923312df019233426f7d04dd"
}
],
Updated 5 months ago