Overview tab

View and edit a list of organizational units for your company.

General tab

View and edit the information about the organization unit selected on the Overviewtab.

Human Resources

View and edit registration and routing information associated with the organization unit selected on the Overviewtab.

Address tab

View and edit the addresses associated with the organization unit selected on the Overviewtab.

Contact info tab

View and edit contact information associated with the organization unit selected on the Overviewtab.

Dimension tab

From the drop-down lists, select field dimensions for the organization unit selected on the Overviewtab.

Expired

Select this check box to display only expired records in this form.

Active

Select this check box to display only active records in this form.

Future

Select this check box to display only future records in this form.

Tree control

Select this check box to open the tree view. By selecting or clearing this check box, you can view the organization units either as a hierarchy in a tree view or as an overview.

Organization unit

Identify the organization unit. After you create the unit, you cannot change the value. Instead, you must delete it and create a new organization unit with the correct information.

Address book ID

Displays the directory ID that is associated with the selected organization unit.

Description

Enter or select a description for the selected organization unit.

Parent Organization Unit

Parent unit to which the unit is subordinate.

Short code

Enter a unique code of up to 5 characters identifying the organization in Payroll reports.

Note
This field is available only if you are using Payroll.

Valid from

The date when the organization becomes active.

Valid to

The day after the day when the organization becomes inactive.

Person in charge

Select the employee who is responsible for the unit. Select from the staff employed in the unit.

Routing number

Enter the company registration number.

Tax exempt number

Enter the company tax exempt number.

Branch/Subsidiary

Identify branch/subsidiary used with tax exempt number.

DVR

Enter the data processing registration number of the company.

Our delivery number

Enter the company's account number with the mail or parcel delivery service.

Activity code

Enter the identification code of the financial activity group.

Primary

Select this check box to mark the address record as the primary address for the organization unit.

Payroll uses the address for the highest organization unit in your organization hierarchy for W2 reports (U.S. only), T4 reports (Canada only), and paychecks.

Name

Enter the name for the address record for the selected organization unit.

Street name

Enter the street name of the address.

ZIP/postal Code

Enter the ZIP/postal code district.

City

Enter the city for ZIP/postal code.

County

Enter the county in which the address is located.

State

Enter the state in which the address is located.

Country/region

Enter the unique identification of the country/region in which the address is located.

Type ID

Enter the type ID for the contact information that is associated with the selected organization unit.

Status

Select the status of the contact information for the organization unit.

Communication

Enter a URL or an e-mail address for the organization unit.

Department

Dimensions of the unit. Dimensions are used both for reporting and as default values for the strategic plans attached to the unit.

Cost center

Dimensions of the unit. Dimensions are used both for reporting and as default values for the strategic plans attached to the unit.

Purpose

Dimensions of the unit. Dimensions are used both for reporting and as default values for the strategic plans attached to the unit.

Setup

Enter or view additional information about the selected organization unit, such as address information.

Functions

Create or update date effective records.

Position

Display the positions attached to a unit.

Job

Create or update jobs.

Strategic plans

Display strategic plans related to the current unit.

Note
Strategic plans for subordinate units are not displayed.

Total

Calculate the number of employees affiliated with the current unit.

Head count

Enter the number of full-time employees that are employed in the organization unit and view the total head-count cost.

Note
This button is available only if you are using Human Resources.

Move employees

Move one or more employees from one organization unit to another.

Note
This button is available only if you are using Human Resources.