Complex Hierarchies

OrgPlus can handle data with a hierarchy that cannot be processed using only the ReportsTo and Position fields. For example, you can use an OrgUnit hierarchy, in which the reporting structure is defined by organizations and then by a position hierarchy within each organization.

OrgUnits Containing Position

If the Primary Position in your hierarchy is the OrgUnit and each OrgUnit reports to a ParentOrgUnit, you can define a Secondary Hierarchy to chart the reporting structure within each Orgunit.

The following chart was created (using the table below) by adding a secondary hierarchy in which Supervisor ID reports to Department ID:

 Position

Super-visor

Department

Parent Dept.

Name

Title

500

 

1

 

Chris Phillips

CEO

501

500

1

 

Lynn Brewer

CFO

100

 

2

1

Tina Nomura

COO

101

100

2

1

Cathy Fineran

Facilities

102

100

2

1

Dan Handalian

HR

300

 

3

1

Larry Stevens

VP

Click to enlarge

To define a Secondary Hierarchy:

1        On the Verify Hierarchy page of the Import Wizard, click the Advanced… button to display the Advanced Hierarchy Options dialog box.

Click to enlarge

2        Select the Secondary Hierarchy: radio button.

3        Use the Position: and Reports To: drop down menus to define the reporting structure of the secondary hierarchy. 

4        Click OK to continue with the import process.

OrgUnit Containing a Chief Position

If your data contains a hierarchy of OrgUnits (or departments), you can identify a Chief Position within each OrgUnits in order to build a hierarchy. For example, importing the data below results in the chart that follows:

OrgUnit

ParentOrgUnit

ChiefPosition

Name

Title

1

 

1

Chris Phillips

CEO

1

 

0

Lynn Brewer

CFO

2

1

1

Tina Nomura

CFO

2

1

0

Cathy Fineran

Facilities

2

1

0

Dan Handalian

HR

3

1

1

Larry Stevens

VP

 

Click to enlarge

 

To define a Chief Position:

1        On the Verify Hierarchy page of the Import Wizard, click the Advanced… button to display the Advanced Hierarchy Options dialog box.

Click to enlarge

2        Select the Define Chief Position: radio button.

3        Click the Condition button to display the Advanced Hierarchy Conditions dialog box.

Click to enlarge

4        Define the criteria for identifying chief positions.

5        Click OK to finish defining the condition.

6        Click OK to continue with the import process.