Organizational Levels

Organizational Levels are how the company is split into groups. Common designations are Fund->Department->Program→Service, but this can be anything. Under the different levels, employees can be further split into smaller groupings to assign specific supervisors to smaller groups within that level.

For Example: Under Department, there might be groups with the same department number, but named "DepartmentA-SupervisorA", "DepartmentA-SupervisorB", "DepartmentA-SupervisorC", etc.. then employees can be broken out specific to those supervisor groups.

This is usually set up during the initial install, but sometimes changes are made later. If a level needs to be added before any existing level, contact support@rtvision.com as this would need to be done on the database side. Additional levels can be added at the end of all other existing ones. Some payroll exports expect these levels to be set up for them specifically. Let support@rtvision.com know if you have any questions regarding this.

While in ‘Administration’ select the ‘Organizational Levels’ tab.
Click ‘Add Organizational Level’.
Give the level a ‘Name’ and an 'Abbreviation.
Select the Organization Level that should be the parent of the new organizational level - i.e. Fund might be the parent level for Department.
1. Add the levels in order from highest to lowest.
2. All levels except the topmost must have a parent.
3. All levels should be a parent to at most one level (You cannot have multiple levels with the same parent, 1 child only rule.)
Click ‘Add this Organizational Level’.