What is a primary org unit assignment?

If your organization is using percent allocations to track employee costs across multiple org types (Office Location, Department, or Division), you must assign employees a primary org unit for each org type.

The primary org unit assignment is used for the majority of features in Namely, like:

• Filtering employees on the People page

• Most reporting and analytics dashboards

• Sending eSignature documents by org unit

• Creating approval paths in workflows

You can assign a primary org unit to an employee on the Org Units page of their profile.