Namely Toolkit: Org Units

Take control of your company's Organizational Structure with Org Units! This toolkit includes resources on assigning org units, percent-based allocations, org unit dependencies, and more!

Learn how to organize your employees into office locations, departments and divisions with unified Org Units!

GETTING STARTED

Take Advantage of Org Units! 

1. Benefits of Org Units - Org Units streamline the process of categorizing your employees and building an organizational structure. Read this guide to better understand how this enhancement unifies our platform, allows for percent-based allocations, effective dating and more! 

Your Site Has Been Updated, Now What? 

The org unit enhancement can impact data and other functions in HRIS, depending on how you leveraged different features with your organizational structure. These resources will help guide you through some items to consider.

1. Payroll Demographics Available in HCM  - Some clients had the Org Units update applied to their site by moving Payroll Demographics to HCM. This article goes over changes these clients can expect in their site and provides some special considerations to review. 

2. Org Units: Dependencies to Consider and Review - Before you make any changes to your company's Organizational Structure, we recommend reviewing these items to understand any potential downstream impact.

3. Using Open API with Org Units - If you use our Open API to integrate Namely with other software, you may need to reconfigure some endpoints.

USING ORG UNITS

Now that you've had the Org Unit update released on your Namely site, and you've reviewed your company setup, data, and features to ensure any potential Org Unit dependencies have been addressed, it's time to start using them! 

Managing and Assigning Org Units

1. Org Types and Org Units - Learn how to create, edit and delete org units and org types. 

2. Assigning Org Units (Without Allocations) - Assign your employees to different org units to build out your organization's structure.

3. Assigning Org Units (With Allocations) - Do you have employees who split their work between different org units? Read this article to learn how to assign percent allocations, for improved job tracking.

4. Assigning Classes to Employees - If you manage your company's benefits in Namely, this article will teach you how to assign benefits classes to your employees. 

Leveraging Org Units and Teams

1. Custom Teams vs Org Units - Make sure you're using the right tools to organize your employees. Org Units build your organization's structure, while Custom Teams are great for things like committees and councils within your company. Read this article to ensure you're leveraging our features best! 

Org Units Data and Reporting

1. Navigating Namely: People and Teams - View your company directory and Org Chart for a bird's eye view of your company's organizational structure. 

2. HRIS Imports: Org Unit and Class Imports - If you'd like to make bulk changes to your Org Units, you can use our import tool in HRIS! 

3. Delete Org Unit Assignments - Need to delete an org unit assignment? It's a snap, we promise! 

4. Org Unit Change Audit Report - Track changes made to org units using our audit reporting feature! 

5. Org Unit Allocation Audit Report - Just like the above report! This one tracks changes made to org unit allocations.

FREQUENTLY ASKED QUESTIONS

What are the main differences between Org Units/Teams and Custom Teams in Namely?	What is a primary org unit assignment?
Can you apply percent allocations to custom org types?	Will an employee's Division sync to Namely Payroll?
How can I update a department name in HRIS?	How can I update my employee's department or division?
What reports show employee org unit allocations?	Why aren’t my employee’s allocated department assignments displaying in the company org chart?
How do I delete an org type?	How do I delete company-level divisions?
Can I report on future-dated Org Units?	Can I download my company's Organizational Chart?