Understanding organizational and location hierarchy

Understanding organizational and location hierarchy

Upline managers can update the Manager mapping and Work location mapping of their team members through the mobile app if allowed as per setup. This feature allows managers to dynamically distribute employees based on the requirements in the market place / across locations. Two hierarchies are used to manage who can update what data - Organizational hierarchy which is based on the manager mapping and Location hierarchy.

Organizational Hierarchy


As shown in the image above the organizational hierarchy is created based on the reporting structure. Every employee is mapped to a Manager.

In the example shown above the senior most person is Nipun - he can change the mapping of any of the 6 employees below him. While Rupa can edit records of only Dinesh, Roshni, Surendar and Abhay and Roshni can edit only Surendar or Abhay's records.

Locations Hierarchy


Location hierarchy is created based on the mapping of each location with a parent location.

If we superimpose the location hierarchy and assume the following scenario

LocationLocation TypeEmployee(s)
MumbaiBranch OfficeNipun
Mumbai CityCity OfficeRupa, Dinesh, Roshni
ThaneCity OfficeBhaskar
BandraOutletSurendar
Andheri WestOutletAbhay

Then -
- Nipun can transfer employees from any location to any other location
- Rupa can transfer Dinesh / Roshni / Surendar / Abhay across Mumbai City, Bandra and Andheri West but cannot transfer them to Thane or Mumbai (Branch Office)
- Roshni can transfer Surendar / Abhay but only between Bandra and Andheri West locations.

Basically Managers can change the work location and manager mapping only for the team below them and only within the locations mapped under them.

 

 



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