Review Organization Hierarchy Examples

Example A

The company PureWorks is a new PureSafety client. PureWorks imports their organizational hierarchy and all their employees into PureSafety. An employee of PureWorks, Bill Smith, is in the Southeast Division of the organizational hierarchy. The System Administrator creates a website user account for Bill Smith and gives him the Training Administrator role. This role allows him to create assignments, manage training, and run reports.
  • Client: PureWorks
  • Organizational Hierarchy: Southeast Division
  • Employee: Bill Smith
  • User Account: bill.smith
  • Role: Training Administrator

Example B

PureWorks, a PureSafety client, hires a new employee, Bill Smith. Bill has been hired in the Southeast Division, in the Atlanta, GA office. In the organizational hierarchy, PureWorks is the parent unit for the company. The Southeast Division is a unit under PureWorks. Atlanta is a unit under the Southeast Division. Bill is placed in the Atlanta Unit of the hierarchy. Bill has been hired to be the Training Supervisor for the Atlanta office. Bill is added to a group called Training Supervisors that includes each office's training supervisor.
  • Bill receives training assignments as they are made to PureWorks as a whole company, assignments to the Southeast Division as a whole, assignments to the Atlanta unit, and assignments made to the Training Supervisor group.
  • Bill is later transferred to the Seattle, WA office in the Northwest Division to be the Office Manager. In PureSafety, on the Organization Directory screen, the system administrator moves Bill from the Atlanta unit to the Seattle unit and removes him from the Training Supervisors group, and adds him to the Office Managers group. Bill no longer has training associated with the Atlanta unit, Southeast Division unit, or Training Supervisor group. He also inherits training associated with the Northwest Division unit, the Seattle unit, and the Office Managers group. He retained any training assigned to him individually or to the company, PureWorks, as a whole.