Set Up Your Organization's Hierarchy

Identify all the components in your organization on which you need to report or to which you want to assign training.

For example, the components can be companies, divisions, locations, departments, or job titles.

Create an organization unit for each of these components.

Add employee data into PureSafety and associate employee records with the appropriate organization units.

You can provide this information using the methods below.

You can create employee records and type their information manually.
You can import employee data from a spreadsheet or other .csv file, using the import functionality in PureSafety.
You can transfer employee data from a human resources information system or another employee management system using the Employee Web Services available with PureSafety.
For more information about the Employee Web Services, see the PureSafety Employee Web Services Guide, available from PureSafety Customer Support.

Note: Most customers choose an automated method, such as the import or the Employee Web Services.

If you need to make changes, drag and drop employees to the appropriate organization unit.

Assign security roles to your employees.

Once you have set up the hierarchy, you need to maintain it and update employee information, as needed. For example, when new employees start, others leave, or their demographic data changes, you may need to update their information.

You can update employee information using the methods below.

You can update employee records in PureSafety manually.
You can import employee data from a spreadsheet or other .csv file, using the import functionality in the PureSafety, on a weekly or monthly basis.
You can transfer employee data from a human resources information system or another employee management system using the Employee Web Services available with PureSafety

Note: Most customers choose an automated method, such as the import or the Employee Web Services.