¶ Organisation
¶ Why do I need to map my organisation in 2getHR?
The organisation is decisive for the approval process of holidays and absences as well as expenses.
Furthermore, only heads of department or deputies can be defined as interviewers in the appraisal interview.
¶ How do I create an organisation?
Under Company / Organisation you first create the individual departments.
Name = Name of the department.
In a first step, you leave superordinate organisational units empty. Only when all departments have been created can you map this.
Here you do also enter the employees who work in the respective organisation. Attention: each employee can only be assigned to one department due to the approval process.
Meaning of the selection boxes:
1 = we recommend this e.g. for the management. Holidays are mapped, but are automatically approved.
2 = the head of department receives a holiday entry of the employee concerned.
3 = the entire team receives a calendar entry when a staff member is absent.
¶ What do I need to enter a proxy for?
It makes sense to define a deputy for three reasons:
- If the head of department is unexpectedly absent, there is a second person with the same rights.
- The deputy approves the head of department’s holidays.
- The deputy conducts the appraisal interview with the head of department.
¶ What happens if I have not entered a proxy?
Basically, all features work without a proxy.
¶ Do supervisors have to have the employee role “administrator” in order to be able to approve holidays / expenses or is it sufficient if they are recorded under organisation as department head?
It is sufficient if the employee is recorded as a department head in the organisation. Then he has the management functions for the corresponding department.