In a lot of cases, reporting can take place at the level of a layer or organisational unit.

It is possible to skip a layer, as layer 2 in the image. There is only one division with four departments below it, but three departments (ADM, PZ, ICT) de not have a division. These departments are directly below the company EnYoi ICT Services. If you make a selection based on layer 2, the ADM, PZ and ICT departments will not be included. You can prevent this by including a 'dummy' division at level 2 and placing that above the ADM, PZ and ICT departments.

Normally an organisational unit reports to its parent organisational unit. However, reporting to another unit than the parent organisational unit is also possible.

Alerts and workflows use a certain routing via the organisation chart. For example, you can have an alert sent to the manager of an organisational unit. If you need a complex form of routing, you must use responsibilities.

The user group is based on user groups that you maintain in the Authorisation tool. You maintain the user groups independently from the organisation chart: if you employ an employee, you use the Start of employment wizard to place him in the organisation chart and use the Authorisation tool to put him into a specific user group. A promotion or job change often involves a change to the Authorisation tool.

However, you can also populate the groups in the Authorisation tool based on the organisation chart. This saves you from having to perform many manual activities. If an employee belongs to a specific organisational unit, he automatically ends up in an authorisation group via a selection. In this case the selection therefore functions as a link. The separate maintenance of the groups in the Authorisation tool is in that case largely a thing of the past.

In addition, the organisational units are important for the filter authorisation of employee data:

• Filter authorisation by organisational unit

  You filter by a specific organisational unit. For example, an employee can view employees of his own department, but not those of other departments.

• Filter authorisation by layer

  The employee can view the organisational unit that meets the filter criteria, plus all child units.

In Profit two data collections are available for the organisation chart:

• Organisation chart
• Organisation chart (Current data)

Information about the organisation chart is also available in other data collections (such as Employee/organisation chart), but if you need a report or analysis based on the organisation chart, the above data collections are likely to be the most suitable.