Department Hierarchy (Organizational Display only)
KEY TOPICS:
- View the System-created Department Hierarchy
- Build Department Hierarchy by Supervisor
- Review Demographics
- Assign Supervisor
- Note Regarding Department Hierarchy in a Master Plan
If you have selected the Organizational Display as the Organizational Profile for the plan, BALANCEaap offers a flexible set of tools, which are described below, for building the necessary Department Hierarchy.
View the System-created Department Hierarchy
If the Reports To column is populated on the Department Code table, balanceAAP will automatically create the Department Hierarchy for you, and the results are displayed on entry to this module.How the Department Hierarchy is Displayed
The hierarchy will appear in tree form on this page. Departments reporting to other departments will appear indented below the parent department.Department Hierarchy Tools
Expand or Collapse the Department Hierarchy Tree
Click the [Expand] button next to a department to display the reporting departments. Expand the entire tree by clicking Expand All. To hide a department’s details, click the [Collapse] button next to an expanded department, or click Collapse All.Search by Department or Employee
Using the Search drop-down in the header, enter part or all of the Department Code/name or an employee name in the Search field, and click Search. For all results, the department will appear highlighted in yellow. If multiple employee results are found by the system, all relevant departments will be highlighted.Edit the Department Hierarchy
Click the department name. A new edit window will open with following options:- None
- Department Code – Enter the department to which the selected department should report. When you see the parent department appear below the text box, click it to select it.
- Other – If the department reports to another location, choose this option. Enter the establishment name or location in the Reports to box.
Build Department by Supervisor
The Build Department Hierarchy by Supervisor link will be available in the tree header when the Roster table is populated with employee IDs identifying supervisors.
Order System Rules for Building Hierarchy
balanceAAP relies on the following rules:- Use the department of the supervisor with the highest EEO category
- Use the department of the supervisor with the highest salary
- Use the department that is most common among the supervisors
balanceAAP will proceed to the next rule when the current rule does not produce a single parent department to assign as the parent department.assign. When a single parent department cannot be determined, the parent department will be left blank, and you must enter the department code/name (as described below).
To place the rules in a particular order, drag one to another location.
Validate Demographic Information
Checking Show Employee Statistics will display the employee counts and demographic breakdown of each department. If you have your supervisors identified in your roster, their demographics will be shown as well. For example, if your department demographics appear as Total 10 (5WM / 5BF) Supervisors 2 (1WM / 1BF). This means that there are 10 people in this department, 5 white males and 5 black females, and there are 2 Supervisors, one white male and one black female. If you chose to do an Organizational Display to represent your organizational profile, the supervisor information is required for a compliant affirmative action plan. If your supervisor information is not shown here, go to the Roster table in the Data section to identify the supervisors.
Assign Supervisors
Check the Supervisor box for each supervisor, and clicking Save Supervisor.
View Roster
Highlight a department by clicking its name, and click View Roster to see the list of employees in that department.