Organisation Groups

This article requires knowledge of Org Units.

Organization Groups or Org Groups are a powerful way of grouping one or more Org Units. This is useful when you want to apply common organizational policies to a set of employees, and these employees span across more than one Org Unit.

Let's take an example to understand when to use Org Groups

Consider a business with Sales teams in 3 cities - Mumbai, Bangalore, and San Francisco. A typical organizational structure for this would involve:

1. Setting up the Department as an Org Unit with a value as Sales
2. Setting up Location as an Org Unit with values Mumbai, Bangalore, and San Francisco

Now, we may have one attendance shift that is applicable to Sales teams in Mumbai and Bangalore only. How do we apply this shift to the two teams?

1. Go to Admin Section> Organization > Org Groups
2. Click on the tab Add Org Groups.

   
   
   

3. For example, you can create an Organization Group named "India Sales Team".
4. Choose the following Org Units
   • [Department] Sales
   • [Location] Mumbai
   • [Location] Bangalore
     
     

   
   
   

5. Save the Org Group by clicking on the Add tab.

Now, if you create a Master Policy with an Attendance shift and apply it to the India Sales Team using the Org Group tab, the shift will only apply to Mumbai and Bangalore sales team members.

To learn more about how to create organizational policies and apply them, visit Master Policy: Putting it all together.