This article requires knowledge of Org Units
Organisation Groups or Org Groups are a powerful way of grouping one or more Org Units. This is useful when you want to apply common organisational 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 that has sales teams sitting in 3 cities - Mumbai, Bangalore, and San Francisco. A typical organisation structure for this would involve
- Setting up Department as an Org Unit with a value as Sales
- 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?
- Go to Admin > Organisation > Org Groups
- Click on +Add Org Groups
- Call the Organisation Group Name "India Sales Team"
- Choose the following Org Units
- [Department] Sales
- [Location] Mumbai
- [Location] Bangalore
- Save the Org Group
Now, if you create a Master Policy with an attendance shift and apply it to India Sales Team using the Org Group tab, the shift will only be applicable to sales team members in Mumbai and Bangalore.
To learn more about how to create organisational policies and apply them, visit Master Policy: Putting it all together