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Setting Up Your Organization

  • Updated

For video, see Adding a Location.

The Organization Chart is a reflection of your company's structure. This integral part of the Applicant Tracking System serves as the origin of posted job locations, which are required by all major job boards. The Org Chart provides for optional Regions and Subregions (both of which are optional and usually used by larger organizations), as well as individual Locations, which are required. In order to configure your Organization, go to Admin > Org Chart. Administrators have the necessary permissions to set up the structure of the Organization.

Organizational chart examples include:

  • Listing individual business sites or stores separately as Locations
  • Adding multiple Regions with locations directly under each
  • Establishing geographical Regions and Subregions with locations underneath (as shown below)

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The Location name field is for internal reference only. With the possibility of multiple locations within one geographic area, this allows Administrators to enter a unique location name such as Warehouse, Site A, Store #102, etc. The text typed in the Location field can be found in the Location drop-down in step 4 when posting a job and is displayed in the location column within the My Jobs tab. Note that when the position is posted, the city and state of the location will be displayed on your career site and job boards.

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Editing the Org Chart

Steps to Add a Region

  • Click +Add Region and enter the name of the Region
  • Save by clicking the green checkmark
  • Once a Region is created, the ⋮ menu will provide a user with the option to Edit Region, +Add Subregion, + Location, or Delete

Steps to Add a Subregion

  • Open a Region’s ⋮ menu, select +Add Subregion, and enter the name of the Subregion
  • Save by clicking the green checkmark
  • Once a Subregion is created, the ⋮ menu will provide a user with the option to Edit SubRegion, + Location, or Delete

Steps to Add a Location

  • A Location can be added in multiple ways to provide the most flexibility for your Organization
    • Add a Location to the Org Chart directly (without a Region or Subregion):
      • Click +Add Location directly from the Org Chart header
      • Enter the Location Name (typically, the DBA name), Address, City, State, and Zip Code
      • When complete, select the green checkmark to save the location
    • Add a Location to a Region or a Subregion:
      • Click the ⋮ menu and select +Add Location
      • Enter the Location Name (internal reference only), Address, City, State, and Zip Code
      • Select the green checkmark to save the location
  • Once a Location is created, the ⋮ menu will provide a user with the option to Edit or Delete

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