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Use

You depict the functional structure of your enterprise as an organizational plan, by creating organizational objects (organizational units, positions etc.) in the overview area and assigning them to objects that already exist.

Prerequisites

To create a root organizational unit for a new organizational plan, you must be in Create mode (Organization and Staffing Create or Organization and Staffing (Workflow) Create).

Create additional organizational objects

You are familiar with Validity. Select a key date and preview period.

Which objects you can create depends on which display type is currently in the overview area. If necessary, check which assignments can be displayed in your particular case, using This graphic is explained in the accompanying text. If necessary, use This graphic is explained in the accompanying text to switch to a display type in which you can carry out the required assignment.

For more information on the display types, see Displaying/Editing Objects

Procedure

Creating Root Organizational Units

You have chosen create mode.

  1. In the Create a root organizational unit dialog box, enter the required validity period of the root organizational unit and confirm with This graphic is explained in the accompanying text

The system creates a root organizational unit with the provisional name "New Organizational Unit".

  1. In the detail area, replace the preset entries for object name and object description on the Basic data tab page with the name of your choice.
  2. Save your entries by choosing This graphic is explained in the accompanying text.

You have created your root organizational unit.

Creating Organizational Objects in the Structural Display

  1. In the overview area, select the object to which you want to assign the object being created.
  2. Choose This graphic is explained in the accompanying text.

    3. The Choose Relationship dialog box appears.

  3. Select an object type.

    4. The system creates the object.

  4. Over the tab pages in the detail area, edit the characteristics of the new object.

For further information according to object type, see:

Structure link Editing Organizational Units

Structure link Editing Positions

Structure link Editing Jobs

Structure link Editing Tasks

Creating Positions in Staff Assignments (List)

  1. Choose This graphic is explained in the accompanying text.

The system creates the new position.
  1. Over the tab pages in the detail area, edit the characteristics of the new object.

 

Note

You can also create new objects by copying. For more information, see Copying Objects.

You can always assign objects to other objects – not just when you create them. For more information, see Assigning Objects.

 

 

 

 

 

 

 

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