Establishing the organizational structure of your company in Teamso is a critical step to creating a customized hierarchy and reflecting the relationships between departments. This guide explains the steps you can follow to set up your organizational structure effectively.
1. Admin User Settings
Before setting up the organizational structure, the admin user needs to configure the necessary settings:
Define Responsibility Groups: The admin user should define responsibility groups under the company settings. These groups serve as the foundation for organizing employees' roles and permissions.
2. Defining Organizational Elements
Branches, Departments, and Positions
Branch Definition: This represents the top level of the organizational structure. Each branch can be managed as an independent organization while adhering to privacy rules. You can define branches based on geographical regions or business units.
Department Definition: These are the units under each branch. Define departments based on areas of operation within the company (e.g., Marketing, Accounting, Sales).
Position Definition: These are the specific roles within departments (e.g., Accounting Specialist, Sales Representative).
Adding Organizational Elements
Use the Organizational Structure section in the application to add branch, department, and position details step by step.
3. Adding Branches
Defining Branches
In Teamso, each branch represents the widest scope of restrictions. Branches can be used for the following purposes:
Independent Organizations: Manage different geographic locations (e.g., Ankara Branch, Istanbul Branch) or independent projects as separate entities.
Privacy and Authorization: Each branch can have its own structure and rules for privacy and access control.
Branch Management and Assignments
Authorized and Assigned Personnel: Identify the personnel responsible for each branch and assign them via Company Settings > Branch Management in the application.
Organizational Structure > Branch > Add Branch
4. Creating Departments and Positions
Add Departments: Define the required departments for each branch (e.g., Marketing, Accounting, Production).
Organizational Structure > Department List > Add Department
Define Positions: Specify the roles within each department (e.g., Engineer, Specialist, Managerial Roles).
Organizational Structure > Position List > Add Position
Establish Hierarchies: Define reporting chains and relationships between departments to fully reflect your organizational structure.
5. Updates and Adjustments
After setting up your organizational structure, follow these steps to ensure continuity:
Employee Changes: Update the structure to reflect new hires, promotions, or employee departures.
Permission Adjustments: Modify permissions within branches or departments according to business needs.
Adding New Branches and Departments: Expand your structure as your company grows by adding new branches and departments.
Setting up an effective organizational structure in Teamso provides a strong foundation to enhance your company’s efficiency and workflow. By following these steps, you can create a structure tailored to your company’s needs and keep it updated continuously. Thanks to Teamso’s ease of use and flexibility, you can manage organizational tasks more efficiently and effectively.