Creating organizations

Use this procedure to create the organization and then add organizational attributes such as locations and organization types.

Note: When you create an organization, the top level of the organization structure and the top level of the manager structure for the organization is automatically created.
  1. Select Administrator > Set Up > Structure > Organizations.
  2. Click Create.
  3. In the Organization field, select the enterprise group to which this organization corresponds. The organization is created with the same identifier as the enterprise group.
  4. Optionally, specify an organization description.
  5. Specify this information:
    Effective Date
    Select the date when the organization becomes effective.
    System Assigns Employment ID
    Specify whether the system automatically assigns an identifier to resources that are created for this organization.

    If you are converting resource data into Infor HR Talent, select No. This preserves the resource IDs that are already associated with your converted resources. After data is converted, you can change this value to Yes so that any resources that are created after the conversion are automatically numbered.

    Last Employment ID Assigned
    If resource IDs are assigned by the system, specify the number with which you want the numbering to begin.
    Base Currency
    The base currency is the currency that is used when reporting on this organization. Currency amounts other than the base currency that is used in the organization are converted to the base currency.
    Finance Enterprise Group
    The finance enterprise group contains the currency rate table and currency exchange rate information for the organization.
    From Accounting Entity
    Select the accounting entity from which payroll is generated for this organization.
    Allow Duplicate Identification Numbers
    Specify whether there can be duplicate resource identification numbers within the organization. If you select Yes With Warning, a message is displayed when a duplication identification number is specified. You can choose to continue with the duplicate identifier or modify the identifier.
    Allow Duplicate Work Emails
    Select whether employees can have the same email address within the organization. If you select Yes With Warning, a message is displayed when a duplicate email address is specified. You can choose to continue with the duplicate address or modify it.
    Auto Create Positions From Jobs
    Select Yes for positions to be automatically created from jobs in this organization. When a job is created, a position is created simultaneously. The position has the same title, description, and active status as the job. The position-to-job relationship is one to one.

    If you select No, you must manually create a position after creating a job. You are likely to have more than one position for a job.

    If you select Sometimes, then each time a job is created, you are presented with the option to also create a position from that job. You can use this to synchronize some jobs and not synchronize others

    Maximum Number of Email Addresses per Email
    Specify the maximum number of email addresses that are allowed per email message. Some email servers have a limit on email recipients per email message set by server administrators. Such limits are usually set up to prevent spam. For example, if a company has 10,000 employees but the limit is set to 1,000, you can specify 1,000 in this field and the email is split into ten emails with 1,000 recipients each.
    Auto Create Location Of Job From HR Location
    If you select this check box, the locations of jobs are created from the HR locations that are associated with the organization. The HR location country, state, and city are used. The locations of jobs are used by Talent Acquisition on job postings.
    Enforce Country Rules on Casual Address
    Select this check box if the rules that apply to a postal address also apply to a casual address. The rules that apply when specifying a postal address are defined on Country. A casual address is used when specifying employment or education history in Talent Acquisition. A casual address typically does not require as much information as a postal address.
    Default Country
    Select the default country for this organization. If this field is blank, the default country is used on locations and resources.
    Dependent Benefit Eligible
    Select Confirmed to make dependents eligible for benefits when an employee adds them through a life event or during open enrollment. Select Pending to make them eligible after a review by the organization. After searching for dependents with the Pending status and reviewing them, the reviewer can then change the status to Confirmed. Select No to make dependents added by employees during a life event or open enrollment ineligible for benefits.
  6. Click Save.