{"id":10794,"date":"2023-03-01T13:37:44","date_gmt":"2023-03-01T13:37:44","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d9%83%d9%8a%d9%81-%d8%aa%d9%82%d9%88%d9%85-%d8%a8%d8%b6%d8%a8%d8%b7-%d8%a7%d9%84%d9%87%d9%8a%d9%83%d9%84-%d8%a7%d9%84%d9%88%d8%b8%d9%8a%d9%81%d9%8a-%d9%81%d9%8a-%d8%af%d9%81%d8%aa%d8%b1%d8%a9%d8%9f\/"},"modified":"2025-05-28T10:34:03","modified_gmt":"2025-05-28T10:34:03","slug":"how-to-set-up-the-organizational-structure","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-set-up-the-organizational-structure\/","title":{"rendered":"How to set up the Organizational Structure?"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]The organizational structure is a fundamental step for strategic and operational human resource management in any organization, regardless of its size. The organizational structure helps in:<\/p>\n<ul>\n<li>Dividing tasks according to the company&#8217;s division into various\u00a0<b>employment departments<\/b>.<\/li>\n<li>Distributing authority and responsibilities through\u00a0<b>employment levels<\/b>.<\/li>\n<li>Organizing relationships by managing <b>employment designations<\/b>.<\/li>\n<li>Defining the nature of the relationship between the employee and the company by appointing <b>types of employment <\/b>suitable for each employee&#8217;s working hours.<\/li>\n<\/ul>\n<p>This article discusses how to set up the organizational structure in the simplest ways in the system.[\/vc_column_text][vc_custom_heading text=&#8221;Managing Departments&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1703252099974{background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]Company departments vary according to the activity they undertake and the tasks required to be completed, such as:<\/p>\n<ul>\n<li>Marketing Department<\/li>\n<li>Human Resources Department<\/li>\n<li>Sales Department<\/li>\n<\/ul>\n<p>To create a department in the system, you need to go to the organizational structure from the main menu, click on<strong> &#8220;Manage Departments&#8221;<\/strong> click on the <b>\u201cNew Department\u201d<\/b> button and fill in the required data.<\/p>\n<p>&nbsp;<\/p>\n<p><b>Take note of the following in the department management screen of the program:<\/b><\/p>\n<ul>\n<li>You can search for a specific department by the department name or the abbreviation you assigned to it when adding it.<\/li>\n<li>It shows the department manager.<\/li>\n<li>It shows you the number of employees assigned to the department in their profile, and you can know the employees and their data by clicking on the desired department.<\/li>\n<li>It shows you the status of the department, whether it is <b>\u201cActive\u201d<\/b> or <b>\u201cInactive\u201d<\/b>.<\/li>\n<li>You can download a file encompassing the functional departments and the assigned employees and their data in an organized form through the <b>\u201cExport\u201d<\/b> button.<\/li>\n<\/ul>\n<p>The same features apply to the screens <b>\u201cManage Designations\u201d<\/b> \u2013 <b>\u201cManage Employment Levels\u201d<\/b> \u2013 <b>\u201cManage Employment Types\u201d<\/b>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-34911 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/mtdjnrhdgfv.jpg\" alt=\"\" width=\"1366\" height=\"627\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/mtdjnrhdgfv.jpg 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/mtdjnrhdgfv-300x138.jpg 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/mtdjnrhdgfv-1024x470.jpg 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/mtdjnrhdgfv-768x353.jpg 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>By clicking on <strong>\u201cNew Department\u201d<\/strong>, a screen appears where you write the department name such as Marketing Department. You can assign the manager responsible for this department from the same screen, while the department employees can be assigned from their profile in the manner we will mention in a subsequent section.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10799 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h05_02.png\" alt=\"\" width=\"1330\" height=\"562\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h05_02.png 1330w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h05_02-300x127.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h05_02-1024x433.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h05_02-768x325.png 768w\" sizes=\"auto, (max-width: 1330px) 100vw, 1330px\" \/><\/p>\n<p>You can control activating or deactivating a specific department through the <b>\u201cMark as Active\u201d<\/b> or <b>\u201cMark as Inactive\u201d<\/b> button that appears when clicking on a department.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10801 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h05_44.png\" alt=\"\" width=\"1317\" height=\"431\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h05_44.png 1317w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h05_44-300x98.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h05_44-1024x335.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h05_44-768x251.png 768w\" sizes=\"auto, (max-width: 1317px) 100vw, 1317px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Managing Employment Designations&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1703252865295{background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]Job designations refer to the positions occupied by employees, which determine their tasks, such as:<\/p>\n<ul>\n<li>Accountant<\/li>\n<li>Programmer<\/li>\n<li>Customer Service Representative<\/li>\n<li>Marketer<\/li>\n<\/ul>\n<p>You can create any job designations you want by heading to the <b>\u201cManage Designations\u201d<\/b> section under <b>\u201cOrganizational Structure\u201d<\/b> in the main menu and then clicking on the <b>\u201cNew Designation\u201d<\/b> button.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-10803\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h11_07.png\" alt=\"\" width=\"1768\" height=\"580\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h11_07.png 1768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h11_07-300x98.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h11_07-1024x336.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h11_07-768x252.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h11_07-1536x504.png 1536w\" sizes=\"auto, (max-width: 1768px) 100vw, 1768px\" \/><\/p>\n<p>When creating a new job designation, you need to write the name, determine the status of the job designation as either <b>\u201cActive\u201d<\/b> or <b>\u201cInactive\u201d<\/b>, and add a description of the job designation and the nature of its tasks.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-10805\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h12_21.png\" alt=\"\" width=\"1334\" height=\"434\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h12_21.png 1334w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h12_21-300x98.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h12_21-1024x333.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h12_21-768x250.png 768w\" sizes=\"auto, (max-width: 1334px) 100vw, 1334px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Managing Employment Levels&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1703253104961{background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]Employment level or years and extent of employee experience are important indicators and classifications. Therefore, through the system, you can create employment levels under which your employees fall, such as:<\/p>\n<ul>\n<li>Trainee<\/li>\n<li>Junior Employee<\/li>\n<li>Senior Employee<\/li>\n<li>Manager<\/li>\n<\/ul>\n<p>You can add the job level by clicking on <b>\u201cNew Employee Level\u201d<\/b> from the <b>\u201cManage Employee Levels\u201d<\/b> screen, branching from <b>\u201cOrganizational Structure\u201d<\/b> in the main menu.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10807 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h20_11.png\" alt=\"\" width=\"1755\" height=\"575\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h20_11.png 1755w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h20_11-300x98.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h20_11-1024x335.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h20_11-768x252.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h20_11-1536x503.png 1536w\" sizes=\"auto, (max-width: 1755px) 100vw, 1755px\" \/><\/p>\n<p>When adding a new employment level, you just need to add the name of the employment level and its status as either <b>\u201cActive\u201d<\/b> or <b>\u201cInactive\u201d<\/b> and describe its responsibilities.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10809 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h21_06.png\" alt=\"\" width=\"1309\" height=\"494\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h21_06.png 1309w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h21_06-300x113.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h21_06-1024x386.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h21_06-768x290.png 768w\" sizes=\"auto, (max-width: 1309px) 100vw, 1309px\" \/><\/p>\n<p>Similarly, you can deactivate one of the employee levels by clicking on it and clicking the <b>\u201cMark as Inactive\u201d<\/b> button and reactivate it by clicking on <b>\u201cMark as Active\u201d<\/b>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10811 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h21_44.png\" alt=\"\" width=\"1337\" height=\"410\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h21_44.png 1337w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h21_44-300x92.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h21_44-1024x314.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h21_44-768x236.png 768w\" sizes=\"auto, (max-width: 1337px) 100vw, 1337px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Managing Employment Types&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1703253352129{background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]The type of job or the nature of work hours can be:<\/p>\n<ul>\n<li>Full-time<\/li>\n<li>Part-time<\/li>\n<li>Freelance<\/li>\n<li>Temporary projects<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>Of course, the nature of the contract and shifts vary according to the type of job. You can add the types of jobs you have through <b>\u201cManage Employment Types\u201d<\/b> from the <b>\u201cOrganizational Structure\u201d<\/b> menu in the main menu.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10826 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h26_11-1.png\" alt=\"\" width=\"1750\" height=\"512\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h26_11-1.png 1750w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h26_11-1-300x88.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h26_11-1-1024x300.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h26_11-1-768x225.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h26_11-1-1536x449.png 1536w\" sizes=\"auto, (max-width: 1750px) 100vw, 1750px\" \/><\/p>\n<p>After clicking on the <b>\u201cNew Employment Type\u201d<\/b> button, choose the name of the employment type and provide a comprehensive description including the number of working hours and other details, then press <b>\u201cSave\u201d<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10828 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h27_10-1.png\" alt=\"\" width=\"1311\" height=\"483\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h27_10-1.png 1311w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h27_10-1-300x111.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h27_10-1-1024x377.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h27_10-1-768x283.png 768w\" sizes=\"auto, (max-width: 1311px) 100vw, 1311px\" \/><\/p>\n<p>Controlling the activation or deactivation of the employment type is done by clicking on the desired type and clicking the <b>\u201cMark as Active\u201d<\/b> or <b>\u201cMark as Inactive\u201d<\/b> button.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-10832\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h27_42-2.png\" alt=\"\" width=\"1343\" height=\"440\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h27_42-2.png 1343w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h27_42-2-300x98.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h27_42-2-1024x335.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h27_42-2-768x252.png 768w\" sizes=\"auto, (max-width: 1343px) 100vw, 1343px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Assigning the Organizational Structure Info to the Employee&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1703253671942{background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<\/p>\n<article id=\"post-5569\" class=\"post-5569 post type-post status-publish format-standard has-post-thumbnail hentry category-manual\">\n<div class=\"post-inner-content\">\n<div class=\"entry-content\">\n<p>By clicking on <b>\u201cEmployees\u201d<\/b> from the main menu, and choosing <b>\u201cManage Employees\u201d<\/b>, you can add a new employee or select an employee file and edit its data, to reach the section with job information.<\/p>\n<p>&nbsp;<\/p>\n<p><b>Here you can assign each of the following:<\/b><\/p>\n<p><strong>\u201cDesignation\u201d<\/strong> \u2013 <strong>\u201cDepartment\u201d<\/strong> \u2013 <strong>\u201cEmployment Level\u201d<\/strong> \u2013 <strong>\u201cEmployment Type\u201d<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p>For the selected employee, which results in classifications for each job designation or department and so on from the previous classifications, helpful for filtering during attendance and payroll calculations.<\/p>\n<p>The classifications resulting from <b>\u201cEmployee Department\u201d<\/b> and <b>\u201cEmployee Designation\u201d<\/b> are also used in:<\/p>\n<ul>\n<li>Customizing a shift for a specific designation or department.<\/li>\n<li>Or in issuing a payroll for a specific department or designation.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-10819\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h28_59.png\" alt=\"\" width=\"1631\" height=\"747\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h28_59.png 1631w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h28_59-300x137.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h28_59-1024x469.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h28_59-768x352.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/2023-12-22_15h28_59-1536x703.png 1536w\" sizes=\"auto, (max-width: 1631px) 100vw, 1631px\" \/><\/p>\n<\/div>\n<footer class=\"entry-meta\"><\/footer>\n<\/div>\n<\/article>\n<nav class=\"navigation post-navigation\" role=\"navigation\"><\/nav>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2214,2197],"tags":[8220,8221],"class_list":["post-10794","user_manual","type-user_manual","status-publish","hentry","category-organizational-structure","category-hr","tag-employees","tag-organizational-structure"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to set up the Organizational Structure? - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/how-to-set-up-the-organizational-structure\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to set up the Organizational Structure? - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]The organizational structure is a fundamental step for strategic and operational human resource management in any organization, regardless of its size. The organizational structure helps in: Dividing tasks according to the company&#8217;s division into various\u00a0employment departments. Distributing authority and responsibilities through\u00a0employment levels. Organizing relationships by managing employment designations. 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