How to configure your Company Structure

The Company Structure module centralises the creation and maintenance of subsidiaries, departments, cost centres, positions, and teams.

It lets you organise your company, supporting reports, permissions, and employee management.

This is mainly used during Oitchau deployment and whenever your organisation changes.

Key actions or configuration

1. Access the Company Structure module
   • Navigate to Company Structure.
   • Choose one of the tabs: Subsidiaries, Departments, Cost center, Positions, or Teams.
     
     
2. Create or edit subsidiaries
   • In Subsidiaries, click New Subsidiary to create a new unit.
   • Fill in Code, Name, and CNPJ, then click Add.
   • To edit, select the row and click Edit.
     
     
3. Create or edit departments
   • In Departments, click New Department to insert a new department.
   • Fill Code and Name. Click Add.
   • Use Edit to adjust existing departments.
     
     
4. Register cost centers
   • In Cost center, click New cost center.
   • Provide an Id and a Name for the centre.
   • Click Create to save.
     
     
5. Configure positions
   • In Positions, click New Position.
   • Enter the Name of the position and click Add.
   • Use Edit to change the name of an existing position.
     
     
6. Manage teams
   • The Teams tab lists teams with Team name, Supervisor, and Employees.
   • To rename a team, select the row and click Edit.
   • Creating a team is done from a supervisor’s employee profile (check the details in this article).
     
     
7. Assign structures to employees
   • Go to People and open an employee profile.
   • In Employee details, choose Department, Subsidiary, Cost center, Position, and Team from the drop-downs.
   • Click Save.
     
     

Tips or Troubleshooting

• To view employees by structure, use filters in the employees screen (e.g. filter by subsidiary, department, or position).
• If a record doesn’t appear in employee drop-downs, refresh the page or confirm it was saved correctly.

Best Practices

• Define the structure before starting to add employees.
• Use consistent naming and coding conventions (e.g. sequential numeric codes).
• Periodically review the structure to reflect organisational changes.

Frequently Asked Questions

Can I edit the structure after starting to use the platform? Yes. You can add, edit, or remove records at any time, respecting linkage restrictions.

Is it mandatory to complete all structure fields for each employee? No, but it is recommended for accurate reporting. Subsidiary is required if there is more than one unit.

How do I create a team? Team creation is done in a supervisor’s employee profile. Go to the employee, open the Team tab, add employees, and confirm.