Creation Steps (pages 1-4). See pages 5-7 for steps on how to use Reorganization > Assign Superior and Move Worker, Edit or Inactivate a SUPV ORG.

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1 A supervisory organization represents the structure of who reports to whom Creating a Supervisory Organization Questions for review prior to creating a new supervisory organization: 1. Will the new manager be taking over an existing position that already exists and is a supervisory organization? If yes, a new supervisory organization is not needed. 2. Will the new manager be going into a new position and have a brand new team? If yes, create a new supervisory organization. Creation Steps (pages 1-4). See pages 5-7 for steps on how to use Reorganization > Assign Superior and Move Worker, Edit or Inactivate a SUPV ORG. Create a new subordinate supervisory organization under the primary supervisory org by selecting related actions > Reorganization > Create Subordinate or Divide Organization as a related action off of the existing organization. 1 P a g e

2 Fill in the following fields: Availability date = 1/1/1900 Organization Name = this could be a service line, cost center name etc. Consult with the requestor to determine the best name for the sup org based on what the manager is overseeing. Include Manager/Leader in Name = mark as checked Organization Subtype = Supervisory Organization Primary Location = select the location where the manager is located or if you know who the direct reports will be, the location of the majority of those direct reports Submit You will get an Up Next task but this function will not work. However, you MUST click Open, and then click Submit. Go back to Search and enter the org name you just created Inherited will be at the end 2 P a g e

3 From the "inherited" sup org, select related Actions > Roles > Assign Roles On the Assign Roles screen, the Effective Date must be equal to the beginning of the pay period and/or when the manager you are putting into it was hired. Assign the Role of manager and then enter the manager's name in the Assigned To field. Click ok/done/submit once finished; the new org will be created. 3 P a g e

4 The Final step to the "create new supervisory org", would be to Edit Supervisory Organization and fill in the Code field to match the Organization ID which was assigned. In the example below, you would fill in SUP_ P a g e

5 Edit Supervisory Org steps To Edit a created Sup Org, go to the related actions > Supervisory Organization > Edit Supervisory Organization Typically you will ONLY be editing the name. Put a + after the name if there are more than 1 cost center in the sup org. The Effective Date should be kept as 1/1/1900; if possible. 5 P a g e

6 Assign Superior and Move Worker For realignment of a supervisory org and the actual manager, utilize the Reorganization > Assign Superior and Move Worker function. If Matt Manager, current reports to Dorothy Director, navigate to Dorothy's supervisory org and find Matt's supervisory org(s) buy using the tab. Proceed with using the related actions > reorganization to first move Matt's supervisory org(s) to his new 1-up. Repeat if he has multiple supervisory orgs. Next, off Dorothy's supervisory org, use related actions > Reorganization > Move Worker to move Matt (the colleague) to his new 1-up. Inactivate Supervisory Org steps If you move all workers out of a Supervisory Org and there is no need for that Supervisory Org to remain it should be inactivated. You MUST first double check that there are no active members and no open positions. To Inactivate a Sup Org, go to the Sup Org in question related actions > Reorganization > Inactivate Organization Since you are inactivating the org just leave the effective date of today. There is no need to use a historical date. If there are in flight transaction and you want to future date, you will not be able to do that. All in flight transactions must be completed before you can inactivate the supervisory org. 6 P a g e

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