Organization Level Items are often used to allow for reporting based on organization items and/or job costing. The Organization Level Items page is used to create the items that will be attached to or selected by the employees. Should these items also be syncing to a payroll system, the names created here must match exactly to the ones in payroll.

1. In the Main Navigation menu, open the Company Setup folder.
2. Open the Organization Levels subfolder.
3. Click on the Org Level Items page.

Reviewing the Org Level Items Page

1. Org Search – Enter the Name or Description of an Org Level Item to see that item. *Note: Depth that org level exists in must be selected in field 2.

2. Organization Level Depth Selection – Select an Organization Level in this drop-down to see its Organization Level Items in the main section of the page

Show Inactive – Uncheck to hide all Inactive Organization Level Items

3. Page Selection  – Move forward/back a page and determine the number of items to display per page

4. Organization Level Items  – Lists the organization level items

a. Name – Name of Organization Level Item. If syncing with a payroll system, this must match the name in the payroll system

b. Description – Description of the Organization Level Item. Most often, this is the field that displays to employees when time allocating or job costing, as well as the information that displays in reports.

c. Active – Active/Inactive indicator. Inactive items will not be available for employee assignment or selection

Below is a list of the fields that may be seen on the main Organization Level Items page or within the Detail View pop-up window when editing or adding an item.

1. Name – Name of Organization Level Item. If syncing with a payroll system, this must match the name in the payroll system

2. Description – Description of the Organization Level Item. Most often, this is the field that displays to employees when time allocating or job costing, as well as the information that displays in reports.

3. Active – Active/Inactive indicator. Inactive items will not be available for employee assignment or selection

4. Org Depth – Selects the depth that the org level item belongs to.

5. Assign to all parents?

a. Yes – Item is available for selection when any item in the organization levels above are chosen

b. No – Item is only available for selection when specific items in organization levels above are chosen. These items are to be specified in the Child of: field

6. Child Of – Used to specify the items above in which the current item is available under

An Organization Level Item can be edited using the following steps:

1. If not yet on the Org Level Items page, follow the steps in the “Navigating to the Organization Level Items Page” section.

2. Click on the line of the item to be edited.

The Detail View pop-up window launches.

3. Adjust the field(s) as needed. For definitions of each field, see the section titled “Organization Level Item Field Definitions.”

4. Click Save .

To add a new Organization Level Item, follow the below steps:

1. If not yet on the Org Level Items page, follow the steps in the “Navigating to the Organization Level Items Page” section.

2. Select the Organization Level to add the item to using the Org Level Depth dropdown.

3. Click the Add button.

The Detail View pop-up window launches.

4. Adjust the field(s) as needed. For definitions of each field, see the section titled “Organization Level Item Field Definitions.”

5. Click Save .

An Organization Level Item can be deleted using the following steps:

1. If not yet on the Org Level Items page, follow the steps in the “Navigating to the Organization Level Items Page” section.

2. Prior to Deleting the Org Level Item, you must remove any parent/child relationships.  Click on the Org Level Item to be removed.

The Org Level Item window will open.

Remove any Child of or Parent of relationships.

Click Save .

Click the Check Box to the left of the item to be removed.

3. Click the Delete button.

A warning message will appear to confirm the deletion of the punch.

4. Click OK.

Inactivate an Organization Level Item

If an Org Level Item will no longer be used and you wish for employees to no longer see that item, the Org Level Item can be set to Inactive.

Follow the steps below to mark an Org Level Item as Inactive

1. Select the Org Level Depth that the Org Level Item lies

2. . Click on the Org Level Item to be set as Inactive

The Org Level Item window will open.

3. Set the Active field to No

4. Enter in the Stop Date when the Org Level should no longer be available

5. Click Save

Failure to enter a Stop Date will result in the follow message to appear. Click cancel, Enter a Stop Date, and Click Save

Activate an Inactive Organization Level Item

If an Org Level Item that was set as Inactive will now need to be available for employees to select again, you can set the Org Level Item to once again be Active.

Follow the steps below to mark an Org Level Item as Active

1. Select the Org Level Depth that the Org Level Item lies

2. Ensure that the box next to Show Inactive is checked.  If not, Click to check the box

3. Click on the Org Level Item to be set as Active

The Org Level Item window will open.

4. Set the Active field to Yes

5. Set the Effective Date for the Org Level to become Active

6. Remove the Stop Date

7. Update any Parent of/Child of relationships

8. Click Save

Hide or Show an Inactive Organization Level Item

When an Org Level Item is marked as inactive, it can either be shown with the active items or hidden from view.

To hide or unhide inactive Org Level Items, follow the steps below:

On the Org Level Items page:

• Check the box next to Show Inactive? to show Inactive Org Level Items.
• Uncheck the box next to Show Inactive? to hide Inactive Org Level Items.