Import Company Tree

Form ID: (EP204060)

You use this form to create a hierarchy of workgroups in all branches of your company. The system uses this hierarchy for escalating items that require approval (such as time cards, requests, requisitions, and purchase orders) based on the order of groups specified by the tree structure. Items can be escalated from an assigned group up to the next level and eventually to the top. When you create the hierarchy, consider the following aspects of the organization structure:

Whether it includes multiple branches
Whether you should follow actual approval work flows
Whether escalation originating in one of the branches continues up to the top of the tree or stops at a certain workgroup in the same branch

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Table 1. Form-Specific Buttons
Button	Description
Update Tree	Updates the company tree to display recently added nodes, workgroups, and workgroup members.

Company Tree Pane

In this pane, the existing workgroups are represented as nodes. You can click a node icon to the left of any workgroup to expand the node and view the hierarchical structure of the workgroup. Some workgroups have a one-level list of workgroups, while others can have multiple levels. You can click a node to view the workgroups of this node in the List of Groups table, and then click a workgroup in the List of Groups table to view the group members in the Group Members table.

The toolbar on the pane includes only custom buttons, which are described below.

Table 2. Table Buttons
Button	Description
Move to External Node	Moves the selected node one level up in the tree.
Move to Internal Node	Moves the selected node one level down in the tree.

List of Groups Table

By using this table, you can create workgroups positioned at the same level in the company tree. As you add a new group to the list, it will appear in the Company Tree pane.

For each workgroup, you can specify what wait time is allowed for work item approval or processing and whether escalation may bypass this group. If a work item assigned to any of group members is not processed during the wait time, the work item becomes escalated—that is, visible to upper-level employees so that they can help with solving the problem.

Table 3. Table Buttons
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Move Node Up	Moves the selected node one position up in the list.
Move Node Down	Moves the selected node one position down in the list.

Table 4. Table Columns
Column	Description
Description	A description of the group that can serve as an identifier.

Group Members Table

You can use this table to view and update the lists the members of the group selected in the List of Groups table.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 5. Table Columns
Column	Description
User	The user login associated with the employee.
Employee	The ID of an employee who is a member of the group.
Employee Name	The name of the employee.
Position	The employee position in the company.
Department	The department of the employee.
Owner	Select this check box to indicate that this member is the owner in the workgroup—that is, an employee who, by default, is assigned work items assigned to the group.
Active	Select this check box to include the user in the selected workgroup.