Business units are another method of defining where an employee works within the company. They are not mandatory requirements in the same way as a Department or Site, but rather an additional feature should a company already use a business unit scale to define their employees' positions in the company.

How to set up Business Units

First, you will need to create a list of your existing business units, this can be accessed through:

Administration > HR >  Data Management > Business Units

This page will be accessible to Administrators and unrestricted HR users.

Click the 'Add' button to create your list of business units. There is only one field to complete in this form - the name of the business unit.

Click the 'Edit' action to edit the name of an existing business unit. Click the 'Delete' action to delete an existing business unit. Please note that you will only be able to delete a business unit if there are not employees assigned to it. You can also archive business units if they are no longer required by clicking the checkbox next to the business unit and choose 'Archive' from the 'Bulk Actions' drop-down. Click the 'Archived Business Units' button to view a list of these archived business units.

Assigning employees to Business Units

To assign an employee to a business unit, you will need to go to:

People > Employees

Click on the 'Change' on their employee file.

From here you will be able to select the Business Unit from the drop-down list - If the option which you are looking for does not appear in this list, depending o the setup of your environment, you may also be able to use the 'Add' button alongside the field to add in your missing option.