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Organization

Setting Up the Organization. 1

Creating a division. 3

Creating a Sub-division. 4

Creating a Section. 5

Creating a Department 6

Creating a Roster Group. 7

Forming the structure. 8

Changing your Organization. 10

Setting Up the Organization

Before creating an Organization Structure, the individual elements (Division, Sub-Division, Section, Department and Roster Group) must be created.

The following is the logical creation sequence in order:

· Division                                               Level 1

· Sub-division                                        Level 2

· Section                                                Level 3

· Department                                         Level 4

· Roster Group                                      Team

· Organization Structure

Once CARM has been implemented, existing structures, or elements of structure will usually be used. There is no need to create individual elements more than once.

Division, Sub-Division and Section

These are the top three levels of the organization.

Department

This is the fourth level of the organization. Usually represents a Department such as Uniform or CID.

Roster group

This is the fifth and final level of the organization. Usually represents a Team, Unit or Platoon.

Organization structure

This identifies which of the levels 1-5 are linked to which, how are they all joined together to form the “structure”.

Select General Maintenance > Organization

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Creating a division

· Select Division

· Select Click here to insert division.

· Enter Division Title.

· Enter Division Caption.

· Enter Division’s Payroll ID, if necessary - default 0000.

· Enter JOIN Agency Code (Alberta EPS and RCMP K Division)

· Click Insert.

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Creating a Sub-division

· Select Sub-division.

· Select Click here to insert sub-division.

· Enter Sub-division Title.

· Enter Sub-division Caption.

· Click Insert.

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Creating a Section

· Select Section.

· Select Click here to insert section.

· Enter Section Title.

· Enter Section Caption.

· Click Insert.

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Creating a Department

· Select Department.

· Select Click here to insert department.

· Enter Department Title.

· Enter Department Caption.

· Enter Weighting. This positions the department in the list. If Weighting is left at 0, the default is alphabetic listing.

· Click Insert.

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Creating a Roster Group

· Select Roster Group.

· Select Click here to insert roster group.

· Enter Roster Group Title.

· Enter Roster Group Caption.

· Click Insert.

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Forming the structure

· Select Structure.

· Select New Structure.

· Select Division to Roster Group to create the structure.

· Click the refresh icon  to display further options.

· Select default Shift pattern for this structure.

· Select pattern offset (Offset value) for this structure.

· Select Special day list these personnel will use (usually this is the Default Special Day List).

· Select most used Cost centre for this group. If no cost centre is used more than another, select 00 Default. This can be changed at any time later or added manually for each instance of Extra pay when administered.

· Enter Email address (if required) for this part of the organization e.g. it may be the Resource Management Unit, or Training, where requests/emails are dealt with by one of a number of individuals. This is used for notifications of shift/duty changes.

· Click Insert

	The shift pattern and offset here will automatically be selected when transferring personnel into this structure, saving time. For those personnel who do not work this pattern and offset but belong to this group e.g. part timers, simply change the default when it is shown in the persons transfer window, to the required pattern/offset.
	If your access to the organization is restricted, you may need to arrange for new items to be made accessible to you before you can use them.

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Changing your Organization

Change any details of a Division, Sub-Division, Section, Department, Roster Group or Structure as required.

Changing your Division to Roster Group

· Select Division, Sub-division, Section, Department or Roster Group.

· Click on the title of the option to change.

· Make the appropriate changes e.g. Department Weighting.

· Click Update.

Changing your organization Structure

· Select Structure.

· Select Existing Structure.

· Select your Division to Roster Group.

· Click the refresh icon  to display further options.

· Make the appropriate changes e.g. default Shift pattern.

· Click Update.

Changing options here will not automatically update any previously set items e.g. if the default shift pattern is changed to a new shift pattern say for restructure purposes, personnel will not automatically be transferred to this pattern. A personnel transfer will be required   to complete the process. Likewise, changing the default cost centre will not automatically update any Extra pay that has already been administered.

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