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The organisation hierarchy allows you to set up one or multiple organisational structures.

The organisation structure defines the regions, departments, groups, areas, or teams that make up your organisation.

Benefits

The benefits to setting up your organisational hierarchy in Totara:

  • More flexible reporting
  • A user’s learning plan can automatically pull in all competencies and courses assigned to their part of the organisation

How to set up an organisational hierarchy

There are two main steps to setting up your organisational hierarchy.

  1. Set up the framework: Get the space ready to capture the details of your organisation.
  2. Set up the organisational items which make up the structure.

Examples

Below you will find a number of organisational hierarchy examples (with screenshots). 

Multiple frameworks

You can set up multiple frameworks, potentially using these as different ways of categorising the same organisation. For example one framework could be structured by location whereas another could use departments within the company. 

List of organisation frameworks.

Location-based hierarchy

You could choose to structure an organisational hierarchy based on different locations.

A location-based organisation hierarchy.

Department-based hierarchy

Using teams or departments is a popular way to structure your organisational hierarchy, allowing you to focus reporting on different sections of the business. 

A department-based organisation hierarchy.

Totara Academy

The Totara Academy has a whole course dedicated to using Hierarchies and job assignments in Totara. Here you can learn more on how to use hierarchies and job assignments, see best practice, and give it a go yourself.




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