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.
- Set up the framework: The space ready to capture the details of your organisation.
- 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 catagorising the same organisation. For example one framework could be structured by location whereas another could use departments within the company.
Location based hierarchy
You could choose to stucture an originasational hierarchy based on different locations.
Department based hierarchy
Using teams or departments is a popular way to structure your orgisatonal hierarchy, allowing you to focus reporting on different sections of the business.
The Totara Academy has a whole course dedicated to using Hierarchies and job assignments in Totara Learn. Here you can learn more on how to use hierarchies and job assignments, see best practice, and give it a go yourself.
