Introduction

The department tree in FTE Tree is the core organizational structure for your account. It serves as the hierarchy under which positions, users, approval workflows, and job codes are organized. In accounting terms, it can be compared to a chart of accounts with locations and cost centers.

The department tree is flexible and supports any hierarchy your organization needs, whether you have one department or thousands, with a shallow or deep structure. Although you can change the department tree at any time, we recommend reading through this documentation first to plan a well-thought-out setup.

Note: You can customize the default name of 'Department' within FTE Tree to something more suitable for your organization, such as cost centers, locations, or business units. This documentation will refer to it as 'Department'.

Before configuring your department tree, please consult this documentation and consider the implications for how you assign users, job codes, and other settings within FTE Tree. Please contact us with any questions on how to best set up your organization.

The Department

The department is the core organizational unit within FTE Tree. Positions are assigned to specific departments, and a department may have its own approval workflow independent of other departments. Permissions to view and update positions can also be managed by department.

You can create a highly customized tree structure, similar to organizing files into folders on your computer. Departments can be added and grouped as needed, and positions, users, and approval workflows can be assigned to any department or group of departments. Typically, positions are assigned to the leaf nodes of the department tree, but you can also assign positions to branch or root nodes if desired.

Department Tree Settings

To edit your department tree, click on the name of your organization under 'Settings' on the navigation bar, then click on the 'Department Tree' tab and select 'Update Department Tree'.

General Settings

  • Department Name: The name of the department as displayed throughout the application. The name must be unique across your organization.

  • Parent Department: The parent of the selected department. If the selected department does not have specific values assigned, it will inherit values such as users and approval workflows from the parent department.

  • Available to Assign Positions: Enables users to assign positions to the selected department. This is typically enabled for leaf departments with no children, but you can enable it for other departments if needed.

  • Include in Breadcrumb Label: Includes the department name in its breadcrumb label for easier identification. For example, if you enable this for an 'Administration' division, the breadcrumb label for a 'Marketing' department under it will be 'Administration / Marketing'. If the department itself is being displayed, this setting is ignored and the department name will be shown regardless.

Note: To maintain data integrity, departments with assigned positions cannot be deleted. If you no longer wish to use a department with assigned positions, disable the 'Available to Assign Positions' option to hide it from use.

Department Role Users

This feature allows you to assign a specific user to a role and map it to a department. When an approval request is made, the associated workflow uses the mapped role to assign the correct approver based on the department.

  • When configuring approval workflows, you can assign a role, such as a director, to the workflow. When a new approval request requires approval from a director, the workflow will identify the department in the request and select the director assigned to that department role user as the approver.

  • Parent departments with assigned role users will also be included in the approval workflow, allowing a director at a higher level in the department tree to automatically propagate down to child departments. These inherited role users are displayed on the form for your information. To change them, click the update link to be taken to the parent department.

  • Roles cascade down through the department tree. Any role assigned to a parent department will also apply to sub-departments.

Department Job Codes

This section defines which job codes are available for use in the selected department. Job codes must be explicitly mapped 1:1 to a department; there is no hierarchy or cascading of values. This ensures that job codes and their associated wage rates are only visible in the departments where they should be used.

Job codes can also be mapped back to available departments, as described in the job code settings documentation.

Approval Workflows

Approval workflows can be assigned anywhere in the department tree and cascade down to child departments. You can assign a specific workflow to the top of your department tree and let it cascade to all child departments, or assign specific workflows to individual departments or branches. The update form will indicate which approval workflow is assigned and its origin department.

In FTE Tree, an approval workflow must be assigned to a department for users to make approval requests. Additional information on configuring and using approval workflows is available here.

Example Department Trees

FTE Tree's department tree supports any configuration your organization requires. Below are several examples for reference.

Simple Flat Department Tree

This is the recommended tree for smaller organizations with one level of multiple departments under a single parent department.

under one organization dept tree

  • At the root, "My Organization" serves as the parent department for every other department in the tree.
  • At this level, you can assign approval roles and users. For example, a CFO who must approve each position can be assigned at the "My Organization" level and included in approval workflows. Any approval request from any department will automatically include the CFO.
  • Administrators or leaders who need access to the entire department tree can be given access to "My Organization" and will then be able to view all departments.
  • If you enable the option to add positions to "My Organization," you can still assign positions there if needed.
  • Summary reports will show totals for each department and a total for "My Organization," which includes any positions attached to it as well as those from child departments.

Complex Department Tree

This example demonstrates a more complex department tree with branching, where an organization breaks departments into cost centers.

complex dept tree

  • The Finance department contains multiple cost centers (Accounting, Billing, Info System). Positions are assigned to each cost center. A manager assigned to the Finance department would have permissions to all departments under Finance.
  • The Marketing department consists of a single cost center. You can either create a Marketing parent department with a single cost center underneath it or add the cost center directly.
  • The Operations department has two major groups, Manufacturing and Distribution, each with their own child cost centers. The Chief Operating Officer could be assigned to the Operations department role, and any approval request from the four cost centers (Warehouse, Machining, Small Parcel, Freight) would automatically include the COO as an approver.
  • Department role users, job codes, or positions can be added at any level within the department tree.

Need Help?

If you have questions about configuring your department tree, please contact us or email us at support@ftetree.com.