Organization setup and administration
Set up your organization, manage access, and maintain settings.
Organization setup provides the shared choices and responsibilities your team uses in FTE Tree. Departments organize the work, job classifications describe kinds of positions, and schedules and other choices keep information consistent. Roles determine who can see or change records, while approval setup determines how position requests are reviewed.
Start with a small working example: prepare the basic choices, give people the access they need, and test one position and request before adding a larger set of records. Workforce Budgeting adds financial setup for budgets and employee costs. After setup, review access, approval coverage, billing, and information that needs attention as your organization changes. The guides distinguish shared organization settings from each person's account preferences and explain which responsibilities belong to an organization administrator.
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How it works
- Set up and maintain your organization
Set up your organization in a useful order, try one position, and keep records and access up to date.
Set up your organization
- Create an organization and start a trial
Choose a plan, name your organization, and start a trial for your team's FTE Tree records.
- Manage organization settings
Set the organization name, time zone, regional presentation, earliest record date, and shared policies.
- Set up departments
Add departments, place them in your organization, and choose when their names and settings change.
- Set up department financial classifications
Create financial codes such as Fund and Cost center, then choose which codes each department uses.
Set up positions and staffing
- Set up job classifications
Create job classifications, organize them into groups, and choose which departments can use them.
- Position settings and assignment rules
Choose how external IDs work and whether employees and positions can have more than one assignment.
- Set up position numbers and external IDs
Choose how position numbers appear and add the IDs used to match records with another system.
- Set up fields and choices
Add useful fields and choices to records, choose what is required, and keep older values understandable.
Set up approvals
- Set up approvals and required files
Choose who reviews position requests, which files are needed, and when a response is due.
Manage users and access
- Invite and manage users
Invite people, give them the access they need, and update or end their access when responsibilities change.
- Roles and permissions
Choose what each person can see and change, and which departments they can work with.
- Configure company sign-in
Set up your company's sign-in service and try it before requiring everyone to use it.
Manage billing and records
- Activity history
See who changed a record, when they changed it, and why, with links to the related work.
- Billing and subscriptions
Choose or change a plan, check position usage, and manage payments, trials, invoices, and cancellation.
- Data retention and deletion
Learn what is kept when access ends and how to ask for records or an organization to be deleted.
Connect an HR system
- Human resources system connections
Learn how an agreed HR-system connection works and where to correct information it maintains.
Related topics
- Set up annual hours and pay grades
Set the hours used to calculate hourly costs and maintain pay grades and salary ranges.
- Set up pay adjustment rules
Create a reusable rule for benefits, a premium, or an allowance, and choose how it is calculated.
- Understand workforce rules
Learn what workforce rules check, how targets and dates produce a result, and when a warning or block affects a change.