Working with units

Updated 4 days ago by Leigh Hutchens

Please note that the ability to create your own units depends on your license. If you're unable to create your own units, contact our Quinyx Support team. They will be happy to help you or point you in the right direction!
Click here to read more about group management and how to add, edit, and delete units.

What is a unit?

A unit is one of the elements in the Quinyx organizational structure that is mandatory. You always need a minimum of one unit, as the units in your structure will contain you employees and schedules.

The unit settings are configured on the main unit before you create the rest of your units. The "main unit" is the unit that is created by default when the customer account is created. The settings you configure on your main unit will then be inherited to all new units that you create after. You can, of course, change any inherited settings on subsequent units.

Remember, if you make changes on the unit card after you've created all the units, you need to make the change in all units. You can do this manually or via our API. 
Unit inheritance is only done when creating new units, not when changing existing.

You will find the organizational structure under Account settings > Group management. Under Group management, you'll see the overall structure of your organization:

If you're using districts, you need to set up one district before adding any unit settings to the main unit. You can’t save any changes to the unit if you haven’t defined a district on the unit when using districts.

Click here to read more about organizational structures.

Once you've added a unit. you can click on the new unit you've created to add additional information, but you will see that it has inherited settings from your main unit.

You can add the following information:

Manager

The name of the unit's manager.

Cost center

Add the cost center you want the unit to use. Remember, cost centers can be used in different ways, so decide how you want to use it before you add it anywhere. Read more about cost center inheritance here.

District

Districts are optional, so this is only applicable if you have districts in your configuration. Select on the unit what district it belongs to if you are using districts.

Application ID

Use this if you need it for integrations with other systems, like HR and/or payroll.

Group Integration keys and unit integration keys:

This field can be updated later if you don't add it during your initial configuration.

Time zone

You can set another time zone if the unit should not have the same as the Global time zone.

Minutes to auto log off

Set how long before you a user is logged out.

Auto publish schedule

You can set this if you want the schedule to always be published (visible to the employees) a certain number of days/weeks ahead. You can also do this manually in the schedule.

Advanced unit settings

More advanced settings. Read more about advanced unit settings here.

Add sections

This is where you add sections to your unit. Read more about organizational structures here.

Watch a short video tutorial about unit settings.

Click here to read more about group management and adding, editing, and deleting districts, sections, and units


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