How is an organisation built in Quinyx?
Using the company's organisational structure usually provides a good basis when setting up your configuration. However, it is not unusual that you will need to make some small changes to achieve the different permission levels in Quinyx that you want to have. Therefore, it is not necessary for the structure in Quinyx to reflect the actual structure of your company.
At the top of the organisational structure is the company. At the highest level in the structure is the customer card. The customer is created by Quinyx and contains, for instance, general contact details, defines which modules will be available, whether districts will be used and how many user licences there are according to the agreement. Staff members who will have the highest levels of access are added at customer level. The role in Quinyx associated with this highest level of permissions is called Manager.
Below the customer level you have an option to set up districts,which group a number of units in different geographical areas. Districts only need to be created if this makes things easier and there is a need to do so, it is not a mandatory level in the structure. You can select a manager group which is responsible for the district and/or a manager. The District manager has access to all units belonging to the district.
There are units under districts in the structure. Units are often defined as separate physical locations in the company. There must be at least one unit for each customer. Each unit has its own schedule. A unit manager in Quinyx is assigned the role of Local manager and only has access to his/her own unit. Employees belong to a unit, but you also have an option to share staff between units if needed. The name "Unit" is used by default in Quinyx, but we recommend that you use the term commonly used in your company.
There can be different types of units, for instance:
- Call Centre
- Care home
You can create sections in order to separate different areas or departments within a unit. Sections are, like districts, an optional level in the structure.
Possible examples of sections in different types of companies are as follows:
- Fruit and vegetables
One benefit of having sections is that it makes it easier for a section manager who does scheduling for his/her section only. You can also link a cost centre to a section to allow you to monitor the costs per section. Staff as well as shift types can be linked to a section.