Default Organization Unit

The Default Organization Unit screen allows configuration of default organization level data. These defaults are automatically entered into corresponding fields when a page is opened for records requiring organization information (for example Productivity Input). These defaults are also loaded when any of the schedule search screens are opened.

Not all organization levels need to be set up. For example, if a user accesses several departments within a cluster, the defaults can be set up only to the cluster level, and the user can then fill in the department information when opening a record.

Note: The number of organization units available and the labels of each level are determined by the corporate structure.

Note: When a user opens a page with defaulted organization unit information, any of these fields can be changed to access a different organization unit from the default settings.

Click on the Reset All Users button to reset the preferences values for all users back to the system defaults. These default values are set up on the System Preferences card and will replace the user values set up on the related screen in the My Preferences card.

Click on the Reset Users button to set the preference values back to those set up on the System Preferences card for selected employees. The Employee Search screen is displayed to search for and select one or more employees to reset.

When user preferences are reset, the values set up by the user for a screen in the My Preferences card are replaced with the values set up on the related screen in the System Preferences card.

After selecting the Reset Users button, the following Actions are available for searching and resetting records:

The Advanced button loads the expanded search criteria mode with additional fields for locating a record. When the Basic search mode is loaded, the button shows as Advanced. When the Advanced search mode is loaded, the button shows as Basic.

Note: The user can set whether the Basic or Advanced search mode is automatically loaded for each screen. This setting is found under Preferences section>My Preferences card>Search screen>Mode tab. The Advanced/Basic buttons only display on screens with Advanced search capabilities.

The Cancel Reset button cancels the reset process to change preference values to the System Preferences. The preferences set up by users on the My Preferences card are left intact.

Changes the values for the selected employee(s) to the system default values. This action is available after the results are listed for the Reset Users search.

Check to the box to the left of each employee name to select it, then click on the Reset Selected button.

The default values set up in the System Preferences screen will now appear in the related fields in the Employee Preferences screen.