Easily adjust the organisational structure of your online academy to match the structure of your organisation.
What is the organisational structure?
The organisational structure is intended to classify employees within the company and the department they belong to. Employees can be further classified with teams or groups. In addition, you can specify the existing functions within your organisation here. Learning activities can be assigned to elements of the organisational structure, ensuring that all users within the company, department, team, group, or with a specific function are automatically enrolled in those learning activities.
Later in this article, we will further explain the functionalities of the various components that can be added to the organisational structure.
We recommend setting up the organisational structure directly during implementation. This way, you can easily add and modify users, keep an overview of learning activities, analyze reports better, and set up the management structure.
How do I add a component to the organisational structure?
To add a company, team, or other component to your organisational structure, navigate to 'Organisational structure' on the left side of the screen. Then, click on the appropriate tab and click the '+' to add a component. Give the component a name and save the changes using the button at the bottom.
Components of the organisational structure
Companies
Companies and departments are the top layers of your organisational structure. A company is always linked to a department, and multiple departments can fall under a single company. A user is always associated with a company and department.
Departments. Assign departments to a company so you can track which department belongs to which company.
Analysis. Companies are visible in reports and tables, such as in My Team. This helps with analyzing the usage of the academy.
Assign. You can assign learning activities to a company. This way, all users within that company are automatically enrolled in the specified learning activities. Additionally, you can assign qualifications to a company to ensure that users within that company obtain the necessary certifications.
Managers. Companies help you set up the management structure. Through the Management rights tab of an individual manager, you can link a manager to a company. The Managers tab of a company provides insight into which managers have access to the company. You can also add or remove managers here; however, they must already be existing managers.
Users. The Participants tab of a company provides an overview of which users are associated with the company. You cannot add or remove users here; this must be done via the Users section in the menu on the left side of the screen.
Departments
Companies and departments are the top layers of your organisational structure. A company is always linked to a department, and multiple departments can fall under a single company. A user is always associated with a company and department.
Analysis. Departments are reflected in reports and tables, such as in My Team. This helps with analyzing the usage of the academy.
Assign. You can assign learning activities to a department. This way, all users within that department are automatically enrolled in the specified learning activities. Additionally, you can assign qualifications to a department to ensure that users within that department obtain the necessary certifications.
Managers. Departments help you set up the management structure. Through the Management Rights tab of an individual manager, you can link a manager to a department. The Managers tab of a department provides insight into which managers have access to the department. You can also add or remove managers here; however, they must already be existing managers.
Users. The Participants tab of a department provides an overview of which users are associated with the department. You can add users to the department using the '+' button in the top right corner; these must already be existing users. It is not possible to remove users here; this can be done through the Users section in the menu on the left side of the screen.
Teams
Teams allow you to create additional layers in your organisational structure. They offer flexibility since they are not linked to departments or companies, and users can belong to multiple teams. Unlike companies and departments, adding a user to a team is optional.
Analysis. Teams are reflected in reports and tables, such as in My Team. This helps with analyzing the usage of the academy.
Assignment. You can assign learning activities to a team. This way, all users within that team are automatically enrolled in the specified learning activities. Additionally, you can assign qualifications to a team to ensure that users in that team obtain the necessary certifications.
Managers. Teams help you set up the management structure. Through the Management rights tab of an individual manager, you can link a manager to a team. The Managers tab of a team provides insight into which managers have access to the team. You can also add or remove managers here; however, they must already be existing managers. Teams are not linked to companies or departments. You can use them flexibly within your management structure.
Users. The Participants tab of a team provides an overview of which users are associated with the team. You can add users to the team using the '+' button in the top right corner; these must already be existing users. Additionally, you can remove users from the team using the trash can icon. Users can also be added to a team when adding or updating users.
Functions
Functions allow you to create additional layers in your organisational structure. Functions offer flexibility, as they are not linked to departments or companies, and users can hold multiple roles. Roles are also outside of the management structure. Unlike companies and departments, assigning a role to a user is optional.
Analysis. Functions are reflected in reports and tables, such as in My Team. This helps with analyzing the usage of the academy.
Assignment. You can assign learning activities to a function. This way, all users with that function are automatically enrolled in the specified learning activities. Additionally, you can assign qualifications to a function to ensure that users in that function obtain the necessary certifications.
Skills: You can assign skills to a function. This way, all users with that function will automatically see the relevant skills in their skills overview.
Users. The Participants tab of a function provides an overview of which users hold that function. You can add users to the role using the '+' button in the top right corner; these must already be existing users. Additionally, you can remove users from the function using the trash can icon. Users can also be added to a function when adding or updating users.
Groups
You can use groups to organise users independently of the fixed organisational structure into a (temporary) group. For example, this could include a trainee group, an onboarding program for a group of new employees, or a management development program.
Users. Through the Users tab of a group, you can add users to the group and see which users are already in the group.
Supervisors. You can add supervisors per group. This can be administrators and managers. The supervisors have, from that moment on, access to the learning analytics of the users in the group.
Group supervisors
Through the Supervisors tab, you can add a supervisor for the entire group. This can be either a manager or an administrator.
Supervisor for an individual user
Using the Users tab, you can assign a supervisor to an individual user. Click on the pencil icon in the user's row to do this. A supervisor of an individual user must always be a manager.
Assignment. You can assign learning activities to a group. This way, all users within that group are automatically enrolled in the specified learning activities. Additionally, you can assign qualifications to a group to ensure that users within that group obtain the necessary certifications.