Business units are another method of defining where an employee works within the company. They are not a mandatory requirement in Natural HR in the same way as a Department or Site, but rather an additional feature should a company already use Business Units to define their employees' positions within the company.

How to set up Business Units 

Firstly, you will need to create a list of your existing business units, this can be accessed through:

Administration -> HR  -> Data Management -> Business Units 

This page will be accessible to Administrators and unrestricted HR users.

Click the 'Add'  button to create your list of business units.  There is only one field to complete in this form - the name of the business unit.

Click the Actions button followed by 'Edit' to edit the name of an existing business unit.  Click 'Delete'  to delete an existing business unit. 

Note: you will only be able to delete a business unit if there are no employees assigned to it.  You can also archive business units if they are no longer required by clicking the checkbox next to the business unit and choosing 'Archive' from the 'Bulk Actions' drop-down.  Click the 'Archived Business Units'  button to view a list of these archived business units.

Assigning employees to Business Units

To assign an employee to a business unit, you will need to go to: People -> Employees

Click on the 'Change'  icon on an employee file. 

Once you're on the Change page simply scroll down to the Business Unit field. From here you will be able to select the appropriate business unit from the drop down list.  If the option which you are looking for does not appear in this list, depending on the setup of your environment, you may also be able to use the 'Add'  button alongside the field to add in your missing option.