An Organisation is the highest level of an Organisation Structure within your Learning Management System (LMS). In turn, your Organisation will be made up of individual Organisation Units, such as the HR department. You can also set up additional Units within an Organisation Unit. For example, you might have an Operations Organisation Unit, which includes sub-Units consisting of customer service, back office admin, customer relations and claims teams.
Alternatively, if you work in a large Organisation, you might need to break your structure down into multiple Organisations and can be a good way to manage your reports. For example, you may have a different Organisation to represent different branches, countries or divisions, or you may have sister companies that need to sit as separate Organisations. Deciding whether or not to have multiple Organisations largely depends on who the Users will be Reporting on and their visibility across the Organisation.
Please note that the ability to create new Organisations is not available for our multi-tenancy clients.
For smaller Organisations, just having one Organisation which is broken down into Units is usually sufficient.
As part of your site configuration, your initial Organisation structure and Users will be created for you. We may then arrange for a data feed from an existing HR system to your Unicorn LMS to manage any changes automatically so you don't have to manually add or archive User accounts or Organisation Units. However, if you do not have a data feed this will be something you will need to manage yourself.
To view your Organisation structure, click on User Admin from the Common Tasks Portlet on the homepage.
Alternatively, navigate to the Menu and click on Organisation and Users.
Your Organisation structure will be displayed and clicking on the + icon next to it will enable to expand the structure and view all Units and sub Units (where applicable).
In this example, we have expanded the Bank of Unicorn Limited (our Organisation) and it is organised like this:
In the above example, 'Investments' and 'Mortgage Services' are parent Units. 'Corporate Investments', 'High Risk' and 'Private Investments' are child Units of 'Investments'. On the right-hand side, you can see how many Users there are per Unit. So, Investments has 9 in total and Mortgage Services has 5.
You can set your Users up with different Reporting Scopes, allowing you to control the visibility they have across your Organisation or Organisation Units and therefore the Users within. For example, a User who has a Reporting Scope of 'All Organisations' would be able to see everyone within your whole Organisation structure.