Organizational Hierarchy

Modified on Tue, May 9, 2023 at 9:37 AM

The organizational hierarchy settings can be found on the Personnel >>> Organization tab.

We strongly recommend that the District utilize the Simple mode. If you are not utilizing the Simple Mode, simple click on the Enable Simple Mode button to utilize the module as recommended.

In addition, you can click on the Configure and run the Organizational Relationship Maintenance task to review the settings.

You can select the source of the employees Department and Location. Most districts that are utilizing the payroll module will utilize the Position tracking records, but, you can choose whichever option best matches your needs.

In addition, you can select which school years that you want updated when the system task is run. Most district select the current and the subsequent school year.

Enabling the System Task is enableded

Go to the System >>> Tasks >>> Tasks tab and enable the task noted below:

Running the System Task

When you are in the Organizational Relationship Maintenance task, you can run the task by clicking on the Run Now button

Rolling Over the School Based Relationships to the following year.

This task is completed as part of the summer rollover of SchoolFi. If the District wants to rollover the School Relationships before the summer rollover, navigate to the System >>> Summer Rollover >>> Rollover Data tab:

Scroll to the SchoolOrgRelationship row, and click on the Rollover Button