What are organisations?

In Totara, the organisation structure defines the regions, departments, groups, areas, or teams that make up your organisation.

The organisation hierarchy allows you to set up one or multiple organisational structures.

Benefits

The key benefits to setting up your organisational hierarchy in Totara are:

• More flexible reporting
• A user’s learning plan can automatically pull in all competencies and courses assigned to their part of the organisation

How to set up an organisational hierarchy

There are two main steps to setting up your organisational hierarchy.

1. Set up the framework so it is ready to capture the details of your organisation.
2. Set up the organisational items which make up the structure.

Examples

Below you will find several organisational hierarchy examples (with screenshots). 

Multiple frameworks

You can set up multiple frameworks, potentially using these as different ways of categorising the same organisation. For example, one framework could be structured by location, whereas another could use departments within the company. 

Location-based hierarchy

You could choose to structure an organisational hierarchy based on different locations.

Department-based hierarchy

Using teams or departments is a popular way to structure your organisational hierarchy, allowing you to focus reporting on different sections of the business.