Organizations

An organization is an entity comprising multiple people, tools, and vehicles that collectively operate as a unit toward a common goal. That is, an organization is either a main company, a subdivision (Line of Business of an organization), or a third-party company that has a contract with the main company. An organization can have buckets, organization units, mobile workers, tools or vehicle associations.

An Organization can have buckets, organization units (Org Units), mobile workers, tools, or vehicle associations. You must create an organization before adding any type of resource. There's one default organization and you can create more organizations (in-house and contractor) to meet your operational needs. For example, if XYZ Inc., is the main organization, XYZ East Coast and XYZ West Coast could be subdivisions. The resources that are directly employed with the organization are known as in-house resources. The resources that are employed by a third-party company that subcontracts work are known as contractors. It is recommended that you create an organization for each contractor company. If the main organization can't directly assign activities to contractor resources for legal reasons, it can assign activities to a bucket that contains contractors. Further, a mobile worker, tool or vehicle automatically inherits the parent’s Organization, while a bucket or organization unit can be changed to any defined Organization in the application.

If your company operates across multiple countries or has multiple entities or organizations, you can create an Organization for each specific entity or country. When setting up Work Zones and Work Schedules, you can easily associate them with the relevant Organization. This helps you define Work Zones and Work Schedules tailored to the unique requirements of each organization. Also, when assigning Work Zones and shifts to resources, you can select those that are specific to the resource's Organization, ensuring greater precision and compliance in workforce management across different regions and entities.

The Organizations page shows all the Organizations and the number of Work Zones, Work Schedules, and Shifts configured for each Organization.