Get started with the banking organisation

Goal

Set up the bank's structure — units, positions and the people in them — so that nobody changes it directly and every change is a request that the right people approve.

Prerequisites

• You can import solutions into the environment (an administrator).

One solution

Import pbo-banking-organisation (Banking Organisation) from Solutions. It brings:

Part	What it brings
Organisation	Units, unit types, positions, jobs, job titles, work centers
Workforce	People, and who holds which position and since when
Governance	Change requests, their approval, reports, and the roles that close the door

The organisation as a tree is the Units list's Organisation chart view, in the Organisation app, and Organisation chart in the Workforce and Governance apps. Select a unit and choose to show the chart from it to see only that branch.

Give people their roles

Role	For
Banking organisation — view	everyone who works with the structure
Banking organisation — request changes	whoever may ask for a change: branch managers, heads of department
Banking organisation — approve changes	every manager a request can be sent to
Banking organisation — HR	HR

Then, in the Organisation app, open Process Roles and give Banking organisation — HR to each person who approves for HR.

Nobody can create, change or delete a unit, a position or a person directly — not HR, and not through the API. Every change is a request.

Try it with the demonstration bank

Tick Include demonstration data when importing pbo-banking-organisation. You get a head office, Region North with Branch 001 and Branch 002, and Human Resources, with six people in their positions. Branch 002's Teller 1 is empty, so there is somewhere to move somebody.

Nobody in it is linked to a user. To act as one of them, open their person record and set User.

A Production environment refuses demonstration data.