How to create areas? – Chile

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Objective:

Provide users with clear instructions on creating areas to form the organizational structure on the platform, both individually and in bulk. Detailed guidance will be given on defining the names for each division level and on creating divisions, areas, and sub-areas. The ultimate goal is to empower users to establish a comprehensive organizational structure using the tools provided by the platform.

Scope / Limitations:

The article is aimed at Buk customers who wish to enter or form their organizational structure so that there can be a proper relationship between areas and other aspects such as job titles and structures. The information provided in the article does not replace legal or HR advice, so it is recommended to consult in case of doubts or specific needs related to the organizational structure.

Legal Support and Applications:

Buk adheres to labor regulations established by the competent authorities, ensuring compliance with legal requirements and offering a secure and automated approach to people management. Before beginning, it is crucial to understand that area information is fundamental for forming the organization's structure. The basic structure is managed by three levels of division: Division, Areas, and Sub-areas. Within a Division are the company's Areas, which are further composed of Sub-areas. It is important to always include at least three levels, and if you do not work with Sub-areas, you can repeat the name of the Area.

You can define or customize the name of each division level. To do this, go to "Administration" (⚙️) in "General Parameters" under the "Organization" section, where you will find the organizational levels: "First Organizational Level," "Second Organizational Level," and "Third Organizational Level." Once you have defined the names, be sure to save your changes.

Individual Platform Process:

To create your organizational structure individually, start by creating a new division or first organizational level. Go to "Administration," click on "Organization," and then select "Areas" to view your entire organizational structure. Click the "Create Division" button, define the name, and click "Save." This will automatically create the first level.

Once created, by clicking on the name of your Division, you will be able to create the corresponding areas in the "Edit" section. Then, select the "Create Area" option and fill in the name of the area in the corresponding box. Then, press "Save".

After completing the previous step, you need to create the sub-areas. To do this, click on the name of your Area and, in the "Edit" section, select the "Create Sub-area" option and, fill in the required information. Once ready, remember to save the changes.

Bulk Platform Process:

To create a bulk organizational structure, go to "Information" and click on "Importers," then select "Importers" again. There you will find the "Areas (importer/implementer)" option, which provides a list of instructions for the upload. Download the template, fill in the necessary information, and upload the file using "Select File." Once successfully imported, your structure will be ready. You can review it by going to "Administration," selecting the "Organization" section, and then clicking on "Areas."

Country-specific considerations:

Chile:

In the sub-area, it is crucial to include the information of the commune and city to which the sub-area corresponds. This data is essential for the Payment Register to be uploaded successfully to the DT without issues.

Required Modules:

Base: People management.

Necessary or Associated General Settings:

You can define or customize the name of each division level. To do this, go to "Administration" (⚙️) under "General Parameters" in the "Organization" section, and define the names according to your preferences or needs.

Key words:

Division, areas, sub-areas, structure creation, create area, area name, change division names, edit commune and city, area importer, organizational structure.

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