1. Open the Organizational Units settings
Go to Settings → Org Units to manage your company structure.

2. Create a new organizational unit
Click Create New Organization Unit to open the setup form for a new department, team, or division.

3. Enter the required unit details
Enter the Name of the organizational unit, as this is required to create the structure.

4. Add optional unit information
Optionally include an External Org Unit ID, Description, and Active From / Active To dates.

5. Define the unit hierarchy
Select the Organization Unit Type, then assign a Parent Organization Unit if the unit belongs under an existing one.

6. Assign managers and employees
These fields are managed through work history. To make changes, please use the work history section.

7. Save the organizational unit
Click Save to create the unit and add it to your company hierarchy.

8. Review existing organizational units
Use the dashboard to view existing units, search by name, or filter them by Pending, Active, or Archived status.

9. Build your organizational structure
Continue adding units and defining parent relationships — this structure will automatically generate the Org Chart.