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Geographic Information#

The Geographic Information section defines the physical areas that govern an organization.

• Define Countries (IDCO)
• Define States and Provinces (IDSP)
• Define Counties (IDCN)
• Define School Districts (IDSD)
• Define Tax Jurisdictions (IDTX)
• Load GEO Codes (Vertex.UDTX)
• Define Locations (IDLN)

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Organization Structure#

The Wiki Organization Structure is the building block for the entire system. Every business application defined in the system will utilize this structure in one way or another.

These definitions are the high level rules and policies that will be associated to employees and govern the day-to-day operations. Careful consideration and planning are required to ensure the structure will meet the organization’s current and future requirements.

The organization’s legal and financial structures contain data concerning payroll and human resources government reporting, general ledger chart of accounts, distribution rules, etc. This information is used primarily in the payroll functions, however, basic setup of the G/L company is required at this time.

• Define Entities (IDEN)
• Define Business Calendars (IDCL)
• Define General Ledger Companies (IDGC)
• Define Industry Codes (IDIN)
• Define Authorization Areas (IDAA)
• Define Departments (IDDP)
• Define General Ledger Segments (IDGS)
• Define Organization Levels (IDOL)
• List Entities, Departments and Organization Levels (RDEN)
• Define Holiday Calendars (IDHC)
• Define Time Codes (IDTC)

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Human Resources Policies#

Human Resources Policies pertain to the work agreement between the organization and its employees.

These agreements will be analyzed and then organized into units and then sub-divided into groups. These definitions will be looked at in terms of payroll rules, benefits eligibility, attendance (or leave) policies, salary ranges, and wage rates.

• Define Change Reason Codes (IDCR)
• List Change Reasons (RDCR)
• Define Termination Reasons (IDTR)
• Define Employment Statuses (IDES)
• Define Units (IDUN)
• Define Groups (IDGR)
• List Units and Groups (RDGR)
• Define Work Calendars (IDWC)
• Define Work Rules (IDWR)

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Job and Position Definitions#

Once the organization’s structure and policies have been defined, the next step is to look at the tasks that take place within the organization.

• Define Occupation Codes (IDOC)
• Define Jobs (IDJB)
• List Jobs (RDJB)
• Define Positions (IDPS)
• List Positions (RDPS)

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Notes #

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