Welcome to the Workplace! 🌿
Setting up your organizational structure is like building a house; you want the foundation to be sturdy and the address to be easy to find. In Visma Recruit, the Workplace tab is where you define the DNA of your specific organizational branch.
Let’s walk through how to polish your organizational details so everything runs like a well-oiled machine!
Naming Your Territory
The first thing you’ll see is the name field. This is where you give your unit its identity.
Be Descriptive: Use names like "Finance Department" or "North Branch."
Stay Unique: Every organization or sub-unit must have a unique name. No twins allowed here!
The Power of Checkboxes
Below the name, you have two very important sidekicks:
Use as Employer Name: Check this if you want this unit's name to show up instead of the main account name when publishing to the Swedish Platsbanken
Note: Platsbanken adds your main account name plus a comma. Keep the total length under 80 characters, or the system might get a bit grumpy when you try to publish!
Use as Department Name for Archiving: This helps keep your digital filing cabinet organized.
Moving the Furniture (Organizational Hierarchy)
Want to move your unit to a different spot in the tree?
Check the box "Click this checkbox to unlock the dropdown list."
Select the parent organization from the list.
A word of caution: Be careful when moving units! If you have permission groups linked to them, moving the unit might scramble who can see what. If you just created the unit, then there's nothing connected to it yet - move away! 😄
Location, Location, Location!
While fields like Address, Zip Code, and City aren't strictly mandatory for the system, the Swedish Platsbanken requires them.
If you leave these blank, the system grabs the address from your main account.
Pro Tip: Keep the total character count across these fields under 50 characters to ensure a smooth transfer to external job boards.
Show Off Your Logo 🎨
First impressions matter! You can upload a specific logo for your branch.
Inherit Logo: Use the same logo as the unit above the one you're currently editing.
Custom Logo: Upload a unique one. (This is mandatory for the top-level organization).
Specs: Use JPG, PNG, or GIF. Aim for roughly 200 x 200 pixels.
Naming: Keep the filename short and avoid special characters or spaces.
Billing & Org Numbers
Most billing fields aren't used, but the Organization Number is key if this branch publishes to Platsbanken independently from the main account.
Final Step: Don't forget to hit that Save button at the bottom! Your hard work deserves to be remembered.