Organizational Plan


The organizational plan is the foundation for Organizational Management. Once maintained, it will provide a comprehensive and dynamic model of the structural and human resource environment at your company. You can maintain more than one organizational plan. This enables you to create a model of your current human resources situation, while also maintaining historical models and planning future scenarios. Your different organizational plans are called plan versions.


Plans can cover an entire company, including international subsidiaries and wholly owned companies, or they can focus on just one department. You decide how much of your company to represent in the plan. The content of an organizational plan is company-specific, since the working environment, and the requirements, are different.

Once you establish organizational plans, you can use Human Resources Information Systems, and other reporting features, to extract contextual information about your organization. You can then use the other Human Resources components that are based on organizational plans. Graphic illustration


An organizational plan consists of components, or building blocks, which you link to mirror your organizational model. A basic organizational plan includes:

An organizational structure identifies the hierarchy among the different organizational entities at your company. You create an organizational structure by creating and maintaining organizational units, and the relationships between them.

This is the only mandatory component of an organizational plan. The other components are optional.

A reporting structure identifies the chain of command, or authority structure, at your company. You create a reporting structure by creating and maintaining positions, and the relationships between them.

Organizational Management also supports a matrix management structure, which is a two-dimensional reporting system, when a single position is responsible to, or reports to, two different positions – typically from different departments, divisions, or areas.

A job index identifies the different jobs at your company. You develop a job index by creating and maintaining jobs.

A work center index identifies the different work centers at your company. You develop a work center index by creating and maintaining work centers.

A task catalog identifies the tasks that are performed at your company. The catalog can also identify a set of tasks that are routinely performed together. You develop a task catalog by creating and maintaining tasks.


Organizational plans may include other types of information that do not originate in Organizational Management, for example, cost centers or employees.