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<< Click to Display Table of Contents >> Navigation: Additional Common Topics (Listed Alphabetically) > My Organizations |
My Organizations allow the user to create and save one or more lists of Jobs and Areas that are stored under a unique organization profile. When an organization profile is selected, then the application will, by default, display those specific lists of Jobs and Areas associated with the selected organization. Using My Organizations, the user can customize an Assessor Series application to display only those Jobs and Areas that are relevant to their organization, rather than display all of the available job titles or areas in ERI's database.
An organization profile may include saved Benchmark Job Lists, Geographic Area Lists, Hybrid Jobs, User-Defined Averages, Internal Jobs, and/or Internal Areas, as well as Compensation Management and Survey Management lists saved in the Salary Assessor.
Users can share an organization profile with all users under the same account OR keep the organization profile accessible only to the list creator. Shared organization profiles can be set as read-only OR include both read and write functions. By default, the permission setting for a new organization is Do Not Share.
The My Organizations page includes Data Availability, which allows users to search for jobs, areas, skills, certifications, and industries available in their subscription, or browse through all available data in the Assessor Series.
The My Organizations page also includes List Management, which allows the list creator to export to Excel (in .CSV format) OR delete Benchmark Job Lists, Geographic Area Lists, Hybrid Jobs, User-Defined Averages, Internal Jobs, and/or Internal Areas saved under the selected organization.
To Access My Organizations
Access My Organizations using any of these methods:
•Navigate to the Cloud Assessor Series Homepage and select My Organizations from the Applications menu.
•Click on the Assessor application displayed in the upper-left corner and select My Organizations from the menu.
•Click on My Organization and then select Manage Organization at the top of any Assessor application.
Note: The My Organizations feature is only available in enhanced subscriptions. Please contact ERI for more information about the various editions available in the Assessor Series.
These four tabs can be accessed from the My Organizations page:
•Jobs
To Create an Organization
1.In My Organizations, click Create New Organization. You may also click on My Organization and then select Add Organization at the top of any Assessor application.
2.In the New Organization dialog, enter a unique name for the organization and click OK.
3.To create a list of jobs, navigate to the Jobs tab and either manually add jobs OR import a list of jobs.
4.To create a list of areas, navigate to the Areas tab and either manually add areas OR import a list of areas.
To Rename an Organization
1.In My Organizations, select a saved organization.
2.Click Rename Organization.
3.Enter the new name to be used for this organization.
4.Click OK to save the new organization name.
To Share an Organization
1.In My Organizations, select a saved organization.
2.Click Share Organization to open the Organization Share Settings dialog, which displays the Organization Name, Users with access on the same account, and current Permission status (Owner, Do Not Share, Read Only, OR Read and Write).
3.Select Share with All Users to share all lists saved under the selected organization profile with all users on the same account.
4.In the Select Share Type dialog, choose one of these options for the selected organization:
•Allow all users to edit my organization and lists
•Allow all users to see my organization and lists as read only
5.Click OK in the Select Share Type dialog.
6.To change the Permission status for an individual user, click on a cell in the Permission column for the individual user and choose one of these options for the selected organization:
•Read Only
•Read and Write
•Do Not Share
7.Click OK in the Organization Share Settings dialog.
Note: Only the organization creator can manage share settings.
To Make an Organization Private
1.In My Organizations, select a saved organization.
2.Click Share Organization to open the Organization Share Settings dialog, which displays the Organization Name, Users with access on the same account, and current Permission status (Owner, Do Not Share, Read Only, OR Read and Write).
3.Select Do Not Share Organization to make all lists saved under the selected organization private.
4.Click OK in the Organization Share Settings dialog.
5.To change the Permission status for an individual user, click on a cell in the Permission column for the individual user and choose one of these options for the selected organization:
•Read Only
•Read and Write
•Do Not Share
6.Click OK in the Organization Share Settings dialog.
Note: When a user is viewing a list in a Shared - Read Only organization created by a different user, the list cannot be edited, renamed, or deleted. To create a new list, first select an alternate organization under Owned OR Shared – Read and Write.
To Delete an Organization
1.In My Organizations, select a saved organization.
2.Click Delete.
3.Confirm the deletion of the organization (including the job and area lists associated with the organization).
To Delete an Individual List in an Organization
See List Management
To Use an Organization in an Assessor Application
1.Click on My Organization at the top of any Assessor application and select Switch Organization.
2.Organizations are listed in the under one of these categories:
•Owned (the current user created this organization)
•Shared - Read Only
•Shared - Read and Write
3.Select one of the organizations listed.
4.When you view a list of Internal Jobs or Internal Areas anywhere in the Assessor application, only those Internal Jobs or Internal Areas defined in the selected organization profile will be displayed.
5.In the Salary Assessor, users may select Compensation Management and Survey Management lists in a shared organization by selecting the list from the saved list menu.
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