Business Structure
Data in PurePro application is driven by "Business Structures" which follow a Parent-Child hierarchy to store data and perform actions in the application.
The "Business Structure" page allows users to define and manage organisational framework through setting up companies, divisions, sectors, etc; ensuring the payroll process aligns with user's business's structure.
Each block in the structure is denoted as a "Business Unit".
after adding accounts, users can customise the business structure. By default, the PurePro application creates a "DEF - Default" company which can be updated as per user's needs.
Users can click on an entity in the business structure to view its configuration.
Adding a Business Unit
To add a Business Unit, follow these steps: -
Navigate to Account → Business Structure
Click on "Add New"
Provide the relevant details
Click Save
To update an existing Business Unit, follow these steps: -
Navigate to Account → Business Structure
Click on an existing Business Unit
Edit the details as required
Click Update
To delete an existing Business Unit [1], follow these steps: -
Navigate to Account → Business Structure
Click on an existing Business Unit
Click on the "Delete" button in the top-right side of the model
Business Units in use cannot be deleted.
To add consultants, users must enable the "Has Consultants" option in the relevant Business Unit.
How to Select a Business Unit
After creating the "Business Structure", users can now select a specific "Business Unit" to add data and perform actions.
Users can select the desired "Business Unit" from the "Business Units" dropdown menu in the top-right corner of the application where applicable.
Data can be added and actions can be performed as per the user's permissions and business unit configuration.
When adding customers and workers in the application, users can select "Business Unit" to add data to.
Business Structure Dependency
Business units created within an account in the PurePro application follow a parent-child hierarchy for data access, as outlined below:
- Parent BU can see all data of all child BUs
- Child BU cannot see data of other child BUs
- Child BU cannot see data of Parent BU
- Parent BU cannot see data of other parent BUs
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