The organizational unit hierarchy is a means for your firm to define your organizational structure. The structure is either three or four levels. The following terms are used to define your organizational unit hierarchy:
- Firm.
- Region (if used, requires at least one Office).
- Office (requires at least one Business Unit). An office can only be assigned to one region.
- Business Unit. A business unit can be assigned to one or more offices.
Each lower unit is assigned to the next higher unit. At least one business unit must be assigned to each office. If regions exist, at least one office must be assigned to each region.
Individuals or single offices may find that the firm and the default office and business unit are the only structure they need or want for efficient operations. Even if you are in this category, you may have a business reason to set up business units (such as Tax Preparation, Auditing, or Consulting) in your firm.
Show an example of an organizational unit hierarchy.
There are additional ways you can set up your organizational unit hierarchy depending on whether you want to use regions, and how you want to group your offices. The example above shows the service line at the business unit level (bottom level).
Show an example without regions and the service line at the business unit level.
Show an example of the service line at the top (region level).
Show an example without regions and the service line at the office level.
