How to Set Up Your Org Structure

Core. Org structure is a setup task, not AI. It records your company locations and departments as reference data the rest of Exterview can use.

Purpose

Locations and departments give every job and every user a place in your organization. Add them once here and reuse them everywhere else in setup. To add job families, bands, skills, and responsibilities on top of this, see Job Architecture.

Steps

Open Setup

Go to Settings → Setup. Departments are on the Foundation tab; Company Locations are on the Governance tab.

Add company locations

Add each location’s name and region (APAC, EMEA, or Americas). Type the city and Exterview suggests matches with the region filled in automatically.

Add departments

Add the departments or functions that will use Exterview. Departments are name-only, no region needed.

Edit or remove entries

Edit a name or region, or delete a location or department, at any time from its card.

Best practices

Every job and every person you add picks a location and a department from this list, so it is worth getting right once.

Do this	Avoid this
Add each location and department once here and reuse it everywhere else in setup.	Re-typing a department per job. Two spellings of one department split your reporting in half.
Name them the way the business already does, so recruiters recognize them in a dropdown.	Internal codes nobody recognizes. The person picking from the list is the one who mis-files the job.
Prune entries you no longer hire into.	Leaving dead locations live. They keep appearing as valid options.

​Purpose

​Steps

​Best practices

Purpose

Steps

Best practices