Organisations
An organisation is how you split your workforce into groups. Each worker belongs to an organisation — typically a site, business unit, legal entity, or region — and that grouping is what lets you see and report on compliance one part of the business at a time, rather than as one undivided list.
If a worker is a person and their credentials are what they carry, an organisation is the part of your business that worker sits in.
Why organisations matter
Splitting workers into organisations gives you three things:
- Compliance reporting per organisation. You can see your compliance position for each organisation on its own — how many workers are compliant, at risk, or non-compliant — instead of only across everyone at once.
- The right people see the right workers. Access can be scoped by organisation, so a manager who looks after one site sees the workers and compliance for that site, not the whole company.
- A link to your external systems. When you set up automated checking, organisations can be mapped to the matching organisation in an external provider's system, so the right workers are checked under the right account.
Every worker belongs to one
When you add a worker, choosing an organisation is required. If the organisation you need doesn't exist yet, you can create it on the spot — start typing its name and add it, then carry on. Over time this builds up the set of organisations you can group, filter, and report by.
Reporting on compliance
The Compliance Overview is where organisations earn their keep. You can:
- view the headline compliance numbers for everyone,
- filter to a single organisation to see just that group's position, and
- expand a per-organisation breakdown that lists each organisation with its worker count and how many are compliant, at risk, or non-compliant.
The same breakdown can be exported to a spreadsheet, with a row per organisation, so you can share a compliance snapshot with the people responsible for each part of the business.
Who sees what
Access can be scoped to organisations. Admins see everything, while other users — managers and observers — can be limited to the organisations they're responsible for. On their first sign-in, those users choose which organisations they belong to, and from then on their view of workers and compliance is focused on those groups.
Connecting to external systems
Some checks run against an external provider that has its own idea of which organisation a worker belongs to. When you set up automated checking under Verification Sources, you can map each of your Oho organisations to the matching organisation on the provider's side, so workers are checked under the correct account.