Business Structure and Location Audit

Purpose

Validate organizational hierarchy, jobs, locations, and manager scope.

How to use this checklist

Run this review with a system administrator, payroll/timekeeping owner, operational manager, and reporting or integration owner. Mark each item Pass, Needs Work, or Not Applicable and capture evidence.

Checklist

• [ ] Facilities, departments, jobs, and cost centers follow naming standards
• [ ] Inactive nodes are end-dated rather than reused
• [ ] Primary jobs map employees to the correct home location
• [ ] Transfer targets are available only where work can occur
• [ ] Manager organization groups align with accountability
• [ ] Scheduling and timekeeping use the same active structure
• [ ] Reports reconcile organization paths to operational ownership
• [ ] Structure changes include downstream impact testing

Minimum evidence to retain

• Screenshot or export of the applicable configuration.
• Test employee, test date, expected result, and actual result.
• Named owner and due date for every failed item.
• Approval showing the business owner accepted the final result.

Stop and escalate when

A failed control could affect payroll, employee access, compliance, or a closed pay period. Do not use production edits as the first test.