Create a Company Hierarchy by relating a table to itself

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I have been away from QB for quite a few years... and trying to remember a lot of it. Is there a way to create and maintain a manager table based on an employee table? Basically create and then append when needed... I want to create an associate hierarchy table without having to maintain 3 different tables: associate/district/regional levels
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Hans Hamm

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Posted 2 years ago

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Matthew Neil

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You can do this with one table, but the self relationship is tricky to set up the right way.  But you will be able to have Regional levels with multiple District levels, and multiple associate levels.

All of the people will be stored on one table, so you can do all of your on-boarding documents, payroll, and/or time cards from that one table.

It could take a decent amount of time to set up, but once you get it, it will give you a lot of flexibility down the road.