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How to Update/Edit Department and Job Title

A step-by-step guide on how an admin can update the departments and/or job title an employee has been assigned

Updated over 2 months ago

How to edit Department and Job Title for a Single Employee

  1. Go To Employees>>Employees

  2. Search for the employee

  3. Click on the three dots at the far right and select Edit employee

  4. Click the pencil icon next to the name of the employee to edit
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  5. Select their new department and/or job title

  6. Save

How to bulk edit Department and Job Title

  1. Go to Employees>>Employees

  2. Click "Batch Actions"

  3. Click "Edit All from Excel Sheet"

  4. Remove all columns except Department and Job Title

  5. Click "Get Data Template Here"

  6. Open the downloaded Excel file

  7. Go to Sheet1

  8. For each employee:

    • Enter the new Department Code (from the Departments sheet)

    • Enter the new Job Title Code (from the Designations sheet)
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  9. Save the Excel file

  10. Go back to the system

  11. Click "Browse Files"

  12. Select the saved Excel file

  13. Click "Upload"

NOTE: The departments and job titles have to have been created first before you can assign them to an employee. Here is a link on how to do it.

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