To view departments:
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Click on the menu ‘Settings’
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Select ‘Organization’
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Select ‘Departments'
How to add a department
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Click on the menu ‘Settings’
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Select ‘Organization’
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Select ‘Departments'
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Click the button ‘New Department’
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Enter department name
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Enter department code
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Select a supervisor
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Click ‘Submit’
How to upload departments in bulk
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Click on the menu ‘Settings’
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Select ‘Organization’
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Select ‘Departments'
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Click Bulk Upload department
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Click "Download data template here"
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Fill in the template and save it.
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Click "Browse files" to get the template from where you have saved it
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Click "Import"
Job Titles/Designations
Job titles are designations or rather official names. To view job titles:
To view Job Titles.
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Click on the menu ‘Settings’
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Select 'Organization’
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Select ‘Job Titles'
How to add job title/designation
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Click on the menu ‘Settings’
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Select 'Organization’
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Select ‘Job Titles'
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Click on ‘New job title’
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Enter designation name
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Enter designation code
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Select the Department the job title will be under.
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Click ‘Submit’
How to upload Job Titles in bulk
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Click on the menu ‘Settings’
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Select ‘Organization’
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Select 'job title'
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Click Bulk Upload job title.
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Click "Download data template here"
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Fill in the template and save it.
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Click "Browse files" to get the template from where you have saved it
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Click "Import"