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