Human capital
/Configuration
Configuration
Company Data
Input the company data in module "Our companies". You can register unlimited number of companies.
Module "Our Companies"
Departments
Input the departments in module "Departments". You can register unlimited number of departments.
Module "Departments"
Positions
Input the positions in module "Positions". You can register unlimited number of positions.
Module "Positions"
Employees
In the "Staff" module, you can import data using the "Data Import" option located in the left-hand side menu.
Module 'Staff'
Upon selecting this option, a pop-up window will appear.
Module 'Staff'
Initially, you'll be prompted to download a template, which is provided as an Excel file. Once downloaded, ensure to complete all mandatory fields, including names, email addresses, corporate numbers, departments, positions, and managers.
It's important to note that in the template file, managers should be listed at the top, and departments should be included beforehand.
Additionally, there's a backup feature available for updating records. You can download a backup file in Excel format from the left-hand side menu.
Module 'Staff'
For manual entry of employee data, navigate to the "Employees" module and click the "Create" button located in the top-right corner of the screen.
Module 'Staff' > Create
It's essential to note that before creating employees, you must first create departments, with the initial employees designated as managers.
Module 'Staff' > Create