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.

Once all required information is filled in, you can proceed to import the file into the system.

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'

After clicking this option, a pop-up will appear, prompting you to select a date. Based on the chosen date, the system will populate all information starting from that specific date.

For instance, if you select 2024-02-01, the system will populate all information in the Excel file from that date. Once you've made the necessary amendments, you can import the updated file back into the system by clicking the 'Import XLSX' button from the menu.

Furthermore, there's an option for manual entry of employee data. To utilize this feature, navigate to the "Employees" module and click the "Create" button located in the top-right corner of the screen.


Module 'Staff'

From there, you can proceed to create individual employee profiles. However, it's essential to note that before creating employees, you must first create departments, with the initial employees designated as managers.


Module 'Staff' > Create