How to assign departments to employees?

For Individual :

  • Click on the “Employees” tab toward the left.
  • Click on “Directory.”
  • Search for the respective employee's name.
  • Click on the pencil icon.
  • Toward the left-hand side, select "Employment."
  • Under Job Information, click on the pencil icon.
  • Select the desired department from the drop-down.
  • Click on Save.

Note - If the department name is not visible in the dropdown kindly create it in "organisation settings"


Bulk:


  • Click on the “Employees” tab toward the left.
  • Click on “Directory.”
  • Toward the right-hand side select "Actions"
  • From the dropdown select "Bulk Update Employee Data"
  • From the drop down of "Select what data you want to update"
  • Select "Job information info"
  • Click on "Download"
  • Update the required department details in the excel sheet and save it


  • Repeat steps 1-6 and then click on "choose file"
  • Select the updated excel file from your system
  • Click on upload

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