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