Master Data Creation

Created by Karthick Raja K, Modified on Tue, 18 Mar at 1:27 PM by Karthick Raja K

Master Data Creation:

As a first step, we have to create a master data like Department, Designation, Work Location etc before start onboarding the employees.

Below are steps to create the master data in details,

1. Department creation:

The Departments can be created by following below steps,

Login to Customer Admin Portal -> Navigate to Setup -> Organization Master -> Departments -> Add Department (Top Right Corner) -> Update the Department Name -> Add Department

2. Designation creation:

The Designation can be created by following below steps,

Login to Customer Admin Portal -> Navigate to Setup -> Organization Master -> Designation -> Add Designation (Top Right Corner) -> Update the Designation Name, Short Code & Select the Department(If Required) -> Add Designation

Also the designations can be upload via bulk upload by following below steps,

Login to Customer Admin Portal -> Navigate to Setup -> Organization Master -> Designation -> Bulk Upload (Top Right Corner) -> Download Template -> Fill & Save the template -> Bulk Upload.

3. Functional Structure creation:

The Functional Structure is the grouping of work locations based on any specific region, zone etc in maintained in your organization.

Note:

1. This is dynamic field, where you can name the term as per your requirement.

2. If there is no such functional structure defined in your organization, please update some dummy values as this is mandatory field while work location creation.

The functional Structure can be created by following steps,

Login to Customer Admin Portal -> Navigate to Setup -> Permissions -> Functional Structure -> Add New (Top Right Corner) -> Update all mandatory fields -> Save.

4. Work Location creation:

The work location can be created by following below steps,

Login to Customer Admin Portal -> Navigate to Setup -> Work Locations -> Manage Work Locations -> Add work location (Top Right Corner) -> Update all mandatory fields -> Add work location.

Also the work location can be upload via bulk upload by following below steps,

Login to Customer Admin Portal -> Navigate to Setup -> Work Locations -> Manage Work Locations -> Bulk Upload (Top Right Corner) -> Download Template -> Fill & Save the template -> Bulk Upload.

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