This module allows you to create create organization, devision/group, position etc.
How to setup Organisation
a. Click on Setup Organisation on the home page as indicated above with the red arrow
b. a dislog box will appear eg.
c. Click on ADD on (Organisation's Details)to add your organization.
d. then you fill in the parameters NB: any three dot you see is a list of values it means you can select from there or ADD more option
e.Apply a Logo / change logo button
f.Make sure the Is enable is check to make it active for use
g.The save Logo Means downloading the logo or you want to save the logo on your flash drive etc.
click on save with the arrow indicate top left
How to setup Divisions/Groups
a. Click on Divisions/Groups
c. Click on ADDto add your devisions/group
How to setup Site / Locations
a. Click on Site / Locations
c. Click on ADDto add your Site / Locations
NB: you can also work fron excel and import in to system eg.export an empty template by clicking on export in the system then type 1, the system will export an empty template egfrom excel The headers with ** are required filled
Then you will save and come import into the system
This cut across all the excel Import and Export you will come across in the system
How to setup Job
a. Click on Jobs
c. Click on ADDto add your Jobs
NB: you can also work fron excel and import in to system eg.export an empty template by clicking on export in the system
How to setup Grades
a. Click on Grades
How to setup Positions
a. Click on Positions
c. Click on ADDto add your Positions
This is where most HR / Membership Managers eneter positions / Locations / Grade etc. also some of the element here is what the system
uses to determain one's pay, school fees / dues etc. Here all the element that you select was defined at the setup organization module.
Here you only click on add which is indicated with yellow color and click on the three dorted indicated with red color line to select, the arrow line also indicate the save button any filed you will select kindly click on save before moving to the next
line or element., the pencil also indicate edit and the X indicate delete button and the last one is refresh. (if you select an element, make sure you select the right date and to date kindly leave it blank if you dont no. Eg. the Payroll, Dues , fees etc.
uses the date a lot so therefore if there should be an end / TO date that particular person will not get anything base on the date provided)
This is where entering of education background, working experince , Nature / Skill / Talent is been caputered Eg.
To start with just click on add with the plus indicated NB: the Add / Save / Delete / Edit and Refresh Tabs loop all over the application therefore in most cases we will therefore skip these things. anytime you want to do a new thing always make sure you click on add and save. click on edit to make changes and delete to delete that line.
Here you can caputer all records about the person right from start of school to end of school and any other infomation. some of the filed are free text area. as been type test in the fig above. If you click on any of the three button and the result there is not applicable to you can also add a new one eg.