HRSimplified allows organizations to efficiently manage their company structures by creating branches, departments, teams, and group companies. This article will guide you through the process of setting up these structures, and how to assign employees to them for streamlined management.
Setting Up Company Structures #
Steps to Add a Branch: #
- Navigate to Company Structures:
- Go to Administration > Company Structures.
- Here, you will see options to create Branches, Departments, Teams, or Group Companies.
- Create a New Branch:
- Click on the Create Branch button at the top of the screen.
- Enter the Branch Name (e.g., “Johannesburg Office”) and its Branch Address.
- Click Save to add the branch to the system.
Steps to Add a Department: #
- Navigate to Company Structures:
- Go to Administration > Company Structures.
- Click on the Departments tab.
- Create a New Department:
- Click on the Create Department button.
- Enter the Department Name (e.g., “Finance”) and select the associated branch if needed.
- Click Save to add the department.
Creating Teams or Group Companies: #
- Similar to branches and departments, you can create Teams or Group Companies by clicking on the corresponding buttons.
- For teams, you can associate them with specific departments or branches.
- Group companies allow you to manage multiple business entities under one umbrella, streamlining your organizational structure.
Assigning Employees to Branches and Departments #
Once your company structures are set up, the next step is to assign employees to their respective branches, departments, or teams. This ensures that employees are properly linked to their roles within the company structure.
Steps to Assign an Employee to a Branch or Department: #
- Navigate to the Employee Profile:
- Go to HR Administration > All Employees.
- Search for the employee whose details you want to update.
- Edit Employee Details:
- Click the Actions button next to the employee’s name and select Edit.
- In the employee details page, go to the Job Information or Employment Information tab.
- Select the Branch and Department:
- Under the Branch field, select the relevant branch from the dropdown (e.g., “Johannesburg Office”).
- Under the Department field, select the department the employee belongs to (e.g., “Finance”).
- Update Employee Record:
- Click Update to save the changes.
- The employee is now linked to the selected branch and department, which will reflect in their profile.
By following these steps, you can easily manage your company’s structure within HRSimplified and assign employees to their relevant branches and departments. This helps ensure that each employee is properly organized within the system, improving administrative oversight.