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Home MarketpulseOS Hr Records Module Article
Welcome to the user guide for the Org Chart in HR Records in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.
1. Units
Unit screen is used to add and manage departments. The data added at this screen will also be synchronized with the Department screen in the Support menu of Setup
1.1. New Unit
- Step 1: Go to Org chart menu -> Select Add New Unit
-Step 2: The system will appear and the screen Add new unit -> Enter necessary data ->Then click Save to save the operation or select Close to close the screen and cancel the operation just done
1.2.Edit Unit Select the functioncorresponding to the data line to be edited.
2.3.Delete Unit
Select the functioncorresponding to the data line to be edited
2.View Chart
Go to Org chart menu -> Select View Chart
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