Organization masters
Masters are the lists employees are placed in, such as departments and locations. They're used on the employee record, in reports and filters, in approval routing, and for data access. Manage them in Master Configuration.
The masters
| Area | Masters | Notes |
|---|---|---|
| Organisation | Division, Department, Sub-Department, Location, Cost Center | Always on. Sub-departments belong to a division and department. |
| Job | Designation, Grade, Grade Level, Category, Employee Status | Grade Level belongs to a Grade. |
| Business | SBU, Project, Product, Function, Sub-Function, Vendor | Sub-Function belongs to a Function. |
| Plant | Zone, Block, Lab, Line, Stage | Location → Zone → Block → Lab. A Line can belong to a Block, and a Stage to a Line. |
Turn on the masters you use
Open Masters in use. Turn on only the masters your organization uses. A master that's off is hidden and takes no new records; existing records are kept.
- Turning a master on also turns on the master it belongs to.
- Turning a master off also turns off the masters under it.
- A master assigned to employees can't be turned off. Change those employees to None first.
Add records
- Choose the master in the side navigation (use Search masters to find it).
- Add a record with its name, its parent if it has one, and Active.
- Save.
A record can't be deleted while employees are assigned to it or it has child records.
Import records
- On the master's tab, select Import.
- Download template and fill in one record per row. For a master with a parent, fill the parent column with the exact name of an existing parent. Active is Yes or No; blank means Yes.
- Choose file and import.
Names that already exist are skipped, and existing records aren't updated. If any row has a problem, nothing is imported and the problem rows are listed, for example "Row 4: …". Fix them and import again.