・Register one department at a time on Unipos.
・About "Parent department"
・If you want to register a new department as a parent department.
・If you want to register a new department as a child department.
・Register multiple departments simultaneously via CSV.
・How to use a CSV template.
・CSV file has been successfully processed.
・If the registration process fails, the following message will be displayed.
There are two ways to register departments
- Register one department at a time on Unipos.
- Register multiple departments simultaneously via CSV.
※This function is available on the web platform only.
▼Register one department at a time on Unipos.
> Click "Team Admin" in the sidebar on the left.
> Click "Member" in the sidebar on the left.
> Click "Departments."
> Click "Add Department."
> Enter the "Department name" and "Department code", then click "Add."
※The above two fields must be entered. You can't register a department name without a department code.
(The maximum number of letters: "department name"→up to 100 letters. "department code"→up to 20 half-width alphanumeric letters.)
※See below for more information on the "About Parent department".
※Up to 1000 departments can be registered, including child departments.
▼About "Parent department"
▽If you want to register a new department as a parent department.
> "Parent department" > "No parent department"
>Click "Add", and the department will be registered as an independent parent department.
▽If you want to register a new department as a child department.
Example)
"Corporate Headquarters" is the parent group and you want to add "Sales department" as a child department.
→"Parent department"
> Click "Add Department"
> Choose a parent department (Corporate Headquarters in this example).
>Click "Add."
A child department (Sales Department) will be registered under a parent department(Corporate Headquarters) as shown in the picture below.
※You can also add items of department information (child department) one by one.
To do so, please refer to the following help page: "How do I add / edit / delete department information?"
▼Register multiple departments simultaneously via CSV.
※Up to 1000 departments can be registered, including child departments.
> Click "Team Admin" in the sidebar on the left.
> Click "Member" in the sidebar on the left.
> Click "Departments."
> Click "Add Multiple (departments with CSV)."
> Click "CSV Template for Adding Department."
> Choose from Shift_JIS (Japanese) or UTF-8.
※If the information contains old-style kanji characters, choose UTF-8.
> Click "Download."
You can download a CSV template to add departments (see below).
Enter department names and department codes, and save as a CSV file.
▽How to use a CSV template
level1Code (department code), level1Name (department name) → the parent department
level2Code (department code), level2Name (department name) → the child department 1
level3Code (department code), level3Name (department name) → the child department 2....
You can register hierarchized departments up to 10 levels.
For example, if you want to register hierarchized departments as follows:
・Sales Division (department code 1000) > Sales Department (department code 2000) > Sales Team I (department code 2100)
・Sales Division (department code 1000) > Sales Department (department code 2000) > Sales Team II (department code 2200)
・Sales Division (department code 1000) > Engineering Department (department code 3000)
you can enter each department as shown in the picture below.
※The maximum number of CSV read lines when registering a department is 300.
※Tips for adding multiple parent/child departments via CSV
If a parent group is not registered, you need to add an extra row in the CSV file to register the parent group.
Example) If you want to add Sales Department as a child department, please add a row as shown in the picture below.
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After adding information to the "CSV template for Adding departments",
> Click "Choose CSV File" to upload a CSV file.
> Choose from Shift_JIS (Japanese) or UTF-8 based on the file format.
※ You need to choose the same character code as the file format you upload. An error will occur if they do not match.
> Click "Add."
▽CSV file has been successfully processed
> Once the registration process completes, a message will be displayed in the bottom left-hand corner of the screen --- "CSV file has been successfully processed."
You can click "Confirm Results" to see the details.
> You're good to go!
＞After information is successfully imported, the registered details will be reflected as shown in the picture below.
▽If the registration process fails, the following message will be displayed.
You can click "Confirm Results" to see the details.
If this error occurs, please re-create a CSV file using a template, and upload it as outlined above.
※If you have failed, please refer to the following
I failed to add members/departments via CSV.