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How do I register new department information?

  • Updated
Index
・Tips for register new department information
・Register one department at a time on Unipos
　　L If you want to register a new department as a parent department
　　L If you want to register a new department as a child department
・Register multiple departments simultaneously via CSV
　　L How to use a CSV template
　　L Tips for adding multiple parent/child departments via CSV
　　L CSV file has been successfully processed
　　L If the registration process fails, the following message will be displayed

 

There are two ways to register departments

  1. Register one department at a time on Unipos.

  2. Register multiple departments simultaneously via CSV.
    ※This function is available on the web platform only.

 

▼Tips for register new department information

  • 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.)
  • Up to 1000 departments can be registered, including child departments + parent department.
  • You can register hierarchized departments up to 10 levels.
  • (※CSV) Up to 300 departments (300 lines) including parent department + child department can be registered in one time CSV.

 

 

▼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."

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▽If you want to register a new department as a parent department

> "Parent department" > "No parent department"

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>Click "Add", and the department will be registered as an independent parent department.

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▽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).

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>Click "Add."

A child department (Sales Department) will be registered under a parent department(Corporate Headquarters) as shown in the picture below.

 

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※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

> 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."

 

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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.

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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."

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▽Tips for adding multiple parent/child departments via CSV

※Up to 300 departments (300 lines) including parent department + child department can be registered in one time 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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▽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!

 

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＞After information is successfully imported, the registered details will be reflected as shown in the picture below.

aboutdepartment.png

 

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▽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.

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※If you have failed, please refer to the following

I failed to add members/departments via CSV.

 

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