Index
・How to add information (a child department) one department at a time on Unipos
・How to edit/delete information one department at a time on Unipos
・How to edit department information via CSV
・CSV file has been successfully processed.
・If the registration process fails, the following message will be displayed.
There are two ways to add/edit department
- Add/edit/delete one department at a time on Unipos.
- Add/edit/delete multiple departments simultaneously via CSV.
※department can be deleted on the web platform only.
※This function is available on the web platform only.
▼How to add information (a child department) one department at a time on Unipos
> Move your cursor over to the department which you want to add information to.
Click ""+"" next to the department.
Example)
If you want to add the child department "Sales" under the parent department "Corporate Headquarters."
> Enter the department name which is to be added underneath the parent department .
※A department code must be entered.
A department code serves as a key when you try to update or obtain department information.
> Click "Add." Then, the child department (e.g. Sales Department) will be added under the parent department(e.g. Corporate headquarters).
※Up to 1000 departments can be registered, including child departments.
▼How to edit/delete information one department at a time on Unipos
> Move your cursor over to the department which you want to edit or delete.
> Click the pencil icon to edit information, and click the bin icon to delete information.
※Up to 1000 departments can be registered, including child departments.
▼How to edit department information via CSV
You can use a CSV file (designated templates are available) to change information on departments which are already registered with Unipos.
※Click here to see how to register department information via CSV.
> Click "Team Admin" in the sidebar on the left.
> Click "Member" in the sidebar on the left.
> Click "Departments" in the top left-hand corner.
> Click "Update Multiple (departments with CSV)."
> Click "CSV Template for Update Department."
> Choose from Shift_JIS (Japanese) or UTF-8.
(※If the information contains old-style kanji characters, choose UTF-8.)
> Click "Download."
For example, if you want to change the department name from "Sales Department" to "Engineering Department". Under the department code 2000, follow the steps below.
※Up to 1000 departments can be registered, including child departments.
※Tips for updating multiple departments / hierarchy via CSV
- Parent departments must be pre-registered.
- Please ensure that the correct department codes are entered.
- To add new departments, please use the "add multiple departments" function and not the "update multiple departments" function.
After adding information to the "CSV template for update 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.
See this page: I failed to add members/departments via CSV.
