My Organisation

💡These articles explain how to capture your organisation's details, staff, entities, shifts and organigram.

Articles

  • Entities: Describes how entities work with modules, VAT and transactions, their settings and interface and how to change a database to use multiple entities.
  • My Organisation Reference: Describes the My Organisation interface and its settings, where you capture your organisation's contact and staff details.
  • Organigram: Describes the Organigram tab with its buttons and the fields in the tree, grid and chart views of your organisation's structure.
  • Shifts: Describes how to set up work shifts, with the buttons and fields of the Shifts list view and edit view.
  • Staff: Describes how to capture staff details, including payroll information, notes and attachments, with the Staff list view and edit view fields.

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