Set-up of the company structure

The setup of branches, departments and employees can also be done via data import. The following section describes the manual setup of the system. The system is automatically set up by the Atlatos support. To do this, the setup table is required in a predetermined form as an excel spreadsheet and a setup form to Atlatos.

Deposit of further branches

After logging in with the administrator ID, you can create additional subsidiaries and branches that exist in addition to the headquarter.

In the navigation menu, select the item "subsidiary" in the section "administration". By clicking "add" you can set up another branch. Enter the required information for the branch office and set the branch to active. The status inactive is only to be selected in case you do not yet want to use the branch in the system or the branch is no longer available at some point but the data still remains in the system for the purpose of archiving.

Please note that the requested contact person is the future administrator of the branch. Therefore, enter the administrator of the branch or subsidiary as contact person. The assigned contact person automatically receives the administrator’s access to the branch by adding the branch. If you want to avoid this, you can enter your own e-mail address.

Clicking on "create branch" completes the process and the following confirmation appears:"the branch has been added".

Deposit of departments

In the navigation menu, select the item "department" in the "administration" section. By clicking on "create department" you can set up departments.

After selecting the branch to which the department is assigned, enter the required information for the department. The department name is necessary, the description and cost center are optional.