How to Create/Edit/Delete/Export Sub-Units

1. Go to Settings in the Side menu

2. Click Miscellaneous Lists

3. Go to Employee Settings tab

4. Go to Sub-Unit Tab

To Create Sub-Units:

• Click on Create and fill in the fields

• Then click Save

To Edit Sub-Units:

• Click on any of the Sub-Unit on the list

• Edit the name

• Click Save

To Delete Sub-Units:

• Right click on any of the Sub-Units on the list

• Set to Inactive or Delete

• Set to Inactive will remove the Sub-Unit options from the dropdown list in your company but won’t be deleted from the list.

• Delete will completely remove the Sub-Unit.

To Search:

• You can search Sub-Units by using the:

• Search box

• Filter by Inactive, Active, or All

• By Sub-Unit

You can also export Sub-Units by clicking Export and clicking the checkbox on Sub-Units.