Table of Contents
★ Overview
You can add as many office locations, departments, and grades- group them to better organize your jobs. Before proceeding with adding office locations, departments, and grades- it is important to understand the definition and functionality of each of these.
★ Location
In Sense TRM, you can define locations as required. These, in turn, while creating a requisition, will be mapped with the required one. You can choose to have a parent location or not. Locations can be grouped as well.
Hiring plan, offer letter approval, job approval, job custom fields all these configurations can be predefined and be made dependent on your location and department mapping. So that any job matching a certain location and department can have a predefined configuration applied.
Scenario: Suppose you have more than one office location spread across various cities in India. Now, instead of listing every location one by one- you can probably have them all grouped into North, West, South and East- side office locations.
By doing so, when you are creating a requisition on Sense TRM, the location can be easily mapped just by choosing the group name and then the respective
Reference: Learn more about creating a job here.
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☆ Follow the below steps to add a location:
[1] Navigate to the Settings > Administration > Office, Department & Grade > Locations.
[2] Click on Add Location.
[3] In the following pop-up, fill in the office location details and choose a Point of Contact from the drop-down menu.
[4] Also, select a Parent Group from the drop-down menu. If you do not choose a parent group (location), the added location will be considered a parent group by itself.
[5] Click on Submit to complete the process.
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☆ Follow the below step to create location groups:
[1] Navigate to Settings > Administration > Office, Department & Grade > Locations.
[2] Click on Add a Group.
[3] In the following pop-up, add a Group Name and Parent Group. If you do not select a parent group, the added group will be considered a parent group by itself.
[4] Click on Submit to complete the process.
★ Department
Tip: It is recommended that you have the department hierarchy defined before proceeding with adding a department.
While adding a department, you can select the POC.
A POC can be only those users who are added as Site Admin in their Sense TRM instance. This will help the recruiter to contact the right admin if they need help with anything at Sense TRM.
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☆ Follow the below steps to add a department hierarchy:
[1] Navigate to Settings > Administration > Office, Department & Grade > Department.
[2] Click on Manage Hierarchy.
[3] In the following pop-up, you can define the names for each of the levels. Please note that Level 1 will be considered the highest level.
[4] Upon adding them, click on Save to complete the process.
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☆ Follow the below steps to add a new department:
[1] Navigate to Settings > Administration > Office, Department & Grade > Department.
[2] Click on + Create Department.
[3] In the following pop-up, enter a name for the department.
[3] Choose a Hierarchy.
Note: If you have selected Level 1, the parent department field will be disabled. If not, you can choose from the available parent departments, and the respective new department will be added as a sub-department.
[4] Click on Submit to complete the process.
Important: You cannot delete a department. Instead, you can disable a department by navigating to the Settings > Administration > Office, Department & Grade > Department. Upon disabling, the department will not be available to use. It will not impact the existing jobs.
★ Grade
Tip: It is recommended that you have the hierarchy for grades defined prior to adding grades in Sense TRM. To define Grades in Sense TRM- it is nothing but the grades that you use within your organization.
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☆ Follow the below steps to add a Grade Hierarchy:
[1] Navigate to Settings > Administration > Office, Department & Grade > Grade.
[2] Click on Manage Hierarchy.
[3] In the following pop-up, you can define the names for each of the levels. Please note that Level 1 will be considered the highest level.
[4] Upon adding them, click on Save to complete the process.
Note: You can have an infinite level of the hierarchy, and you can choose to give a name to each level of the hierarchy by clicking on Manage Hierarchy. This will help you in generating reports with the right label.
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☆ Follow the below steps to add a new grade:
[1] Navigate to the Settings > Administration > Office, Department & Grade > Grade.
[2] Click on + Create Grade.
[3] In the following pop-up, enter a name for the grade.
[4] Choose a Hierarchy.
Note: If you have selected Level 1, the parent department field will be disabled. If not, you can choose from the available parent grades and the respective new grade will be added as a sub-grade.
[5] Click on Submit to complete the process.