ORGANISATION DETAILS

Before You Begin

  • To get started, make sure you have your username and password ready.
  • Once you log in, you will land on the welcome screen.
  • 1.1 ADD ORGANISATION DETAILS:

    Important Note: Only the admin is authorized to add organisation details. Once an admin has added organization details, you will not be able to add them again. You will only have the option to edit the information within the sub-tabs.

    Step 1: Reach the ORGANISATION DETAILS:

  • From the main side menu, click on "HR & ADMINISTRATION", then go to "Masters", and finally choose "Organisation Details". This will open the Organisation Details Search page.
  • Step 2: Adding a Organisation Details:

  • Located at the top-right corner of the Organisation Details Search page, there is an “Add Organisation Details” button. Simply click on this button to proceed.
  • Step 3: Fill in Details:

  • Upon clicking the 'Add Organisation Details button', the Add Organisation Details will open. Complete the following information:
  • Note: The information provided in the Organization screen must adhere to the highest standards of accuracy and legality. This data is utilized in critical processes, and it is essential that it is complete, up-to-date, and in full compliance with all relevant legal requirements and regulations.

    BASIC DETAILS:

    PREFIX DETAILS:

    MAIL DETAILS:

    1.2. SEARCH ORGANISATION DETAIL:

    Search a Organization detail - Step-by-Step:

  • In the organization detail search screen if the details are added then we can view the result with Organization name and PAN number and an option to View/Edit [Refer 10.1.2.3]
  • 10.1.1.3. EDIT ORGANISATION DETAIL:

    Edit a organization detail Step-by-Step:

    Step 1: Find Organisation Detail:

    Step 2: Start Searching [Refer 10.1.1.2]:

    Step 3: Edit Details:

  • After searching, you'll see the Organisation you want to edit.
  • Click "View/Edit" next to the Organisation Name to reach the Edit Organisation page.
  • Step 4: Update Info:

  • On the Edit organisation detail page, you'll see existing details.
  • Step 5: Edit Organisation Detail Page:

  • On the Edit organisation detail page, you'll find the existing details of the Organisation you're editing.
  • Change details that you like to update in Organisation.
  • 1.1.1 SUB-TABS:

    1.1.1.1 RESPONSIBLE PERSON:

    1.1.1.2. ADDRESS:

    That's it! You've learned how to ADD, SEARCH, EDIT an Organization using the DMeX app. If you need help, contact the support team.