✨ Manage your organisation autonomously
What exactly is it, and what's the goal? 🤔
A new "Organisation import" page lets you import and update your departments, locations and users autonomously. No more going through the Zest team to keep your SmartOrg up to date. The goal: make you autonomous on your reorganisations, and show you exactly what the import will create, update and delete before you confirm.
How does it work? 🧐
Download your current organisation (or the blank template to get started), fill it in, then drop your file in the matching tab: Departments, Locations or Users. Zest checks the file within seconds and gives you a preview: new, updated, deleted, and what your organisation will look like after the import. Deletions are shown at the top of the list. Nothing is written until you click. Every successful import is kept in a history, with its detailed report.
