If you want to learn about a specific topic, simply navigate to the timestamp, specified in the below list.
Organisational hierarchy (00:00)
Creating departments (01:59)
Adding users to departments (02:35)
Importing departments (02:55)
Teams overview page (03:54)
Creating teams (04:29)
Setting up your organisation in eloomi is the first step to getting started. The organisational setup has two key building blocks: user data and the organisational hierarchy.
The eloomi platform has the flexibility to support any organisational hierarchy; even the most complex ones. This is achieved through the use of the 'Parent-Child' structure.
You can also customise each department's appearance with its own logo, and platform and text colour., thus supporting organisations that have subsidiaries or franchises.
Build your organisation
It is very important that from the outset of using the platform, your organisation is accurately set up. When correctly set up, email notifications and reminders will be sent to the correct users, platform admins can easily identify users and departments, and your desired permission settings can be applied to users and managers.
In eloomi, each level in an organisational hierarchy is called a Department. With the parent-child structure, an unlimited number of departments can be created. We recommend that you start with the Company as the first department, the main parent Department, and then create all the other departments beneath it as children.
How to create a department
There are two options for creating departments: manually or via importing the data. Departments can be only created by Admins or users with elevated permissions.
To create a Department, navigate to Admin > Organisation > Departments and click on Create new department.
Department Name - the name of the department.
Department Managers - search for and add existing users in the platform as a department manager. A department can have multiple managers.
Department Learning Managers - search for and add manager(s) responsible for creating and assigning modules to users in this department. This learning manager will have access to the menu Admin > Learning, but will only be able to see, create and assign learning to users in this department.
Department Performance Managers - search for and add manager(s) responsible for creating and assigning goals to users in this department. This performance manager will have access to the menu Admin > Performance, and will only see and be able to assign goals to users in this department. (Applicable only if the 'Performance Management' functionality is enabled).
Department Organisational Managers - search for and add manager(s) responsible for creating users and updating details in this department. This organisational manager will have access to the menu Admin > Organisation, but will only be able to add and see users in this department.
Note: If the Department is a top-level (Parent) one, you can toggle the functionality to "propagate" the settings to all sub (Child) Departments as well if required.
Add branding elements if relevant > apply Access Groups if relevant > create department to save changes.
Important: An access group granting these users elevated permissions to the Learning, Performance or Organisational functionalities must be created and assigned to those users. To learn more about access groups, we recommend this and this article.
How to import organisational hierarchy
Navigate to Admin > Organisation > Departments and select Import Departments option
You can download an example import file from this page, to see how to create the ideal import file. In the import file, you can also add the Department name, Department code (Id), Parent name and Parent code.
Note: It's important that you add the departments from the top of the hierarchy to the top of your list. The import will be performed from the top of the list therefore, you need to create parent departments first and to do this, they ought to be placed at the top of the import file.
If the department is a sub-department, you must add its parent department in the Parent Name column.
Note: If you have departments with identical names in your hierarchy, you need to use Department Codes, to be able to differentiate between departments.
When your import file is ready you can import it to the platform. If your department names are not unique, please make sure that you are update existing units based on codes not names.
Create a Team
In addition to departments, eloomi offers a functionality called Teams. Teams allow companies to form cross-departmental or cross-organisational teams based on a set of unique characteristics, such as a project or specific outcomes. The most popular teams are ones for Managers, Onboarding teams, or teams based on job roles, which will allow you to easily assign relevant content to a select group of people.
Note: Teams don't support Access Groups, nor do they support branding customisation. As Departments can be given Access Groups and can be branded, we recommend that the core structure of your company uses Departments as much as possible, with Teams serving a unique purpose.
To create a Team, simply navigate to Admin > Organisation > Teams and click on Create new team.
Fill in the Team Name > give it a Description if relevant, and add a Team Manager > Create Team.
For how to add users to Departments and Teams, click here.