The first step to get started in eloomi is to set up your organization. The organizational setup has two key building blocks to consider: the user data and the organizational hierarchy.

The eloomi platform has the flexibility to support any organizational hierarchy; even the most complex ones. This is achieved through the use of the 'Parent-Child' structure.

You can also customize each department's appearance with its own logo, and platform and text color, thus supporting organizations that have subsidiaries, franchises or different external partners.

This video's duration is 05:20. Timestamps:

It is very important that from the outset of using the platform, your organization 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 organizational 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.

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 manually:

1. Navigate to Admin > Organization > Departments and click on Create a new department.

2. Enter the Department Name - to give your Department a name is the minimum property required in order to create a Department.

3. Add all Department Details and Other Details that are relevant for your organization.

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 need to have access to Admin > Learning (through an access group), but will only be able to see, create and assign learning to users in departments they are assigned to.

Learning Managers will have access to reports of all modules assigned to user in the departments they are managing, plus the modules they have created if assigned to the same user group.

Department Performance Managers - search for and add manager(s) responsible for creating and assigning goals to users in this department. This performance manager will need to have access to Admin > Performance (through an access group), and will only see and be able to assign goals to users in departments they are assigned to (applicable only if the 'Performance Management' functionality is enabled).

Performance Managers will not see users in standard reporting on learning progress, but will have access to performance related reporting.

Department Organizational Managers - search for and add manager(s) responsible for creating users and updating details in this department. This organizational manager will need to have access to Admin > Organization (through an access group), but will only be able to add and see users in departments they are assigned to.

Organisational Managers will not see users in reporting.

Important: An Access Group granting these users elevated permissions as Learning, Performance or Organizational managers must be created and assigned to those users. To learn more about access groups, we recommend this and this article. To create an access group allowing users to create content or work as Learning manager, we recommend checking out this article.

Note: If the Department is a top-level (Parent) Department, you can toggle the functionality to "propagate" the settings to all sub (Child) Departments if required.

If the Department is a sub (Child) Department, you must enter its Parent Department in the respective field.

4. Add Department branding elements if relevant

Note: If you do not customize the department`s appearance, the Platform Branding or the Parent Department Branding will be applied. Click here to learn more.

5. Apply Access Groups if relevant.

6. Create department to save changes.

Navigate to Admin > Organization > Departments and select Import Departments option

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.
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​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.
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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.
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​How to create a team

In addition to departments, eloomi offers a functionality called Teams. Teams allow companies to form cross-departmental or cross-organizational 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.

To create a Team:

1. Navigate to Admin > Organization > Teams and click on Create new team.

2. Fill in the Team Name > give it a Description if relevant, and add a Team Manager > Create Team.

Note: Teams don't support Access Groups, nor do they support branding customization. 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.

For how to add users to Departments and Teams, click here.