Manual Creation / Import

Creating and maintaining your organisational structure

Organisational data such as locations, employees, and groups can be created and maintained in different ways. The right approach depends mainly on the size of your organisation, the amount of data you need to manage, and how frequently that data changes.

For smaller organisations or occasional updates, you can create and edit the information manually in equipme. This gives you full control and is often the quickest option when only a few entries are involved.

When setting up multiple entries at once, you can import the data using an Excel file. This reduces manual work and helps ensure that information such as names and structures remains consistent.

For larger organisations or data that changes regularly, an HR sync provides a more scalable solution. equipme connects to your source system and automatically keeps the relevant organisational data up to date.

The following sections explain each of these options in more detail and show how they are used in practice.