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Creating a New Hat

  1. Click Settings

  2. Expand your Organization

  3. Expand Org chart

  4. Click on Hats

  5. Click on New Hat

  6. Enter a Name for the new hat

  7. Hat Display Name is optional - If left blank, it will use the Hat Name.

  8. Purpose - purpose of the post, e.g. Increase Organization Income.

  9. Function - main functions of the post, e.g. Follow up leads, provide correct product or service.

  10. Results - The results produced or expected of the post. e.g. a Sales person's results could be "Closed deals."

  11. You can assign a specific Knowledge item for this Hat. For example, you can assign a Knowledge item related to Marketing which contains all duties for this Hat.

  12. Toggle In Charge / Not In Charge

  13. Toggle Assistant / Not an Assistant

  14. Assign the desired Graph Permissions

  15. Add Attachments to the hat (such as a checklist)

  16. Click Create Hat


Editing a Hat

  1. Click Settings

  2. Expand your Organization

  3. Expand Org chart

  4. Click on Hats

  5. Click Edit on the desired hat

  6. Enter a Name for the hat

  7. Hat Display Name is optional - If left blank, it will use the Hat Name.

  8. Purpose - purpose of the post, e.g. Increase Organization Income.

  9. Function - main functions of the post, e.g. Follow up leads, provide correct product or service.

  10. Results - The results produced or expected of the post. e.g. a Sales person's results could be "Closed deals."

  11. You can assign a specific Knowledge item for this Hat. For example, you can assign a Knowledge item related to Quality Check which contains all duties for this Hat.

  12. Toggle In Charge / Not In Charge

  13. Toggle Assistant / Not an Assistant

  14. Assign the desired Graph Permissions

  15. Add Attachments to the hat (such as a checklist)

  16. Click Update Hat


Merging Hats

  1. Click Settings

  2. Expand your Organization

  3. Expand Org chart

  4. Click on Hats

  5. Click on Merge Hats

  6. MetaPulse will automatically check duplicate hats. You can check or uncheck hats as desired.

  7. Click Merge Selected

  8. Enter a Name for the hat

  9. This greyed out text field is pre-filled with the Hat Name of the two selected hats. the same applies for any other greyed out field.

  10. Hat Display Name is optional - If left blank, it will use the Hat Name.

  11. Purpose - purpose of the post, e.g. Increase Organization Income.

  12. Function - main functions of the post, e.g. Follow up leads, provide correct product or service.

  13. Results - The results produced or expected of the post. e.g. a Sales person's results could be "Closed deals."

  14. You can assign a specific Knowledge item for this Hat. For example, you can assign a Knowledge item related to Sales which contains all duties for this Hat.

  15. Assign the desired Graph Permissions

  16. Add Attachments to the hat (such as a checklist)

  17. Toggle In Charge / Not In Charge

  18. Toggle Assistant / Not an Assistant

  19. Click Merge Hats


Delete a Hat

  1. Click Settings

  2. Expand your Organization

  3. Expand Org chart

  4. Click on Hats

  5. Click Edit on the desired hat

  6. Click on Delete Hat


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