People Resources

Manage Departments

A business is generally organized by various functions and each department contributes individually to the company. You may have various departments like Marketing department, Finance department, Security department etc., in your organization. You can add more departments to your organization by following the steps below.

How do I add a department?

  1. Log in as Admin.
  2. Go to Setup at the top of the page.
  3. Under 'Organization Settings' click 'Manage Departments'.
  4. Click 'Add Department'.
  5. Enter the details in the fields.
  6. Click 'Save'.

Alternatively, you can also add departments as mentioned in the steps below.

  1. Log in as Admin.
  2. Navigate to the 'Organization' tab.
  3. Click 'Department' link.
  4. Click 'Add Record'.
  5. Enter the details in the fields.
  6. Click 'Save'.

How do I edit a Department?

  1. Log in as Admin.
  2. Go to Setup at the top of the page.
  3. Under 'Organization Settings' click 'Manage Department'.
  4. Scroll your mouse over a specific department.
  5. Click 'Edit' and modify the details.
  6. Click 'Save'.

How do I delete a department?

  1. Log in as Admin.
  2. Go to Setup at the top of the page.
  3. Under 'Organization Settings' click 'Manage Department'.
  4. Scroll your mouse over a specific department.
  5. Click 'Delete'.
  6. Click 'Yes' or 'OK' to confirm.

How do I sort departments?

You can sort departments either alphabetically or by date. Follow the steps below to sort them.

  1. Log in as Admin.
  2. Go to Setup at the top of the page.
  3. Under 'Organization Settings' click 'Manage Department'.
  4. Pull down the drop down list in the 'Sorted' field.
  5. Select by Date or Alphabetically as per your requirements.

How do I assign department to my employees?

After adding departments to your organization, you can assign it to your employees.

  1. Log in as Admin.
  2. Navigate to the 'Organization' tab.
  3. Click 'Employee' link.
  4. Scroll your mouse over the user whom you would like to assign the department.
  5. A tiny 'Settings' icon will appear on the left side next to the employee photo.
  6. Click "Edit'.
  7. Go to the 'Department' field and choose the appropriate department for the employee.
  8. Click 'Save'.

How do I view all the departments in my organization?

Department Tree gives you a complete list of all the departments in your organization.

To view the department tree, follow the steps below.

  1. Go to 'Organization' tab.
  2. Click 'Department Tree' link to view all the departments in your organization.

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