People Resources

Manage Departments

Add a department

  1. Log in as Administrator.
  2. Click Setup > Manage Departments under Organizational Settings > Add Department.
  3. Provide required details in the fields.
  4. Click Save.

Alternate method

  1. Log in as Administrator.
  2. Click Setup > Organization > Department > Add Record.
  3. Provide required details in the fields.
  4. Click Save.

Note:

  • If you want to include other fields in the department form, click Forms & Tabs > Department. Drag and drop the required fields in the Department Details.

Edit or delete a department

  1. Log in as Administrator.
  2. Click Setup > Manage Departments under Organizational Settings.
  3. Scroll your mouse over a specific department.
  4. Click Edit to make the changes.
  5. Click Save.

Delete a department

  1. Log in as Administrator.
  2. Click Setup > Manage Departments under Organizational Settings.
  3. Scroll your mouse over a specific department.
  4. Click Delete.
  5. Click OK to confirm.

Sort departments

You can sort departments either alphabetically or by date.

  1. Log in as Administrator.
  2. Click Setup > Manage Departments under Organizational Settings.
  3. Click the drop-down list in Sorted.
  4. Select by Date or Alphabetically.

Assign department to my employees?

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

  1. Log in as Administrator.
  2. Click Organization > Employee.
  3. Scroll your mouse over the user whom you would like to assign the department.
  4. Click Settings icon and click Edit.
  5. Search for the Department field and select the appropriate department for the employee.
  6. Click Save.

View all the departments in my organization

Department Tree gives you a complete list of all the departments in your organization. Click Organization > Department Treeto view all the departments in your organization.

Note:

  • Department Tree gives you a complete list of all the departments in your organization.
  • To view the department tree: Click Organization > Department Tree.

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