Table of contents:
Create a new department
There are two ways to create a new department:
Option 1: Create from scratch
Click the Gear ⚙️ icon on your navigation bar > Department
Click + New Department and fill in the Department Name
Select a Parent Department (if any) and fill in a Description (optional)
Click Create when finished
Option 2: Add a sub-department
Click the Gear ⚙️ icon on your navigation bar > Department
Hover on a department and click the + (plus) icon at the bottom-right corner > Fill in a Department Name and Description (optional)
Parent Department is the one you choose to add a sub-department. To change, select from the pre-filled drop-down menu.
Click Create when finished. New Department will be added beneath the chosen Parent Department in the department chart.
Edit a department
Click the Gear ⚙️ icon on your navigation bar > Department
Hover on a department you want to adjust > click Edit at the top-right corner
Adjust corresponding fields
Click Save to apply changes
Deactivate a department:
Deactivated departments will be hidden from other modules, but you can still view them in the Department setting.
Click the Gear ⚙️ icon on your navigation bar > Department
Click on the department you want to deactivate and toggle the button to the left side
Click Deactivate to confirm action
⛔️ Caution: Departments with assigned employees and sub-departments cannot be deactivated. Make sure to transfer or remove them in advance, or you will receive this error message:
Delete a department
Click the Gear ⚙️ icon > Department
Hover on a department you want to adjust > Click Edit at the top-right corner.
Click Delete at the bottom-right of the pop-up
Confirm your action
⛔️ Caution: Departments with assigned employees, jobs, and sub-departments cannot be deleted and will be greyed out. Make sure to transfer or remove them in advance, or you will receive this error message:
