10.02.02 Departments

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10.02.02 Departments

Department is a division of employees that may define the hierarchical structure, geographic regions, or functional groups within your organization.

Adding Department:

If you plan to implement departments, you should define your departments before setting up your employees, allowing you to add an employee and assign the employee a department in one easy step.
  1. Click Admin Options at the top right.
  1. Click Departments icon under Organization Setup.
  1. Click Add Department green button at the top right.
  1. In the Add Department screen that appears, enter:
    1. The Code of your new department. e.g. you can enter short form of Information Technology like IT. If you’re not using department code, just leave it blank.
    2. The Name of your new department. Don’t worry, you can always change this later.
    3. Now click the green Add Department Button.
Your new department will be created and then immediately appear on your Department screen.

Editing/Changing Name of the Department:

  1. Click Admin Options at the top right.
  1. Click Departments icon under Organization Setup.
  1. Click Options with Gear Icon against the Department you want to Edit/change name then click Edit Department.
  1. In the Edit Department screen that appears, where you can:
    1. Change the Code of an existing department.
    2. Change the Name of an existing department.
    3. After making changes, click Update Department Button.
Department will be updated and then immediately appear on your Department screen.

Disabling Existing Department:

  1. Click Admin Options at the top right.
  2. Click Departments icon under Organization Setup.
  3. Click Options with Gear Icon against the Department you want to Edit/change name then click Edit Department Button.
  4. In the Edit Department screen that appears, where you can:
    1. Click No under the Disabled caption. It will be changed to Yes.
    2. Click Update Department button.

Deleting the Department:

  1. Click Admin Options at the top right.
  2. Click Departments icon under Organization Setup.
  3. Click Options with Gear Icon against the Department you want to Delete then click Delete Button.
  4. Click OK on the Popup message for confirmation or click Cancel if you do not want to delete. 
Article ID: 45, , Modified: 3/24/2021 at 12:49 AM

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