Whether you’re creating a new structure or making adjustments to an existing one, you can easily create, update, archive, or delete departments from the Company Settings tab.
How to create departments
You can create departments from the:
- Employee's profile
- From the Team overview page, go to the Employee's profile.
- Click on the Job tab, scroll down to the Department section, then click on Edit.
- Fill in the name of the department, then click on Save.
- Company settings tab
- From the Company settings tab, click on Departments.
- To add a new department, click on Create new department.
- Fill in the department name, then click on Save.
How to assign team members to departments
Once the department is created, employees can be assigned to it. This can be done from the employees profile or Departments section in Company settings.
- From the Departments overview page, click the three dots next to the department you want to add employees to.
- To add employees to the department, click on Manage, then click on Add team member.
- Search for team members by name in the dropdown menu. Once selected, they’ll be assigned to the department when you click on Save.
How to change department details
If you need to update a department:
- Click the three-dots menu next to the department name.
- Select Rename and Save your changes.
If a department is no longer needed you can archive or delete it.
- Archive it to keep historical data but remove it from active views.
- Delete it to permanently remove the department and unlink any assigned team members.
To do either, use the three-dots menu and select Archive or Delete.
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