Departments

Create and manage departments to organize your workforce and build your organizational hierarchy.

#Overview

Departments help you:

• Organize employees into logical groups
• Define reporting structures
• Apply department-specific policies
• Generate department-level reports
• Control access and permissions

#Creating Departments

#Adding a New Department

1. Navigate to Settings > Departments
2. Click "Create Department"
3. Fill in the department details:
   • Name - Department name (e.g., "Engineering")
   • Code - Short code for reports (e.g., "ENG")
   • Description - Optional description
   • Parent Department - For sub-departments
   • Manager - Department head
4. Save the department

#Creating Sub-Departments

For larger organizations, you can create hierarchical structures:

Company
├── Engineering
│   ├── Frontend
│   ├── Backend
│   └── DevOps
├── Marketing
│   ├── Content
│   └── Growth
└── Operations
    ├── HR
    └── Finance

To create a sub-department:

1. Create a new department
2. Select the parent department
3. The sub-department will appear under its parent in the tree view

#Managing Departments

#Viewing Department Structure

Go to Settings > Departments to see:

• List View - All departments in a table
• Tree View - Hierarchical structure

#Editing a Department

1. Find the department in the list
2. Click "Edit"
3. Make your changes
4. Save

#Moving Employees Between Departments

Employees can be moved individually or in bulk:

Individual Transfer:

1. Open the employee profile
2. Change the department field
3. Save

Bulk Transfer:

1. Go to Employees
2. Select multiple employees
3. Click "Bulk Actions"
4. Choose "Change Department"
5. Select the target department
6. Confirm

#Department Managers

Each department can have a designated manager who:

• Approves leave requests for team members
• Receives notifications about their team
• Has access to department reports
• Can manage team-specific settings

#Assigning a Manager

1. Edit the department
2. Select an employee as the manager
3. Save

Note: The department manager should be an employee within the company. They automatically get manager permissions for their team.

#Department Policies

You can apply specific policies to departments:

• Leave policies - Different accrual rates by department
• Approval workflows - Custom approval chains
• Access permissions - Restrict access to department data

#Setting Department Leave Policy

1. Go to Leave Management > Policies
2. Create or edit a policy
3. In the assignment section, select the department
4. All employees in that department will follow this policy

#Reports by Department

Generate department-specific reports:

• Headcount - Number of employees per department
• Leave Summary - Leave taken by department
• Turnover - Hiring and departures by department
• Budget - Salary costs by department

To generate a report:

1. Go to Reports
2. Select the report type
3. Filter by department
4. Export as needed

#Deleting Departments

Before deleting a department:

1. Move all employees to other departments
2. Reassign sub-departments if any
3. Then delete the empty department

Warning: You cannot delete a department that has employees assigned to it.

#Best Practices

• Keep it simple - Start with high-level departments and add detail as needed
• Assign managers - Every department should have a manager for approvals
• Use consistent naming - Establish naming conventions for clarity
• Review regularly - Update structure as your organization evolves