Set up departments and designations

Departments group people into teams, and designations are their job titles. Both are used on employee records, filters, reports, letters and the directory. Set them up before adding employees.

Before you start

• You need the org.departments permission.

Add a department

1. Go to People → Departments ( open Departments).
2. Click Add Department.
3. Enter the Department Name and an optional Code (for example HR, IT, FIN).
4. Optionally pick a Parent Department to make it a sub-department, and a Manager.
5. Add a Description if you like, then click Create.

To change a department, click Edit. Untick Active to hide it from new employee forms without deleting it.

Add a designation

1. Go to People → Designations ( open Designations).
2. Click Add Designation.
3. Enter the Designation Name and an optional Code (for example MGR, DEV).
4. Set the Level (hierarchy, 0 = highest).
5. Click Create.

Deleting

• A department can't be deleted while current employees are in it, or while sub-departments sit under it.
• A designation can't be deleted while current employees hold it.

Move those employees first (see Edit employee details), or untick Active instead.