People · How-to

Organise people into departments

Create, rename and delete departments, so you can filter the team, the time-off list and job openings by department.

  1. 01

    Open the department list

    On People, press the settings button between “Time clock” and “Add employee” (its label is “People settings”). The “Departments” dialog lists each one with how many people are in it. The button, and adding, renaming and deleting inside it, are there only for a role that can change People settings.

  2. 02

    Add a department

    Type a name in “New department” and press “Add”. A name another department already has is refused.

  3. 03

    Rename or delete one

    Use the rename and delete buttons on its row. Deleting asks first and says how many people will be left without a department; their records stay.

  4. 04

    Put people in it

    Choose the department when you add an employee with “Add employee”, or change it later with “Edit profile” on their record. Departments then filter the People list and Time off, a job opening can name one, and a leave request is flagged when someone else in its department is already off.

Common questions

Can I manage departments on the phone?

Yes, with the people settings permission: Departments adds, renames and deletes them, and shows each department’s people. Deleting a department leaves its people without one.

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