Introduction
The department feature allows you to categorize each worker based on the team they belong to.
To create a new department:
Go to the People > Departments tab.
Click "New department" on the top right
Enter the department's name, then click "Create department".
To add a team member to a department:
Go to the People > Team tab.
Click the name of the team member.
Click on the Employment tab.
Scroll to the "Department" section and click the pencil icon.
In the dropdown menu under "Department," scroll or type to locate the name of the new department.
💡 Please note: You can also create a new department here by typing in the name and selecting “Create new ‘[department name]."
Click Save to finish.
To change department:
Go to the People > Team tab.
Click the name of the team member.
Click on the Employment tab.
Scroll to the "Department" section and click the pencil icon.
In the dropdown menu under "Department," select the new department you want to assign the team member to, or type the name of the new department.
Click Save to finish.
💡 Please note: In many cases, existing departments cannot be deleted because they are used for recordkeeping.
Questions?
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