Departments help organize employees based on their roles and responsibilities, such as Marketing, HR, or Operations. In Better HR, creating a department and assigning a department code keeps your organization's structure clear, improves reporting accuracy, and ensures employees are assigned to the correct team.
This guide explains how to add a new department, enter its department code, assign employees to it, and delete a department when needed.
Step-by-Step SOP
Step 1: Add a New Department
1. Go to Settings
From the main menu, click the User Icon and navigate to Settings.
2. Open the Employee Tab
You will land on the Company tab by default.
Click the Employee tab (located under Company).
3. Find the Department Section
On the left panel, click Employee Departments.
On the right side, you will see your list of existing departments.
4. Click “+ Add Another Department”
Below the department list, click + Add another department.
5. Enter the Department Name and Code
A box titled Create a new department will appear.
Click the placeholder name and enter your department name
(e.g., Marketing, HR, Sales Team).
Next to the name field, enter the Department Code.
(Click anywhere outside the box or press Enter to save.)
6. Organize Departments (Optional)
You can drag and drop departments to reorder them and keep the list organized.
Step 2: Assign a Department to an Employee
1. Go to Employee Tab
From the left sidebar, click Employee. You will see all employees along with columns for Department, Location, Position, etc.
3. Change Department
In the Department column, click on the department field of the employee you want to update.
A dropdown list of departments will appear.
Select the correct department for that employee.
4. Auto Save
The system saves the change automatically once a department is selected.
Step 3: Delete a Department
If a department is no longer in use, you can delete it.
How to Delete:
Go to the Department Session in the setting
Find the department you want to remove.
Click the minus (–) icon next to that department.
A confirmation box will appear:
“This will delete the Department. Continue?”Click Continue to confirm and delete the department.
