Departments help organize your workforce by grouping employees based on their roles or responsibilities. Follow the steps below to add a new department and assign it to employees.
Step 1: Add a New Department
Go to Settings
Click on the User Icon from the main menu and navigate to the Settings section.
Open the Employee Tab
You will land on the Company tab by default.
Click on the Employee tab located under the Company tab.
Find the Department Section
On the left side, look for the section titled Employee Departments.
On the right side, you’ll see a list of existing departments.
Click "+ Add Another Department"
Below the department list, click + Add another department.
Enter the Department Name
A box titled New Department will appear.Click on the placeholder name to edit it.
Enter the name you want to give to the new department (e.g., "Marketing", "HR", "Sales Team").
Organize Departments (Optional)
You can drag and drop departments to rearrange the order if needed.
Step 2: Assign a Department to an Employee
Go to the Employee Tab
From the main menu on the left sidebar, click on Employee.View Employee List
You will see a list of employees with columns such as Department, Location, Position, etc.
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 appropriate department for that employee.
Auto Save
The change is saved automatically once you select the department.
Step 3: Delete a Department
If a department is no longer in use, you can delete it directly:
In the Employee Departments list, find the department you want to remove.
Click the minus (–) icon next to that department.
A warning box will appear:
“This will delete the Department. Continue?”Click Continue to confirm and delete the department.
