How to create a department

Create departments in Employees > Departments > New, or in Recruitment > Configuration > Employees > Departments. Give each department a name, a manager and, for a sub-department, its parent department. There is no limit on the number of departments or on the number of levels. The departments then appear as a tree in the Employees application, where you can filter employees by department.

Who does this	Application
A user with the Officer: Manage all employees access level or higher	Employees, or Recruitment if it is installed

Requirements

This tutorial requires the installation of the following applications/modules:

Employee

To create departments from Recruitment, the Recruitment application must also be installed.

Create and set up a department

How do I create a department from the Employees application?

1. Open the Employees application and click the Departments menu. The departments are displayed as cards.

2. Click New and fill in the form. The name of the department is entered in the title at the top of the form.

3. Click the cloud icon to save.

To edit a department, click its card, change the fields and save.

How do I create a department from the Recruitment application?

The same departments can be managed from the Recruitment application.

1. Open Recruitment and go to Configuration ‣ Employees ‣ Departments.

2. The departments are displayed as a list. Click New.

3. A department form opens, the same as in Employees. Enter the name, the Manager, the Parent Department and a Color.

4. Click the cloud icon to save. To edit a department, click it in the list, change the fields and save.

Important fields

Field	Effect	If left empty
Name (title of the form)	Name of the department, shown on the card and in the department tree.	The department cannot be saved.
Manager	On the employee form, the employees of this department automatically get this person as their manager.	Employees of the department get no automatic manager.
Parent Department	The nearest upper level of this department. If the parent does not exist yet, type its name and click Create and edit….	The department is a top level department.
Color	The color of the department card, to tell departments apart.	No color.
Functions, Tasks	Free text describing what the department is responsible for and which tasks it performs.	Nothing is shown.

Expected result

The new department is on the department cards. In the Employees application, the department tree on the left follows the levels you set; click a department to list its employees.

Common problems

Problem	Cause	What to do
The New button is missing.	The user is not an Officer.	Ask the administrator to grant the Officer: Manage all employees level.
A sub-department is not under the expected parent.	The Parent Department field is empty or wrong.	Open the department, correct the field and save.

See also

Related article

• How to create and set up job positions

Optional module

• Employee Documents

• Employee Relatives

• Employee Birthday Filters