How to create and adjust departments

Audience: front-end end users

Before you start

You are already in the current project under Projects, and you have Human Resources permissions.

Steps

1. Expand the sidebar Human Resources
2. Open Department Management
3. Click the top-right menu and choose add department
4. Fill in name, code, and description. To set a level, choose a parent department
5. After save, check the indent in the list
6. When editing a department, you can set a department admin (choose from members of that department; follow the UI)
7. Before delete, confirm the department has no member assignment you still need (or change their primary department first)

Notes

• Create first-level departments first, then split them. This makes Set primary department easier.
• If there is an Import entry and it says not implemented, add departments by hand.