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How to create department structures?
This article explains how to create department structures and how to generate or maintain department heads and deputies within the software.
Add another department
1Go to Settings and select Departments.
2To add another department, click on Add Department and enter the department name. If you do not select a Parent department, the department is created as the top level within the structure.
3Use Partent department to specify whether the new department is a sub-department.
Departments, sub-departments or their members can also be moved using drag and drop.
Edit or delete a department
1Select the required department.
2Use Settings (three vertical dots) to access the functions: Edit department or Delete department.
Add members to a department
1Select the relevant department.
2Select Add your first member now for a newly created department or Add Member for an existing department.
3Another window will be displayed, there you can select the relevant members. Complete the action by clicking Add. You can also Choose a start date to specify when the change should take effect. A date in the future cannot be selected.
Add head of department or deputy to a department
1You can assign a member the corresponding role using Select Lead or Select Assistant.
2Members can also be added as department Leads or Assistants via drag and drop.
Change the role assignment of head of department/deputy
1Click on Settings (three vertical dots) to change the role assignment in Edit Lead.
2You can also remove the role assignment by clicking on Unassign as Lead.
Department heads and deputies can view members of their department and sub-departments created according to the structure, adjust times or enter absences.
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