In this article, you'll learn how to:

Create a new department

There are two ways to create a new department:

Option 1: Create from scratch

  1. Click the Gear ⚙️ icon on your navigation bar > Department

  2. Click + New Department and fill in the Department Name

  3. Select a Parent Department (if any) and fill in a Description (optional)

  4. Click Create when finished

Option 2: Add a sub-department

  1. Click the Gear ⚙️ icon on your navigation bar > Department

  2. Hover on a department and click the + (plus) icon at the bottom-right corner > Fill in a Department Name and Description (optional)

    Add new department directly under an existing one
  3. Parent Department is the one you choose to add a sub-department. To change, select from the pre-filled drop-down menu.

  4. Click Create when finished. New Department will be added beneath the chosen Parent Department in the department chart.


Edit a department

  1. Click the Gear ⚙️ icon on your navigation bar > Department

  2. Hover on a department you want to adjust > click Edit at the top-right corner

  3. Adjust corresponding fields

  4. Click Save to apply changes

    Edit a department

Deactivate a department:

Deactivated departments will be hidden from other modules, but you can still view them in the Department setting.

  1. Click the Gear ⚙️ icon on your navigation bar > Department

  2. Click on the department you want to deactivate and toggle the button to the left side

  3. Click Deactivate to confirm action

⛔️ Caution: Departments with assigned employees and sub-departments cannot be deactivated. Make sure to transfer or remove them in advance, or you will receive this error message:


Delete a department

  1. Click the Gear ⚙️ icon > Department

  2. Hover on a department you want to adjust > Click Edit at the top-right corner.

  3. Click Delete at the bottom-right of the pop-up

  4. Confirm your action

⛔️ Caution: Departments with assigned employees, jobs, and sub-departments cannot be deleted and will be greyed out. Make sure to transfer or remove them in advance, or you will receive this error message:

Error when deleting a department

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