Step 1: Access Organization Settings
Click on your Company Name in the left hand navigation bar.
Select Organization Settings from the pop-out menu.
Navigate to the Departments tab in the upper-right corner.
Step 2: Add a Department
Click Add Department.
If you have multiple payroll cycles or payroll settings, choose the appropriate one from the dropdowns.
If there’s only one option, go ahead and click Submit.
💡 Departments act as the parent groups for your Teams.
Step 3: Add a Team
Click the Add Team button.
Select which Department the team belongs to.
Enter the Team Name.
Click Submit.
Step 4: Assign Employees
Once your Departments and Teams are set:
Head to your Employees via the left-hand navigation menu.
Assign each employee to the appropriate Department and Team.
Next Article: Examples of Common Custom User Roles