Departments

Who can do thisHR Administrator

Departments group your employees. You pick one when you add an employee and when you record a transfer. Approval rules can also match on a department's code.

Add a department

1. Open SettingsDepartments and click Add department.
2. Enter a Name, for example Customer Support, and a short Code, for example SUP.
3. Optionally choose a Parent department (optional).
4. Click Save.

The list shows Name, Code, Parent and Status ("Active" or "Archived"). Use Edit, Archive and Restore on each row.

Good to know

• The list is flat. A parent is shown in its own column; there is no tree view.
• Once a department has a parent, you can change it to another parent, but you cannot clear it again.
• HCM does not stop you from making two departments each other's parent. Take care when you nest departments.
• Choose codes with care. An approval rule matches the code exactly, including upper and lower case, for example department=SUP. See Approval rules and routing to managers.
• Employees without a department show as "Unassigned".

Possible errors: "name and code are required.", "Unable to create department." and "Unable to update department."