Departments¶
All employees in the Employees app fall under specific departments within a company.
Create new departments¶
To make a new department, navigate to , then click the New button in the top-left corner to reveal a blank department form. Fill out the following information on the department form:
Department Name: enter a name for the department.
Manager: using the drop-down menu, select the department manager.
Parent Department: if the new department is housed within another department (has a parent department), select the parent department using the drop-down menu.
Company: using the drop-down menu, select the company the department is part of. This field only appears in a multi-company database.
Color: select a color for the department. Click the colored box to display all the color options. Click on a color to select it.
Appraisal Templates: using the drop-down menu, select the appraisal form to be used for all employee appraisals within this department. If a new appraisal is desired, enter the name for the appraisal, then click Create and edit… to modify the new appraisal form. This field only appears if the Appraisals app is installed.
Appraisal Survey: using the drop-down menu, select the default survey to use for the department when requesting feedback from employees within the department. The default options are Employee Opinion Form, 360 Feedback, and Employee Appraisal Form. This field only appears if the Appraisals app is installed, and the 360 Feedback option is enabled in the settings.
After the form is completed, click the (cloud upload) icon to manually save the changes. When saved, a DEPARTMENT ORGANIZATION chart appears in the top-right of the department card, illustrating where the department lies in the organization.
Note
The form auto-saves while data is entered, however the Department Organization chart does not appear until the form is manually saved. If the form is not saved, the Department Organization chart is visible upon opening the department card from the Departments dashboard.
See also
Departments dashboard¶
To view the currently configured departments, navigate to . All departments appear in a Kanban view, and are listed in alphabetical order.
The default view for the Departments dashboard is a Kanban view. It is possible to view the departments in two other forms: a list view and a hierarchy view.
Kanban view¶
Each department has its own Kanban card on the main Departments dashboard. Each department card displays the following information, if available:
Name: the name of the department.
Manager: the name and image of the department manager.
Company: the company the department is part of, including the location icon.
Employees: the number of employees within the department.
Appraisals: the number of appraisals scheduled for employees in the department.
Time Off Requests: the number of unapproved time off requests for employees in the department awaiting approval . This only appears if there are requests to approve.
Allocation Requests: the number of unapproved allocation requests for employees in the department awaiting approval. This only appears if there are requests to approve.
New Applicants: the number of new applicants for a position within the department. This only appears if there are new applicants.
Expense Reports: the number of employees in the department with open expense reports to approve. This only appears if there are any expense reports waiting for approval.
Absence: the number of employees with approved time off for the current day.
Color bar: the selected color for the department appears as a vertical bar on the left side of the department card.
Note
Click on an alert in a department card, such as Time Off Requests, to reveal a list view of the requests to approve for that department
List view¶
To view the departments in a list view, click the (list) icon in the top-right corner. The departments appear in a list view, which displays the Department Name, Company, Manager, Employees, Parent Department, and Color for each department.
The departments are sorted alphabetically by Department Name, by default.
Hierarchy view¶
To view the departments in a hierarchy view, click the
(Hierarchy) icon in the top-right corner. The departments appear in an organizational
chart format, with the highest-level department at the top (typically Executive Management), and
all other departments beneath it. All child departments of the first-level child departments are
folded.
Each department card displays the Department Name, the Manager (and their profile image), the Number of Employees in the department, and the number of any child departments.
Click the Unfold button on a department card to expand it. Once expanded, the Unfold button changes to a Fold button. To collapse the department, click the Fold button. Only one department per row can be unfolded at a time.
Click anywhere on a department card to open the department form. Click the (#) Employees smart button to view a list of all the employees in that department.
