Departments management

Departments represent the organizational structure of your company. Every employee must be assigned to a department. Departments are managed through the Settings page as a simple list resource.

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Managing Departments

Accessing Departments

Navigate to Settings > HRM Configuration > Departments.

Creating a Department

1. Click the Create button.

2. Enter the department Name (must be unique).

3. Click Save.

Editing a Department

1. Click on an existing department in the list.

2. Modify the name.

3. Click Save.

Deleting a Department

1. Click the delete icon next to a department.

2. Confirm the deletion.

Note: When a department is deleted, employees that belonged to it will have their department field set to null. It is recommended to reassign employees to another department before deleting.

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How Departments Are Used

• Employee Profiles: Each employee is assigned to a department via a dropdown field. The department name appears in the employee table and detail view.

• Filtering: The employee table can be filtered by department to view staff in a specific team.

• Reporting: Dashboard cards and exports can group data by department.

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Examples

Common departments to set up:

• Human Resources

• Engineering / Development

• Sales

• Marketing

• Finance / Accounting

• Operations

• Customer Support

• Legal

• Product Management

Tip: Set up your departments before creating employees, as the department field is required when creating an employee record.

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