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Product guide · Company Admin or authorized HR user

Department setup

Maintain a consistent department structure for employee records and HR administration.

  1. STEP 01

    Agree the department structure

    Use the company’s actual departments and decide how reorganizations will be reviewed. Avoid creating temporary spelling variants that make employee lists harder to interpret.

  2. STEP 02

    Maintain department records

    Use the Departments destination from organization settings. Check the supported department information before saving and review existing records before adding another.

  3. STEP 03

    Review employee placement

    Assign the correct department in employee setup or edit. When employees move, check related designation, team and reporting-manager fields rather than changing only the department label.

Before you finish

  • The department represents the actual organization.
  • Employee assignments are current.
  • Permissions are reviewed separately from department membership.

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