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.
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.
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.
