Add Department
There are two ways you can add Departments:
{primary} By default, the following departments are configured for every company at the time of Account Set Up. You can add more departments depending on your organization's preferences.
- Accounts
- Administration
- Human resources
- Marketing
Departments In Company Settings:
Step 1:
Go to Administration-- > Company Settings--> Company Tab--> Departments--> Click on the Add New button.
Step 2:
On clicking on the Add New button, a popup will appear on the screen prompting you to fill up the details in the form.
Step 3:
Enter the department name in the "Department" field.
Step 4:
After entering the department name, click on the button to save the department details.
Step 5:
On clicking on the button, a message appears prompting you that the department is successfully added and you can view the newly added department in the department's list.
Add Department In Create Employee:
Step 1:
Go to Employees --> New Employee
Step 2:
By clicking on the submenu "New Employee" Create Employee page will appear on the screen.
Step 3:
Click on the + icon next to the 'Department' field. On clicking on the + icon, 'Departments' popup will appear on the screen.
You can click on the Show List link to view the list of available departments.
Step 4:
Enter the department name in the "Department" field.
Step 5:
After entering the department name, click on the button to save the department details.
Step 6:
On clicking on the Save button, a message appears prompting you that the department is successfully added.
Step 7:
On closing the popup, you will be directed back to 'Create Employee' where you can see the added department name is prefilled in the "Department" drop-down.
{primary} You can also see that the added department listed under the Company Setting--> Company Tab-->Departments.
