Setting up departments

A department is a division of employees in your organization. Departments may reflect your organization's hierarchical structure, geographic regions, or functional groups. Users can be assigned to one department only.

You can set up multiple department levels – an employee's assigned department can be a sub-department of a higher-level department. The top level department is named Company, by default.

If you're an enterprise level customer, you can also organize employees into user groups. The advantage of user groups is that you can filter data that users can access based on the group they belong to.

Setting up a department

Use the procedure below to set up a single department. Or, if you have a lot of departments to set up, you can use the Replicon Import Add-in (RIA) to import departments using a spreadsheet.

To set up a new department:

  1. Go to Administration > Employees and Organization > Departments.
  2. Click Add Department.

  1. Click the Parent field, and select the new department’s parent department.

The parent department is the one that will be one level above the new department in your organization’s hierarchy.

  1. Name the new department, and complete the other fields, as desired.
  2. Click Save.


How can we view departments as a hierarchy?

You can view departments as a hierarchy by clicking the Parent field when setting up or editing a department.

Can we move a department from one parent to another?

Yes, you can. To do this:

  1. Go to Administration > Employees and Organization > Departments.
  2. Click the name of the department you want to move.
  3. From the Parent field, select a new parent department.