Add Departments and Positions

Add Departments and Positions

Organizational Chart

Adding an Organizational Chart is important since it gives you an overview of the whole organization hierarchy. This helps you in creating and assigning workflows to workflows to see who is reporting to whom. Department and position are required fields when adding a new employee or when updating existing employee records. These employee details are also used as parameters when locating a specific group of employees using the filter function. Make sure before that the department or position has been previously entered before adding a new employee record/updating existing records.

Add Department

To add a department:

1. From the Admin Dashboard's Top Navigation, click the gear icon (Company Settings).
      

2. Open the side navigation by clicking on the arrow just below the company dropdown.
      a. Choose Company Structure
      b. Open Department
      

3. Click the Add Department button.
      

4. Enter the Department name, then click on the Add department button.



5. Upon clicking on Add department, a new field will appear to continue adding more department names.



You have an option to still edit or delete the previously added department name.


6. After completing the list of the departments, click on Submit.
      

Add Position

To add a department:


1. From the Admin Dashboard's Top Navigation, click the gear icon (Company Settings).
      

2. Open the side navigation by clicking on the arrow just below the company dropdown.
      a. Choose Company Structure
      b. Open Position
      

3. Click the Add Position button.
      

4. Enter the Position name, the click on the Add Position button.
      
      
5. Upon clicking on the Add position button, a new field will appear to continue on adding more position names.



You have an option to still edit or delete the previously added position name.


7. After completing the list of the positions, click on Submit.
      

If there are new Departments and Positions, ensure that they have already been added to the Organizational Chart before you create the 201 profile of the new employee.



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