Add or modify departments

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • You can use departments to categorize users. Departments are assigned to an employee user profile, and are synchronized to the HR profile.

    Before you begin

    Role required: admin

    About this task

    The base system provides various departments. You can create or edit existing departments and add users.

    Procedure

    1. Navigate to All > HR Administration > Managed Lists > Departments.
    2. Click a department name to view or edit details for that department.
    3. Click New to create a department.
    4. Use the ID field to enter a company-specific department number.
    5. Click Save to stay on the Departments form.
      The Expense Allocations and Users tabs appear.
    6. Click Expense Allocations to view all expense allocations associated with the department.
    7. Click New to create a new expense allocation associated with the department.
    8. Click Users to view all users associated with the department.
    9. Click New to create a new user associated with the department.
    10. Click Save to stay on the Departments form or Update to return to the Departments list.