How to set up departments

How-to · Audience: tenant-admin · Permissions: role.admin · Route: /dashboard/settings/company

Organize your workforce and scope certain rules and reports by department.

What this does

Creates departments that group your staff and can scope attendance rules, productivity classification rules, and reporting.

Who can do this

Tenant admins and owners.

Steps

1. Go to Settings > Company > Departments (or Departments from the sidebar).

2. Create a department and give it a name.

3. Assign staff to it from their profile or from the department page.

4. Optionally, assign a Department Admin or Team Lead — a department-local role with limited management authority over just that department.

What happens next

Once assigned, a department can be used as the scope for an attendance rule, a productivity classification rule, or a report filter — see "How classification rules and scope precedence work" for how department-level rules interact with organization-wide and individual rules.