Departments and HODs

What departments are for

Departments are HR units, such as Accounts, Audit, Sales or Engineering. Each person belongs to one department. Departments appear in profiles, the Reports department filter, the Departments report panel and the attendance register.

Create a department from the Team page

1. 1Go to Team and open the Departments tab.
2. 2Click Create department.
3. 3Type a Department name, for example “Audit”.
4. 4Optional: choose a Head of Department.
5. 5Optional: add a Description.
6. 6Click Create department.

Manage departments in Settings

1. 1Go to Settings → Departments (HR).
2. 2Click Add Department.
3. 3Type the Department Name and choose a Department Manager, or No Manager.
4. 4Click Save Changes.

Use Edit to rename a department or change its manager. Use Delete to remove it. Only workspace admins can add, edit or delete departments.

Assign people to departments

1. 1Go to Team and open the Members tab.
2. 2For a person without a department, use Assign to department.
3. 3For a person in a department, use Change department.

Admins can assign anyone to any department. Team managers can assign people only to their own department.

Choose an HOD

An admin can make a person HOD in three ways: click Promote to HOD on the Members tab, choose them as Head of Department when creating a department, or choose them as Department Manager in Settings.

• The HOD gets the Team manager role, unless they are already a workspace admin.
• The HOD sees Approvals, Team and Reports.
• Invites sent by an HOD place new people in the HOD's department.
• In reports, a manager sees people who report to them and people in the department they lead.