Department Management

What Is Department Management?

The Departments module allows administrators to organize employees into departments and assign managers responsible for approving leave requests.

Departments help structure:

• Employee grouping
• Leave approval workflows
• Reporting and organizational visibility

What a new organization starts with

Completing setup creates six departments, so people can be assigned to one straight away rather than waiting for the structure to be built first:

Executive Department, Software Development, IT Operations, Finance & Accounting, Sales and Operations.

Each has its own colour on the calendar. Rename, recolour or deactivate any of them — they are a starting point, not a fixed list. The person who created the organization is placed in the Executive Department.

Who can change departments

A department manager can adjust how their own department reads — its name, description and colour — but not its code, whether it is active, or who manages it. Those decide the department's identity and who controls it, so they stay with administrators.

Viewing Departments

The Departments page displays all departments within the organization.

Each department includes:

• Department Name
• Department Code
• Employee Count
• Assigned Manager

Creating a Department

1. Navigate to Settings → Departments.
2. Click Add New Department.
3. Enter department details:
   • Name
   • Code
4. Assign a department manager (optional).
5. Save the department.

Assigning a Manager

A department manager is responsible for approving leave requests for employees within that department.

Manager Behavior

• If no manager is assigned, the department displays “No Manager”
• Managers can be updated or changed at any time
• Leave approvals are routed to the assigned manager

Employee Assignment

Each department tracks the number of employees assigned to it.

Employee Count

• Displays the total number of employees in the department
• Updates automatically when employees are added or removed

Assignment Rules

• Employees typically belong to one department at a time
• Assignment rules may vary based on organization configuration

Department Status

Departments can be marked as active or inactive.

Viewing Inactive Departments

• Enable Show Inactive to view archived departments
• Inactive departments remain available for:
  • Reporting
  • Audit purposes

Status Behavior

Department Codes

• Each department has a unique code (e.g., HR, IT, FINA)
• Used for:
  • Identification
  • Reporting
  • Internal references

Saving Changes

• All changes are applied immediately after saving
• Updates affect:
  • Leave approval workflows
  • Reporting
  • Employee assignments

Notes

• Departments are used to structure approval routing and reporting
• Manager assignment directly impacts leave approval flows
• Access and configuration depend on administrator permissions