Dashboard Workforce - Department

Introduction

Departments play a crucial role in organizing your team's functions and delineating employee responsibilities. This guide will walk you through the process of creating, editing, archiving, unarchiving, and permanently deleting departments using our platform.

Table of Contents

How to Create or Add a New Department
How to Edit and Archive a Department
How to Unarchive and Permanently Delete a Department

How to Create or Add a New Department

Creating a new department is a straightforward process that helps you structure your team effectively. Watch this video tutorial for a visual guide: How to create or add a New Department.

Step 1: On the left navigation bar click on Employee and tap on the Department option



Step 2: Start by clicking on the "+ New Department" .



Step 3: Provide a name for the new department and then click "Save" to finalize and save the new department.

How to Edit and Archive a Department

Effectively managing your departments also involves the ability to edit and archive them as needed. View this video tutorial for step-by-step instructions:

To edit a department
Locate the department you wish to edit and hover to the "Date Created" column.
Select "Edit" to make necessary changes to the department details.



To archive a department
Find the department you want to archive and hover over the "Date Created" column.
Choose "Archive" to move the department to the archive section.

Confirm your decision by clicking "Yes, archive it!" or go back by selecting "Cancel."

How to Unarchive and Permanently Delete a Department

Occasionally, you might need to bring back an archived department or even delete it permanently. Refer to this video tutorial for guidance:

To Unarchive a Department:
Go to the "Archive" tab to access your archived departments.
Locate the desired department, click the 3-dot icon, and choose "Unarchive."

Reactivate the department by clicking "Yes, unarchive it!" or remain on the archive by selecting "Cancel."


To Permanently Delete a Department:
Navigate to the "Archive" tab to view your archived departments.
Find the department you want to permanently delete, click the 3-dot icon, and select "Permanently Delete."

Confirm your action by clicking "Yes, permanently delete it!" or revert your decision by choosing "Cancel."


Managing your team's departments is crucial for maintaining a streamlined workflow and optimal organization. With these step-by-step instructions, you can effortlessly create, edit, archive, unarchive, and permanently delete departments as needed. For visual guidance, feel free to watch the provided video tutorials.

If you have any further questions or encounter issues during this process, please don't hesitate to reach out to our support team for assistance.

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Updated on: 12/04/2024