Introduction

Departments contain the list of various departments set up within companies. This is the fourth step in the sequence. Adding departments in this step will help set Designations and Employee later. Set departments with their names, IDs, within various companies in this section.

Adding a Department

Follow the below mentioned steps to add Departments.

• Go to Home>Master Data>Departments.
• Click Add New.

• Enter Department ID* and Department Name*.
• Select a Company* from the dropdown in which this department exists.
• Click Submit.

You will be able to add a department successfully. Multiple Departments can be added similarly.

Editing a Department

To Edit a Department:

• Go to Home>Master Data>Department.
• Click on the three dots under Actions on the right-hand side of your screen. Click Edit.

• Click Update when you are done with the changes.

Deleting a Department

To Delete a Department:

• Go to Home>Master Data>Department.
• Click on the three dots under Actions on the right-hand side of your screen. Click Delete.

• A pop-up appears asking you whether you really want to remove this department.
• Click Delete to delete or Cancel to go back.

Note: A department cannot be deleted if it has already been mapped to employees.

Import and Export Data

To Import Data:

• Go to Home>Master Data>Departments.
• Click Options in the top right-hand corner of your screen.
• Click Import Data.

• Click Download Sample File to download a sample file. You can use this file to make one for you.

• Click Select from Computer to select the file from computer to upload. Only xls, xlsx and csv formats are supported.

• To Export Data, click Export Data under Options dropdown in the top right-hand corner to export and save department data to your system.

Next Steps:

Step 5: Designations