How to set up departments

Organize people into departments so access, reporting, and announcements line up with your structure.

Departments are the backbone of access and reporting. People, announcements, timesheets, and payroll can all be scoped to a department.

Follow these steps:

1. Open Departments from the sidebar.

2. Click Add Department and enter the name and an optional description.

3. Optional: assign a department head — the person who oversees the department.

4. Choose which applications the department can access by toggling modules. People here see only those apps.

5. Click Save.

6. Add members — open the department, search people, and click Add Member; change a member's role chip or remove them right there.

7. Automate assignments (optional) — set a default department for new users so they land correctly on creation.