Departments Configuration

Departments Configuration

Alert
Only Administrator role can perform this action.

To configure these settings, start by going to the settings in the left-side menu and selecting the "Configurations" option.

Configurations Option

Then click on the "Departments" option in the side menu which appears under General Category.

Departments - Configuration Side Menu

You will arrive at the Departments page upon your first visit, where you will see the layout as shown below.

Departments Page

Add Departments

To add a department for your company, enter the Department Name in the designated textbox.
The fields for Department Head and Department Code are optional, so you can fill them in if you'd like. To select a department head, use the dropdown list that contains the employees of your company. 
You will also notice a toggle switch that allows you to mark the department as either active (On) or inactive (Off).

After entering all the necessary details, simply click on the blue "Add" button to set up your department in the account.

Department Add button

If successful, you will see a success message.


You can now view the details of your department in that section.

Department Details View

Edit Departments

If you need to edit any details of a department; such as changing the status, updating the department head, or making any other relevant changes, click on the edit button which is represented by a pencil icon.

Department Edit button

After making your updates, click on the green button with the right arrow icon to save your changes. Once saved, you will see a success message confirming that the changes were made successfully.

Department Update Changes apply button

You can see the update success message as below.


Delete Departments

To delete a department, use the delete button, and after confirming, it will be removed from the list.

Department Delete Button

If the deletion is successful, you will see the message below.


Remember, you cannot delete departments that are already assigned to employees.



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