How to Create/Edit/Delete/Export Departments

Michael

Last Update 10 个月前

  1. Go to Settings in the Side menu

  2. Click Miscellaneous Lists

  3. Go to Employee Settings tab

  4. Go to Departments Tab


To Create Departments:

  • Click on Create and fill in the fields

  • You can check the “Set as Default” so it becomes the Default Department

  • Then click Save


To Edit Departments:

  • Click on any of the Department on the list

  • Edit the name

  • You can check the “Set as Default” so it becomes the Default Department

  • Click Save


To Delete Departments:

  • Right click on any of the Department on the list

  • Set to Inactive or Delete

    • Set to Inactive will remove the Department options from the dropdown list in your company but won’t be deleted from the list.

    • Delete will completely remove the Department.


To Search

  • You can search Departments by using the:

    • Search box

    • Filter by Inactive, Active, or All

    • By Department


You can also export Departments by clicking Export and clicking the checkbox on Department.

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