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Managing multiple departments

Departments help organize your workforce and can be used to apply different leave policies and approval workflows.

Creating departments

  1. Go to Settings → Departments
  2. Click Add Department
  3. Enter the department name
  4. Optionally add a description
  5. Click Save

Department settings

Each department can have:

  • Name: The department identifier
  • Description: Additional context about the department
  • Default leave policy: Applied to new employees in this department
  • Approval workflow: Custom approvers for this department

Assigning employees to departments

When adding or editing an employee:

  1. Go to People → Add Employee or edit existing employee
  2. In the Job Information section
  3. Select the appropriate department from the dropdown
  4. Save the changes

Department-specific policies

You can create different leave policies for different departments:

  1. Go to Settings → Policies
  2. Create a new policy or edit existing
  3. Assign the policy to specific departments
  4. Set different rules for each department as needed

Managing department approvers

Set up department-specific approval workflows:

  1. Go to Settings → Departments
  2. Click the menu next to a department
  3. Select Edit
  4. Choose default approvers for this department
  5. Save changes

Best practices

  • Keep department names simple and clear
  • Use departments to group employees with similar leave needs
  • Consider time zones when organizing departments
  • Regularly review department structure as your company grows
  • Use consistent naming conventions across departments

Common use cases

  • By function: Engineering, Sales, Marketing, HR
  • By location: New York Office, London Office, Remote
  • By seniority: Management, Senior Staff, Junior Staff
  • By contract type: Full-time, Part-time, Contractors