User Guide

Department

Where: Admin portal → Masters → Department
Route: /masters/department

The list of departments in your company. Add a department here once and it can be chosen wherever a department is asked for, for example when you register an employee.

1. The Department list

Department list
Department list

The list has one column, Department, and an Actions column with a pencil (Edit) and a bin (Delete). Use Search to narrow the list as you type, and Show 50 / 100 / 150 to choose how many rows to see.

2. Add a department

  1. Click Add Department.

    Add Department form
    Add Department form

  2. Enter the Department Name (required). If you click Save with the field empty it turns red and says "Department Name is required."

    Department Name is required
    Department Name is required

    Form filled in
    Form filled in

  3. Click Save. Department saved – Success. Created. confirms it. Click Got it.

    Department saved
    Department saved

  4. The new department is in the list.

    New department in the list
    New department in the list

3. Edit a department

  1. Click the pencil on the department's row.

    Edit Department form
    Edit Department form

  2. Change the name.

    Name changed
    Name changed

  3. Click Update. Department saved – Success. Modified. appears.

    Department modified
    Department modified

4. Delete a department

  1. Click the bin on the department's row.
  2. The confirmation names the department and warns "This cannot be undone." Click Delete.

    Delete confirmation
    Delete confirmation

  3. Department deleted – Success. Deleted. confirms it. Click Got it; the department is gone from the list.

    Department deleted
    Department deleted

    List after the delete
    List after the delete


Related: Designation · Employee