Organize your team by departments

Organize your employees and contractors by departments. This allows you to create reports that are summarized by team. If you have an accounting integration, export your payroll transactions by team.

Step 1. Enable the Departments feature

  1. Click the Settings tab.
  2. Next to Departments, click Edit.
  3. Click Enabled.
  4. Click Save.

You can now start organizing your employees and contractors by department.

Step 2. Create your department

  1. Click on the People tab.
  2. Navigate to the Departments section.
  3. Click Create a new department.
  4. Enter in the department name. 
  5. Click Save and Continue.
  6. Add active employees or contractors to this department. A team member can only be assigned to one department.
  7. Click Save.

What's next? Run reports grouped by department, or map your chart of accounts by department.

Note: You can also assign an employee to a specific team by editing their Personal Details in their profile page.

 

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