Organize your workers into teams or departments

Organize your employees and contractors by teams (also known as 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 Teams and Departments feature

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

You can now start creating teams for your employees and contractors.

Step 2. Create your teams

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

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

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



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