Managing Employees and Departments

Employees and Departments form the backbone of your org structure and feed many other modules. This guide shows how to build and maintain them.

Create departments first

Departments group employees and drive reporting. Set them up before adding people.

• Open the Departments module.
• Click New department and give it a name and an optional lead.
• Save; the department is now selectable on employee records.

Add employees

• Open the Employees module.
• Click New employee and complete the full-page record.
• Assign a department, job title, and contact details.
• Save to make the employee available across HR, Hardware, and Document Requests.

Document requests

Use Document Requests to collect signed or uploaded documents from employees, such as contracts or certifications.

• Create a request and assign it to one or more employees.
• Track which requests are pending, submitted, or approved.

Tips

• Keep department names short; they appear in many dropdowns.
• An employee record is reused by Trips and Expenses, Hardware assignment, and the intranet portal, so accuracy pays off everywhere.