This article describes how to create a department and a department group in Admin.
Function overview
Super administrators and other administrators with user and department permissions can create departments, all-staff groups and department groups in . When the administrator creates a department, they can also choose to create a department group, determining the staff members who can join. For example, an administrator can choose to only let full-time staff join a group, preventing interns, outsourced personnel, and others from joining.
Note: If an administrator invites a new employee to join a company or department using a public URL, the employee's staff type will be full-time by default, and they will be automatically added to the all-staff group or department group.
Steps
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- 1.Create a department
1.1 Add a sub-department
Go to - Organization - Member and Department. Click Add Department in the lower-right corner and edit the department name, department supervisor, and department group information. Click Confirm to create the new department.
1.2 Batch import departments
When there is a large number of departments, batch import departments can help you quickly import departmental data. Click the + icon in the bottom left corner, select Import Departments - Download template. Just fill out the template and upload it once you're done.
1.3 Create a sub-department
Choose the ⋮ button on the right side of the department list, and then select Add Sub-department to add a sub-department to the selected department.
- 2.Batch manage departments
If you need to manage multiple departments at the same time, go to the Department tab and check multiple departments to manage. Then click Batch Edit Department in the upper-right corner to configure the parent department, department supervisor, and department group information for the selected departments.
- 3.Creating a department group
In the Add Department tab, check Create Dept. Group, and then you can directly set the department group name and owner. In addition, you can also specify the types of employees who will automatically be included in the group. For example, you can specify to only allow full-time employees and interns to join the group, excluding other types of employees such as contractors.
If you didn’t check the Create Dept. Group option when you created the department but still want to create a department group later, go to Member and Department - Department, and click the Edit Department button on the right side of the department to create a group for the department.
- 4.Creating an all-staff group
An all-staff group is created by default when a tenant is created. When you need to modify the all-staff group settings, click the ⋮ button on the right side of the company name, and select Set All-Staff Group. Then go to the Set All-Staff Group tab to modify the group name, group owner, and the types of staff members who are automatically included in the group.