Create a Department

Global Admins are the only users able to access the Settings tab. 

This document instructs the User on how to create a Department to which Job Titles are allocated.

To add a Department:

STEP 1:From the navigation menu, select Settings.

STEP 2:From the setting menu, select Tags

STEP 3: From the Tags menu, select Departments and click the "Add Tag" button.

STEP 4: In the Department Name field, type the name of the Department. Example: "Reception Team"

STEP 5: Begin typing the name of the Team the Department contains. You can select more than one - a drop box will appear, and click the name of the Team to assign it to the Department.

If you have not yet added any Teams, this step may be skipped and returned to at a later stage. 

STEP 6: Begin typing the name of the Job Title the Department contains. You can select more than one. A drop-down box will appear, click the name of the Job Title to assign it to the Department.  If you make a mistake, click the "X" to the right of their name.

STEP 7: Click Save. Your Department will be saved.

Want to learn more about Tags?

Region

Team/Location

Department

Job Title

Skills