Create and manage departments
Add departments, give one HR-wide access, add branches and archive what you no longer use.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
Departments are the groups everything else uses: task filters, HR rosters, shifts, leaderboards. Create them before assigning people.
By the end you can
- Create a department
- Give a department HR access
- Archive a department
Screens used
Steps
- 1
Open Departments
On: /settings/departmentsOpen Settings and choose Departments.
You should see: Your active departments and a form to add one.
- 2
Add a department
On: /settings/departmentsUse the add form at the bottom of the list: type the department name, for example "Email Marketing", an optional short label and a colour, then save.
You should see: The department is listed.
- 3
Add branches
On: /settings/departmentsFor a department with sub-teams, mark it as having branches and use Manage branches, for example On-Page and Off-Page inside SEO.
You should see: The branches are listed under the department.
- 4
Give HR access
On: /settings/departmentsPress the HR control on the department whose members should see everyone's attendance.
You should see: Members of that department gain HR-wide attendance access.
- 5
Assign people
On: /settings/teamPress Assign members → to go to Team & roles and put people into the departments.
You should see: The Team & departments page.
- 6
Archive
On: /settings/departmentsUse Archive on a department you no longer need. One that is still in use must have its members reassigned first.
You should see: The department leaves the active list.
Tips
- Grant HR access to one small department, not to everyone.
- Edit renames a department or changes its colour.
Troubleshooting
- You cannot find Settings, Departments.
- The page is for workspace owners and team admins. Ask one of them.
- Members of a department did not get HR access.
- Check that HR access is switched on for that department, then ask them to reload.
One row per shot, in the same order as the guide. Estimated length 2:06, recorded signed in as Owner. Use made-up data only. How to record
Say: Create and manage departments. Add departments, give one HR-wide access, add branches and archive what you no longer use.
Hold until you see: Lesson title on screen for three seconds.
Say: Open Settings and choose Departments.
Hold until you see: Your active departments and a form to add one.
Say: Use the add form at the bottom of the list: type the department name, for example "Email Marketing", an optional short label and a colour, then save.
Hold until you see: The department is listed.
Say: For a department with sub-teams, mark it as having branches and use Manage branches, for example On-Page and Off-Page inside SEO.
Hold until you see: The branches are listed under the department.
Say: Press the HR control on the department whose members should see everyone's attendance.
Hold until you see: Members of that department gain HR-wide attendance access.
Say: Press Assign members → to go to Team & roles and put people into the departments.
Hold until you see: The Team & departments page.
Say: Use Archive on a department you no longer need. One that is still in use must have its members reassigned first.
Hold until you see: The department leaves the active list.
Say: That is create and manage departments. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Reference articles on this topic
Mark it complete to keep your place in the course.
Related lessons
Put members into departments, share an apply-to-join link and assign several people at once.
See how your department ranks, what the bands mean and, as a manager, the full ranking.
Read monthly attendance, leave usage, overtime and time accountability for the whole workspace, and download each as a CSV file.