This feature allows Company Administrators to create, edit, copy and import Departments.

1. Navigate to Administration → General → Departments

2. Click on Add a new department

3. Enter all the required details of the department

Parent: This is only applicable if there is a department already created in your system that sits above the one you are making in your organization's structure. Please select a parent department from the dropdown menu.

Title: The name of the new department you are creating.

Department ID: The ID that uniquely identifies the new department.

Description: The description of your new department. This is not visible to your end users and can only be seen by company administrators through the admin menu or reported in the custom reporting tool.

4. Save

5. The following tabs are also available

Goals, Competencies, and Development Objectives: These will be pre-populated if an appraisal is set up to do so based on the department.

Courses: Required or Recommended courses can be added to this section. If a course is set to required any user assigned this department will be enrolled in that course.

1. Navigate to Administration → General → Departments

2. Search for the department you want to Edit.

Choose the what status of departments to show in the list.

Input the full or partial name of the department you are looking for.

Click Search.

3. Click the Actions dropdown and select Edit.

4. Make any required changes the department settings and other tabs.

5. Save

1. Navigate to Administration → General → Departments

2. Search for the department you want to Copy.

3. Choose Copy from the Actions dropdown.

4. Make changes as required to the Department settings

⚠️ You will be required to input a unique Department ID for your copied department.

5. Save

1. Navigate to Administration → General → Departments

2. Click Import

3. Download the import template

4. Using the Department Import Legend on this page as a guide populate the template with all required fields for each department you wish to import.

5. To Import your completed file click Choose file

6. Review your import data in the Invalid Rows Summary and Review All Rows sections. If all data appears correct click Confirm to import the file and create your new departments.

1. Navigate to Administration → General → Departments

2. Click Export to CSV

3. This will download a CSV file that contains the following information