Setting up departments correctly within Perform & Engage 365 is vital, and it will ensure that the right employee is assigned to the right department.
During onboarding, we will support you to create all required departments, however, this guide will be beneficial if you need to make any changes going forward.
There are three steps to cover when assigning departments to users:
Step 1: Adding a new department
Step 2: Assigning a department to a user
Step 3: Adjusting a department
Step 1
Adding a new department
- Head to the 'Organisation' tab.
- Select 'Departments' in the secondary menu bar.
This will provide you with access to your departments and in here, you can add a new department.
To do this, go to 'Add New Department', type in the department name, and click 'Add'.
The department that you have added, can be viewed in the left hand column under 'Department'.
Step 2
Assigning a department to a user
- Select 'Manage' in the secondary menu bar.
- Find the user you want to assign a department to. You may need to click on the hierarchy icon
on the right hand side, next to the manager of the person you want to find.
- This will display all users listed within the managers team.
- To assign a department to a user, hover your mouse and then click 'edit' under the departments column. Here, you can assign departments to a user by selecting them from the dropdown boxes and clicking 'Save'.
Step 3
Adjusting a department
- Select 'Departments' in the secondary menu bar.
- Click on 'View teams in this department' which can be found by clicking this icon
located on the right hand side.
You will find a list of users within this department here.
- To edit the department for those users, click on the edit icon next to the employees name.
- Here, you can adjust primary and other departments by selecting from the dropdown boxes.