Add a department

This article covers: Add Department.

Before you start

Access. Changing records here needs permissions of this area (Department.Update, Department.Delete). Roles that include them: Organization Administrator. Ask your administrator if you do not have one of these roles.

Steps

Open Core HR > Departments.
Select Add Department.
In the window Department fill in the fields below.

Field	What it means and what to enter
Department Code	A short, unique code that identifies the record.
Department Name	The name people see for the record.
Department Type	Choose one: Functional, Operational, Corporate, Support, Regional, Project, Shared Service, Other.
Parent Department / Unit	The record this one sits under. Leave it empty for a top-level record.
Head of Department	The person in charge. Start typing a name or code and pick a match.
Effective From	The first day the record is in force.
Effective To	The last day the record is in force. Leave it empty if it has no end.
Status	Whether the record is in use. Choose one: Active, Inactive, Draft.
Description	Free text for your own notes.

Select Save.

The window closes and the table shows the result.

If something does not work

The button "Add Department" is missing. You do not have the permission, or the page is not in your menu. See Access above.
A list in the window is empty. The records it picks from do not exist yet.
The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.