Departments
Organise your employees into teams and decide who supervises whom.
A department groups several employees together. Within each department, each person can be a Member, a Supervisor or both. Departments are used to:
- Let supervisors review and approve the absence and overtime requests of the members of their departments.
- Show certain projects only to the employees of one department.
You will find this screen in Settings › Departments.
Department list
| Column | What it shows |
|---|---|
| Name | The department's name. |
| Nº of members | People marked as members. |
| Nº of supervisors | People marked as supervisors. |
Each row has two buttons:
- Manage members: opens the list of employees so you can mark members and supervisors.
- Modify (pencil): changes the department's name or deletes it.
You can also search with Search... and create a department with Create (+).
Create or modify a department
The Create department window only asks for the Name, up to 32 characters. It cannot be repeated. Click Create to save it.
To change the name, click Modify on the row. The Modify department window has the Modify and Delete buttons.
Manage members and supervisors
Open the list of employees
Click Manage members on the department's row. The Department: window opens, followed by the department's name, with all the company's employees.
Mark each person's role
Each row has two checkboxes:
- Member: the person is part of the team.
- Supervisor: the person supervises the department's members.
You can tick one, both or neither. If you untick both, the person leaves the department.
Save the changes
Click Modify. The button is only enabled once you have changed something. A bar shows the progress while the changes are saved and, when it finishes, the message Members updated appears.
To find someone in a long list:
- Type in Search... to filter by name.
- Untick Show all and tick Member, Supervisor or both to see only the people with that role.
If you close the window with unsaved changes, the admin panel asks "There are unsaved changes, do you want to save it?". Click Yes to save them or No to discard them.
What a supervisor can do
- Review and approve or reject the absence and overtime requests of the members of the departments they supervise. See Approve or reject vacation days and Approve or reject overtime.
- They cannot approve or reject their own requests.
- In the admin panel they choose which team to see with the Department: selector in the top bar, which includes the Show all option.
The permissions of each role are explained in Roles and permissions.
Rules to keep in mind
- An employee can belong to several departments.
- When you delete a department, its members and supervisors are no longer linked to it, and its projects are shown to all employees.
- Delete does not ask for confirmation.