Set up departments and designations
Group staff into departments, nest a department under another or limit it to one branch, and keep a list of designations with an optional level.
On this page
Departments
Departments group your staff, for example Sales, Kitchen or Packing. The staff list groups people by department.
- Go to Settings → Departments.
- Enter the Department name.
- In Part of, choose Top level, or a department it sits under.
- In Branches, keep All branches, or pick the one branch it belongs to.
- Select Add department.
To rename a department, change its name in the list and select Save changes. Select Delete to remove one. A department cannot sit inside itself.
Designations
Designations are job titles, such as Supervisor or Cashier.
- Go to Settings → Designations.
- Enter the Designation.
- Level is optional. It is a rank used only to sort the list.
- Select Add designation.
Use them
Pick a department and a designation when you add or edit a staff member. To move many people at once, see Change many staff at once.
Related articles
Add branches
Add a branch for each location with its own state and timezone, choose the default branch, and archive branches you no longer use.
Add a staff member
Choose the staff type, fill in the profile, employment, statutory and bank details, and save a new staff member in X.
Find staff and change many at once
Search and filter the staff list by status, type, department and branch, then change the department or designation of many people in one go.
Still need help?
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