Add a Department in HRM

Create departments under each branch to organise teams, assign designations, and support payroll, attendance, and reporting workflows.

🔐 Access Control

• Only Admin users or staff with HRM setup permissions can add or edit departments
• From the Dashboard, use the side menu to navigate: HRM → System Setup → Department

🧩 Step-by-Step: Add a Department

1️⃣ Open Department Setup

• Navigate to the Department section under System Setup
• Click the ➕ icon to open the “Create Department” form

2️⃣ Enter Department Details

• Branch*: Select the branch this department belongs to (e.g. HQ, Client Site - Zenia, Warehouse B)
• Name*: Enter the department name — this can reflect:
  • Operations, Finance, Care Staff, Cleaning Team
  • Support, Compliance, Logistics, Admin
  • London, New York, Gujarat (if location-based)

Use clear, functional or location-based names for reporting and assignment clarity.

3️⃣ Save the Department

• Click Create to add the department
• The new department will appear in the list with action icons:
  • 🖊️ Edit
  • 🗑️ Delete

✅ Best Practices

• Use consistent naming across branches (e.g. Finance, Operations, Care Team)
• Add departments before assigning designations or employees
• Review department list quarterly to reflect organisational changes
• Avoid duplicate names within the same branch
• Link departments to payroll, leave, and attendance modules for full traceability