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Setting up Departments and Teams

Departments and Teams help you structure your organization and streamline assignments. Here's how to set them up:

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Written by Zack Pierce
Updated over 7 months ago

Step 1: Access Organization Settings

  1. Click on your Company Name in the left hand navigation bar.

  2. Select Organization Settings from the pop-out menu.

  3. Navigate to the Departments tab in the upper-right corner.

Step 2: Add a Department

  1. Click Add Department.

  2. If you have multiple payroll cycles or payroll settings, choose the appropriate one from the dropdowns.

  3. If there’s only one option, go ahead and click Submit.

💡 Departments act as the parent groups for your Teams.

Step 3: Add a Team

  1. Click the Add Team button.

  2. Select which Department the team belongs to.

  3. Enter the Team Name.

  4. Click Submit.

Step 4: Assign Employees

Once your Departments and Teams are set:

  1. Head to your Employees via the left-hand navigation menu.

  2. Assign each employee to the appropriate Department and Team.

Next Article: Examples of Common Custom User Roles

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