Create or modify departments (and sub-departments)?

Related module:

In this article:

• Configure departments
  • Create 'parent' departments
  • Create sub-levels
  • Modify my levels and sub-levels
  • Move a department up to a higher level
  • Delete a department

Do you want to define another level within your organization chart tree structure? See the article dedicated to creating or modifying structures.

Configure departments

Access: Admin area > Paramètres généraux > Fiche société > Organisation tab

Create 'parent' departments

The 'parent' departments are the first levels of your organization. It will then be possible to create as many levels and sub-levels as you want.

• click ''
• enter my department name
• enter a department code: this code will be used in particular for data exports and imports. It must be unique. Generally, the name given to the department is reused unless two departments have the same name!
• then fill in the various optional fields:
  • the SIRET number
  • the NIF code
  • the establishment code
  • the company code
  • the bank accounting code
  • the journal / transfer code
  • the address
• select the department manager if there is one from the drop-down menu. This information is optional but can be very useful for setting up your approval workflows (optional)
• enter the bank details for each department, if they are different from those of the company (entered in the fiche société > Général tab). This information will be used in particular in the SEPA transfer file with the Expense Reports module
• add a comment if necessary (optional)

Create sub-levels

When my main departments (or parent departments) are created, I can add different sub-levels.

• click '' to the left of the department name
• select 'Insérer une ligne': this action will insert a new line below the current one, but on a 2^nd level of department. This sub-department will be attached to the previous one
• fill in the various fields
• save

Modify my levels and sub-levels

It is possible to easily modify the order of my departments or sub-departments or attach a sub-department to another parent department.

• click '' to the left of the department name you want to move
• by clicking on 'Monter' or 'Descendre', you can move your department and change its level
• save

Move a department up to a higher level

It is possible to move a sub-department up to a higher level. For example, if you want a sub-department to become a main department.

• click '' to the left of the department name you want to move
• by clicking on 'A gauche', you can bring your department back to the higher level
• save

Delete a department

If you want to delete a department:

• click '' to the left of the department name you want to delete
• click 'Supprimer'
• save

When deleting a department, it is important to reassign the employees in that department to their new department.

Once all your departments have been created, you will be able to view them in detail or as a summary using the '+' or '-' on the left, which allow you to expand/collapse the different department levels.

Don't forget to save your work 😁!

Would you like more information on creating structures? Find out more here: Creating or modifying structures (and sub-structures)

Keywords: Department · organization · hierarchy · organizational · service · business unit · entity · organization chart · create · modify · level · sub-level · structure · move up · move down · sub · plan · tree structure