How can I create or modify departments (and sub-departments)?

Are you setting up Eurecia? Do you need to organize your teams easily?

Well, good news! With Eurecia, you are able to create departments for many purposes! Services? Teams? Specific activities? The choice is yours 😊!

 

 

Who is this article intended for?

All administrators responsible for the platform settings.

 

What will be covered?

• Setting up departments
  • Creating main departments
  • Creating sub-departments
  • Editing levels and sub-levels
  • Switching sub-departments to an upper level
  • Deleting a department

Do you want to define a new level into your flow chart? Then check out this article dedicated to creating or modifying structures.

 

Setting up departments

Access: Admin Area > General parameters > Company record >Organization

Creating main departments

"Main" departments are the roots for your organzation. They are at the first level. Once set, it will be possible to add as many sub-departments as you wish.

 

For this purpose, just follow the below steps:

• Click at first on "".
• Add a new name for your department.
• Add a new department code. This code will be particularly helpful when exporting and importing data. It is thus important it remains unique.
• Add all other necessary information as it appears.
• Once done, save all modifications.

 

Creating sub-departments

Once main departments have been created, you are then able to add as many sub-departments as you need.

•  Click on the "", on the left of the main department you wish to add a sub-level to.
• Choose "Insert a new line": This action will insert a brand new line (Or level) below the chosen main department.
• Fill all necessary information.
• Save the changes.

 

Editing levels and sub-levels

Do you wish to change the order for your different departments? Did your structure change and a sub-department is now related to a different one? Easy peasy lemon squeezy!

• Click on  "" , on the left of the department you wish to modify.
• Choose "Up" to move your department up by one level. Choose "Down" to move your department down by one level.
• Save the changes.

 

Switching sub-departments to an upper level

Is your sub-department becoming a department of its own? Do you need to move it up? A piece of cake!

• Click on  "" , on the left of the department you wish to modify.
• Choose "Left" to move your department left by one level. 
• Save the changes.

 

Deleting a department

Is your structrue changing again? Is a department going to be removed? Happy days: this is as well possible!

• Click on  "" , on the left of the department you wish to modify.
• Choose "Delete element".
• Save the changes.

Be aware deleting departments will obviously require to add all employees affected by this deletion to another department.

 

Once all your departments are created, you will be able to display the levels you want using the "+" and "-". These signs are available on the left of each department created.

 

Once again, do not forget to save any modification!

 

Do you need additional information about creating and changing strctures? Then just follow the link right here: Creating or modifying structures (And sub-structures)

 

Keywords related to this article:

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