Departments & locations

Departments group employees for reporting, approvals and access control. Locations represent the physical addresses where staff work.

Departments

Adding a department

1. Go to People → Departments.
2. Click New department.
3. Fill in:
   • Name — e.g. "Marketing".
   • Code — short label, e.g. "MKT".
   • Manager — the head of department (optional).
   • Parent department — for hierarchical structures.

Why departments matter

• Approval workflows can route based on department.
• Reports and dashboards can filter by department.
• Permissions can be scoped per department (e.g. an HR Manager who only sees Marketing).

Work locations

Adding a location

1. Go to People → Work Locations (or under Settings, depending on your nav).
2. Click New location.
3. Fill in:
   • Name — e.g. "Jerusalem HQ".
   • Address — full street address.
   • Time zone — used for clocking in.
   • Default holiday calendar — pick which holidays apply here.

Why locations matter

• Each location can have its own holiday calendar (Israeli HQ vs. London branch).
• Geo-fenced clock-in restricts attendance to within X meters of a location.
• Visitor sign-in is tied to a location.
• Reports group attendance and headcount by location.

Re-assigning employees

To move someone between departments or locations:

1. Open the employee record.
2. Edit the Employment section.
3. Change the department / location.
4. Save.

The change takes effect immediately. Existing approvals that were routed via the old department continue down their original path; new approvals follow the new department.

Next step

The org chart →