As an admin, you can set up departments and sub-departments for your business and assign users to the departments. Departments help classify the sector employess work in and can help with setting up expense policies.
Navigate to admin settings by selecting the gear icon in the top-right corner.
From the left-hand side panel, select Organization and Departments.
To add a new department select the Add department button.
In the pop-up box that appears, fill in the details of the department:
Name: Enter a name for the department.
Sub-department: Enter a name for the sub-department.
Code: Enter a department code.
Head of department: Select a head of the department from the drop-down list.
Employee handbook link: Paste in an employee handbook list
Description: Enter a description for the department.
Select the Add department button once the details are filled in.
The department will be added to the list. Sub-departments will be visible under the main department.
Add Subdepartments
To add sub-categories to an existing department, select Add subdepartment on the right.
Fill in the required details and select Add sub-department.
The sub-department will be added to the list. You can make changes to your details—except for the department name—at any time.
If you have any more questions about setting up departments and sub-departments, reach out to our support team at support@capitalone-fylehq.com.