As an admin, you can set up departments and sub departments for your business and assign users to the departments. Departments classify which area employees work in.
Departments can be useful when setting up policies for your Expense Management account. For example, you can set a policy to automatically flag when any employee in the accounting department spends over $200 on office supplies. To learn more about policies, visit the Set up policies help article.
Add departments
To start, select the Settings tab in the left side panel. Then, select the Add departments page within the Business drop-down.
To add a new department, select the Add department button.
In the Add department pop-up, fill in the details of the department:
Required details
Name: Enter the name for the department. This field can’t be changed after the department is created.
Optional details
Sub department: If a sub department exists, enter the name of the sub department.
Code: Enter the department code.
Head of department: Select the head of the department from the drop-down list.
Employee handbook link: Add the link to an employee handbook.
Description: Enter a description for the department.
Select the Add department button to save the department.
The department will be added to the list on the page. Sub departments will be visible under the main department.
Add Sub departments
To add sub departments to an existing department, select the Add subdepartment button on the right of the department’s row in the list.
Enter the required details, then select the Add subdepartment button.
The sub department will be added to the list on the page. You can make changes to the department details—except for the department name—at any time.
If you have any more questions about setting up departments and subdepartments, contact our support team at support@capitalone-fylehq.com.