Departments — User Guide

Who can use Departments

Your workspace must have the Departments module installed from Marketplace. Your role must include the relevant permissions (view, create, update, delete, manage_members, assign_manager, view_performance, and so on).

List

Open Departments from the sidebar, under the HR group.

• Search by name, slug, or description
• Filter by status (Active / Inactive)
• KPI cards summarize total, active, inactive, and departments with a manager
• Workspace owners and admins see all departments
• Department managers see departments they manage
• Staff see departments they belong to

Create & edit

1. Click New department
2. Enter a name (required); optionally description, status, manager, users, and employees
3. Save

The manager must be a user with a login. Workspace admins assign managers (you can assign yourself). One user can manage multiple departments. Department managers can update their department and members, but cannot reassign the manager role.

Members

• Users — workspace logins tagged to the department
• Employees — HR directory records tagged to the department (requires the Employees module)

Employees without a linked login still appear on the roster for HR, but are excluded from Lead/Task performance until linked.

Performance

Managers and admins can open a department record to see Users, Employees, and Performance sections:

• Headcount (users, employees, performance-eligible, unlinked)
• Lead totals (open / won / lost) when Leads is installed
• Task totals (open / completed / overdue) when Tasks is installed
• Per-member breakdown for linked users; unlinked employees marked as not performance-eligible

Lead and Task list pages are unchanged in this release — managers track team work from the Departments performance view.

Department reports

Workspace owners and department managers can open Department reports from the HR sidebar.

• Choose a from / to date range and run the report
• See leads (open / won / lost) and tasks (open / completed) per department
• Owners see all active departments; managers see only departments they manage
• Requires the Departments module and dashboard access

You receive a weekly email and in-app notification with the prior week’s department summary when you are an owner or department manager.

Related modules

• Install Employees to tag HR directory members into departments
• Performance aggregates use Leads and Tasks when those modules are installed