Define new departments

Departments are operating units that represent a functional area of a business, such as sales or accounting. Many companies have organizational hierarchies that display the various departments within a business. This procedure walks through the process of creating departments, and adding those departments to an organizations departmental hierarchy. The demo data company used to create this procedure is USMF.

  1. Go to Human resources > Departments > Departments.
  2. Click New to open the drop dialog.
  3. In the Name field, type a value.
    • Example: Project billing
  4. In the Memo field, type a value.
    • Example: Project billing
  5. In the Manager field, enter or select a value.
    • Example: Jodi Christiansen
  6. Click Save.
  7. Close the page.
  8. Go to Human resources > Departments > Department hierarchy.
  9. Click Edit.
  10. Click Insert.
  11. Click Department.
  12. In the list, find and select the desired record.
    • Example: Project billing
  13. Click OK.
  14. Click Publish to open the drop dialog.
  15. In the Effective date field, enter a date and time.
    • When publishing the department hierarchy, you can select when to make the changes effective. Changes can be future dated. For example, you may know that at the beginning of your fiscal year you will be adding an additional department. You can set your effective date to the beginning of the fiscal year, and the changes to the hierarchy will be effective on that date.
  16. In the Describe changes field, type a value.
  17. Click Publish.