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Departments and designations

Departments are the parts of your business; designations are the job titles people hold. Setting them up early keeps your employee list, reports and approvals tidy.

These are steps 2 and 3 of the setup wizard. Both are quick, and both can be edited later under Settings.

Departments​

A department is an org unit — for example Sales, Operations, Accounts or Kitchen. Every employee belongs to one.

To add a department:

  1. In the wizard, open Departments (later: Settings → Departments).
  2. Click Add, type the name, and save.
  3. Repeat for each part of your business.

The department list shows how many employees are in each one, so you can see your headcount split at a glance.

Designations​

A designation is a job title — for example Manager, Cashier, Engineer or Supervisor. It describes what a person does, independent of which department they sit in.

To add a designation:

  1. In the wizard, open Designations (later: Settings → Designations).
  2. Click Add, type the title, and save.

What they're used for​

  • Filtering — narrow the employee list, attendance grid and reports by department.
  • Reports — the department-wise cost report groups salary spend by department. See payroll and cost reports.
  • Structure — departments and designations describe your organization. Who reports to whom is set separately in the org hierarchy, which drives manager approvals.
tip

Keep the lists short and clear. A handful of well-named departments is easier to work with than a long list of overlapping ones — you can always add more as you grow.

What's next​