Manage departments, designations & grades

The Department and Designation tabs let you build and maintain your org structure: departments and sub-departments, job designations and employee grades. Each view pairs a table with a chart so you can see how headcount is spread.

Manage departments

The Department tab shows a table alongside a Headcount distribution donut ("Heads assigned X of Y", "Largest team").

The toolbar gives you Search department…, ⨁ Filter, ⬆ Import, ⬇ Export, a columns picker and save-view. The table columns are:

• Department — with any sub-department shown as ↳.
• Department Head — an avatar, or ＋ Assign head if none is set.
• Headcount — a bar plus count.
• Actions — ✎ and 🗑.

Add a department

Choose ⊕ Add department, complete the details and save. You will see the toast Department updated.

Import departments

Choose ⬆ Import and use the sample file departments.xlsx, which has the columns Department, Sub Department and Department Head.

Deleting a department with people assigned

You cannot delete a department while employees are still in it. If you try, you will see:

Some employee(s) are assigned to this department. Kindly reassign them before deleting.

Reassign those employees first, then delete.

Manage designations and grades

The Designation tab has two inner tabs: Designations and Grades. Both offer search, Filter, Import, Export, Columns and Save-view.

Designations

The Designations inner tab shows a table with a Role distribution donut. Columns are Designation, Headcount and actions.

To add one, choose ⊕ Add designation. In the modal ("Set the job designation title.") complete Designation title and save. You will see the toast Designation saved*.

If you try to delete a designation that still has people on it, you will see:

Some employee(s) have been assigned to this designation. Kindly reassign those employees before deleting the designation

Grades

The Grades inner tab uses a toggle switch and shows columns Grade, Employees and actions.

To add one, choose ⊕ Add grade. In the modal ("Set the employee grade level.") complete Grade name and save. You will see the toast Grade saved*.

If you try to delete a grade that still has people on it, you will see:

Employees are assigned to this grade. Reassign before deleting.

When to contact support

If a reassign-before-delete guard keeps appearing after you have moved everyone off a department, designation or grade, raise a ticket.