Managing Departments
Departments are organizational groups that help you categorize employees and roles. Each department has a name (e.g., "Service", "Sales", "Operations"), a color for visual identification, and contains one or more roles.
Creating a New Department
Go to People in the admin sidebar
Navigate to the Departments tab
Click Add Department
Fill in the required fields:
Name — The department name (e.g., "Service Team")
Color — Choose a color for visual identification (defaults to slate)
Roles — Add at least one role to the department
Add roles to the department:
Use the + and - buttons to set the number of roles
For each role, enter a Role Name (e.g., "Technician", "Lead Technician") and a Level representing seniority (e.g., 1, 2, 3)
Click Save & Add
💡 Tip: The level/multiplier represents seniority. We recommend increasing the multiplier to match seniority relative to roles in other departments (e.g., Junior = 1, Senior = 2, Lead = 3).
Editing a Department
Go to People → Departments
Find the department in the list
Click the pencil icon on the department row
Make your changes:
Update the department name
Change the color
Edit existing role names or levels
Add new roles with + Add Role
Delete roles by clicking the trash icon
Click Save
ℹ️ Note: If you have unsaved changes and try to close the drawer, you'll be asked to confirm discarding your changes.
Deleting a Department
Click the pencil icon to edit the department
Click Delete Department at the bottom of the drawer
Confirm the deletion when prompted
⚠️ Warning: Deleting a department will affect employees assigned to roles within that department. Make sure to reassign employees first if needed.
Understanding the Departments List
Name — Department name with color indicator (colored dot)
Roles — Shown indented below their department
Level — The multiplier/seniority level (shown for roles only)
Edit — Pencil icon to edit
Roles that aren't assigned to any department appear in an Uncategorized section at the bottom.
Best Practices
Use meaningful names — Choose department names that reflect your actual organizational structure
Choose distinct colors — Makes it easier to visually identify departments throughout the app
Set appropriate levels — Use consistent multipliers across departments to ensure fair distribution calculations
Start simple — You can always add more roles to a department later