Using the departments feature in Built for Teams requires that you have first set up your org chart. Once your org chart is in place, departments are simple to create:
- Go to Settings > Departments.
- Click the "Add Department" button.
- Type a name for this department, such as "Sales" or "Marketing".
- Type the name of the person who is the head of this department.
- Save your changes.
Once you've saved your new department, each person on the org chart who is below the department head will automatically be placed in this new department. On the org chart or directory, you can now choose to view your employees by department.
Departments can be "nested" so that there are as many departments within departments as you might need. A person who is in a nested department will be considered part of the innermost department. For example, if John Doe is in the "Design" department, which is within a larger "Marketing" department, John is considered to be in the Design department.
If you need a more flexible way of creating groups of employees, try creating a team instead.