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Create department and/or add employees to department

How to create departments and add employees to them.

You can create various departments in Salary, which can be useful for several purposes. For example, you can grant department managers access (see this guide) to specific employees, so they can approve hours, update contracts, etc. for their assigned departments.

Additionally, departments can be used in bookkeeping, so you can post entries to specific departments.

In this guide you will find instructions on how to create a department, as well as how to add a department to one employee or several at the same time.


Guide:

Add a department

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Go to Company → Departments, and click "Add department".

Add the department name, then click "Save".

You have now created your first department.

Add an employee to a department

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Go to Employees and click on the employee you want to add to a department

Click the edit button in the "Employment" field.

Select the desired department from the dropdown menu, and click "Save changes".

The employee has now been added to a department

Add a freelancer to a department

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1. Go to the Freelancers tab and click on the freelancer you want to add to a department.

2. Go to the Contract tab and click the edit button in the Contract field.

3. Select the desired department from the dropdown menu, and click "Save changes".

Add multiple employees or freelancers to the same department at once

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1. Go to Employees and click "Bulk action".

2. Select the relevant employees to be added to the same department. Once you have selected all the relevant employees, click "Proceed to action".

(Tip: At the top of the page you will find various tools to filter the employees, making it quick and easy for you to select the right ones.)

3. Add the action by opening the dropdown menu under "Action" and selecting "Add to/remove from department". Make sure it is marked in green next to "Add". Then under "Which department" you can select the desired department from the dropdown menu. Once you have done this, click "Run".

4. Once the system has run and the employees are marked in green, you can simply click "Finish".

5. The employees have now been added to the relevant department.

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