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Admin Guide / Departments

Admin: Departments

Complete guide to creating and managing departments in CitoHR.

Overview

Departments help organize your organizational structure. You can create departments, assign employees to departments, and manage department information. Departments are essential for organizing users, leave policies, and reporting.

Prerequisites

  • You must have ADMIN role to manage departments

Accessing Departments Management

  1. Log in to your CitoHR account with Admin credentials
  2. Click on your organization name in the header
  3. Select "People" from the admin menu
  4. Click "Departments" from the People dropdown
  5. Or navigate directly to /admin/departments
Admin navigation showing Departments option
Navigate to Admin > People > Departments

Viewing Departments

See all departments in your organization:

  1. On the Departments page, you'll see a table listing all departments
  2. Each department shows:
    • Department name
    • Description
    • Number of employees (if displayed)
    • Actions (Edit, Delete)
  3. Use the search bar to find specific departments by name
Departments table showing all departments
View all departments in your organization

Creating a Department

Add a new department to your organization:

  1. On the Departments page, click the "Add Department" button (usually top right, may show as a plus icon)
  2. The department creation dialog will open
  3. Fill in the department details:
    • Name - Enter the department name (required, e.g., "Engineering", "Sales", "HR")
    • Description - Add an optional description of the department's purpose or function
  4. Click "Create Department" or "Save"
  5. A success message will confirm the department was created
  6. The new department will appear in the departments list
Create department dialog showing name and description fields
Create new departments with name and description

Editing a Department

Update department information:

  1. On the Departments page, find the department you want to edit
  2. Click the "Edit" button or icon next to the department
  3. The edit dialog will open with the current department information
  4. Update the department name or description as needed
  5. Click "Save" or "Update Department"
  6. The changes will be saved and reflected immediately
Edit department dialog showing editable fields
Edit department information by updating name or description

Deleting a Department

Remove a department from your organization:

  1. On the Departments page, find the department you want to delete
  2. Click the "Delete" button or icon next to the department
  3. A confirmation dialog will appear asking you to confirm the deletion
  4. Review the warning message carefully
  5. Click "Confirm" or "Delete" to proceed
  6. The department will be permanently removed
Delete confirmation dialog for department
Delete departments with confirmation to prevent accidental deletion

Searching Departments

Find specific departments quickly:

  1. On the Departments page, locate the search bar
  2. Type the department name (or part of the name) to search
  3. The table will filter to show only matching departments
  4. Clear the search to see all departments again
Departments table with search bar
Use the search bar to quickly find departments

Assigning Users to Departments

Assign employees to departments:

  1. Navigate to Admin > Users
  2. Open a user's profile
  3. Navigate to the Employment section
  4. Click the Department dropdown
  5. Select the department from the list
  6. Click "Save" to assign the user to that department
User profile showing department assignment
Assign users to departments from the user's Employment section

Best Practices

  • Create departments before creating users to streamline user setup
  • Use clear, consistent department naming conventions
  • Add descriptions to help identify department purposes
  • Regularly review and update department information
  • Consider your organizational structure when creating departments

Related Features

  • Users - Assign users to departments during user creation or editing
  • Organization - Departments are part of your organizational structure
  • Employee Directory - Employees can filter the directory by department