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For Admins·支援代碼GUIDE-021 管理員/人事專用

Set Up Departments and Organization

Admin steps to register your department hierarchy and positions and assign employees.

【Create departments】

  1. 1.Go to Admin menu → Organization Management (Department Settings).
  2. 2.Use "Add Department", enter the name, and set a parent to build the hierarchy (division > department > team, etc.).
  3. 3.You can assign a department head (approver) per department, used as the default approval route (see #GUIDE-022).

【Set positions and grades】

Positions and grades are customizable from organization settings — see #HR-006 "Customizing Positions" for details.

【Assign employees】

From Employee Management, assign each person's department and position. Transfers are made on the same screen and recorded as history.

【Review with the org chart】

Your structure is shown as an org chart so you can see the whole organization at a glance.

使用範例

Organization Management → add departments (hierarchy) → set heads → assign employees.

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