Where to find departments
Go to Account → Organization → Departments. The view shows your organization as a tree. Each node is a Department, and Positions (with the employees who hold them) sit inside Departments.What departments are for
- Navigation — Administrators can browse the organization by team, division, or unit instead of scrolling a flat list of Positions.
- Filtering — filter the Employees and Positions lists by Department.
The department tree
Departments are nested. A Department can contain Positions (with their assigned employees), sub-departments, or both, with no limit on depth. A typical structure looks like: Company → Division → Team → Positions A Position can belong to only one Department at a time. Positions not placed in any Department appear as unassigned.Add a new department
1
Open Departments
Go to Account → Organization → Departments.
2
Add the department
Click + Add Department and enter the Department name.
3
Choose a parent
Select a parent Department, or leave it at the top level to create a root Department.
4
Save
Click Save. The Department appears in the tree immediately, ready to receive Positions.
Department actions
Most actions are in the three-dot menu (⋯) on the right side of the Department row.Rename
Updates the Department name everywhere it appears. No Positions or assignments are affected.Create a sub-department
There’s no dedicated “Add Sub-department” action in the row menu. To nest a new Department, click + Add Department in the header and choose the existing Department as the parent.Move
Changes the Department’s parent. All Positions and sub-departments inside it move with it.Archive
Removes the Department from the active tree. Positions inside it become unassigned. Archive a Department only when it no longer represents an active part of the organization.Delete
Permanently deletes the Department. Only available when it’s empty (no Positions and no sub-departments). This can’t be undone.Add a position to a department
1
Find the department
Find the Department in the tree.
2
Add the position
Click + Add Position (or drag an existing Position into the Department), then search for and select the Position.
3
Confirm
Confirm. The Position now appears under that Department.
Move a position between departments
Drag the Position row from its current Department and drop it into the target Department. Its assignments, Roles, and Responsibilities aren’t affected.Remove a position from a department
Open the Position’s row menu inside the Department and select Remove from Department. The Position becomes unassigned and appears in the unassigned Positions list.Rules and constraints
- A Position can belong to only one Department at a time.
- Departments can be nested to any depth.
- You can delete a Department only when it’s empty.
- Archiving a Department leaves its Positions unassigned. They don’t move to the parent Department automatically.
- Department membership doesn’t affect Responsibility assignment or Readiness calculation.
Common questions
Does moving a Position to a different Department change the employee's Responsibilities?
Does moving a Position to a different Department change the employee's Responsibilities?
No. Responsibilities come from the Position → Role → Responsibility structure, not from the Department.
What happens to an employee's Readiness data if their Position moves to another Department?
What happens to an employee's Readiness data if their Position moves to another Department?
Nothing changes. Readiness is calculated from badges and Responsibilities, not from Department membership.
What does it mean for a Position to be unassigned?
What does it mean for a Position to be unassigned?
The Position exists but isn’t placed in any Department. It still works normally (employees can be assigned and Responsibilities flow through it), but it doesn’t appear in any Department’s branch of the tree.
Can a Department contain both Positions and sub-departments?
Can a Department contain both Positions and sub-departments?
Yes, in any mix.
Related
Key organizational concepts
The definitions behind the structure.
Positions
The positions you place in departments.
Organizational tree
How the whole structure connects.
