Introduction to departments
Setting up departments and assigning employees to departments is helpful in creating expenses policies and approval workflows in Fyle that are based on departments.
Add departments
You can add the list of departments for your organization using the following steps:
Go to Admin Settings > Organization > Departments.
Click on Add Department.
Fill in the the details of the department you want to add.
After filling all the mandatory fields, click on Add Department to confirm the action.
Add sub departments
To add a sub department under any department, use the following steps:
Go to Admin Settings > Organization > Departments.
Find the department you want to add a sub department for. Click on Add Sub department.
Fill in the the details of the sub department you want to add.
After filling all the mandatory fields, click on Add Sub department to confirm the action.
Add a department approver
Adding a department approver is useful if you want to set up approval workflows based on the employee's department. Creating an approval workflow based on the department is a 2 step process in Fyle:
Step 1: Configure department approver
To add an approver for a department, use the following steps:
Go to Admin Settings > Organization > Departments.
Find the department you want to add an approver for. Click on the row.
Enter the approver's name or email address under Department Approver.
Click on Update Department to confirm the action.
Step 2: Configure department approval policy
Adding an approver to a department does not send all expenses from the department to that approver by default. To send expenses to the department approver, an expense approval policy must be set up. You can specify the approval criterea while setting up the policy. For example, only expenses above $500 must go to the department approver.
To find the steps for setting up a department approval policy, click here.
Assign departments to employees
To assign a department to any employee, use the following steps:
Go to Admin Settings > Employees > Manage Employees.
Click on the employee you want to assign a department for.
Under Employment Details, choose the Department and if required, Sub department.
Click on Save to complete the action.