Setting up departments in your organization

How do I set up departments and sub departments? How do I add a department approver?

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Written by Tanvi Telang
Updated over a week ago

As an admin, you can set up departments and sub departments within your organization and assign employees to the departments. You can set up department approvers as well. Departments help in classifying the vertical in which employees are working, they are also useful while setting up expense policies.

To set up departments in your organization, follow the steps mentioned below:

  1. On the left panel in your Admin Settings page, click on Departments.

  2. Click on Add Department to add a new department to your organization.

  3. Fill in the details of the department as follows:

    • Name: Enter the name for the department.

    • Sub Department: If you are creating a sub department, enter a name for the sub-department.

    • Code: Enter the department code.

    • Department Approver: Select a department approver from the drop-down list.

    • Employee Handbook Link: Paste in an employee handbook link.

    • Description: Enter a description for the department up to 250 characters.

  4. Click on Add Department to successfully create the new department in your organization.

To learn about creating policies to assign the department approver as the approver for any expenses, click here.

To learn more about setting up levels in the organization, click here.

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