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Working with Departments

•About Departments

•Creating a Department

•Assigning Employees to a Department

About Departments

The departments list can categorize users according to a department within an organization, such as IT or Marketing. You can use departments to assign specific employee users as the approver in the Get Approval Workflow Block workflow block.

Departments are different than organizational units created in the Working with Organization Charts (although they can have the same names).

Creating a Department

1.Do one of the following:

•Log in to the application and open the Department workspace.

•From the Configuration Console, click Configure > Organizational Profile > Departments to open the Departments workspace.

2.Click New Department. The system displays a blank department page.

3.Enter information into the fields.

Field	Description
Department Name	A unique name for the department.
Department Code	Optional. An alphanumeric string to associate with the department.
Default Record Owner	Optional. A person from the list to auto-fill as the record owner.

4.Click Save.

Assigning Employees to a Department

We recommend as a best practice that you create departments before creating employees.

You can assign employees to a department when creating an employee. One way to create an employee is from the Employee tab of the department. See Working with Employees.

To assign departments to an existing employee, you must use the Employee workspace.

1.Log into the Service Desk Console.

2.Open the Employee workspace. The system displays a list of employees.

3.Open the employee to assign to a department.

4.In the Department field, select a department from the drop-down list.

5.Click Save.