Create Department Hierarchy

Article Number:020168

This section describes how to create a department hierarchy.
Example of departments configured

About Department Hierarchy

Creating a department hierarchy means showing departments in a parent-children structure.

Example of Organization Chart
  • Department A
    • Department A-1
    • Department A-2
    • Department A-3
  • Department B
    • Department B-1
    • :

A parent department is a department located at the top level of the organization.
In the above example, "Department A" is the parent department of "Department A-2".

A child department is a department located at the lower level of the organization.
In the above example, "Department B-1" is the child department of "Department B".

Method 1: Changing Parent Department

  1. Click gear shaped administration menu icon in the header.

  2. Click "Users & System Administration".

  3. Click Departments & Users.

  4. On the department whose parent department you wish to change, click gear shaped icon.

  5. Click Edit.
    Example of menu

  6. In "Parent Department", click a tree-like icon.

  7. Expand the tree and click the department you want to specify as a parent.
    Example of tree view

  8. Click Save.

  9. Check that the selected department is displayed on the target level.
    Example of department

  10. Change the display order, if necessary.
    Reordering Departments

Method 2: Adding Child Department

  1. Click gear shaped administration menu icon in the header.

  2. Click "Users & System Administration".

  3. Click Departments & Users.

  4. On the department to which you want to add a child department, click gear shaped icon.

  5. Click Add Child Department.
    Example of menu

  6. Enter the values such as department name and department code.

  7. Click Save.

  8. Add a child member.
    Proceed to the next page.
    Changing the Department Members