Learn how to add a department to the business structure in IDM365. For more information about IDM365, please go to our website at idm365.com.
Departments are used to organize users based on the type of work that they do. These departments will need to be set up by a super user or administrator before users can be added to them.
To set up a department, go to the administration tab and click on Business Framework. Then, select the Departments page. Existing departments will be shown and can be managed by clicking on them. Add a new department by clicking the Add button at the top. A blank form will open.
Select the business to which the department belongs and give the department a name. Select the person responsible for the department as the department manager. Only users who are allowed to be department managers will be shown. If the new department is part of a parent department that is already set up, select that parent department from the list. If appropriate, the department manager can also be inherited from the parent department rather than having a separate one.
Next, select the level of approval required when job functions attached to the department are assigned. Department manager approval may be bypassed altogether, asked for when a job function is requested for a user outside the department, or always asked for when assigning the department’s job functions. The approval scope can be adjusted as well so that it is required only when assigning a job function, or also when removing one.
To make the department easier to find, the location where it is based and a full description of the department can be added as well.
At the bottom, there is a separate section for additional attributes. This section allows custom attributes to be created and shown as fields whenever a Job Function or User has the Department selected as the one they are in.
Click Save once the form has been completed to make the new department available.