Organize employees into departments

Departments group your employees. You can use them to filter the Employees list, assign training to a whole team, and compare compliance on your dashboard.

Create a department#

1. Click Departments in the sidebar.
2. Click Add Department.
3. Enter a Department Name and optional Description, then click Create Department.

Departments are also created automatically when you import a CSV with a department name that doesn't exist yet.

Put employees in a department#

• One person: Edit the employee and choose a Department.
• Many people: on Employees, check the boxes, click Set Department, pick the department and click Move Employees.

Rename or remove a department#

On Departments, click Edit to rename it. Click Remove to delete it. Its employees become Unassigned. Their accounts and training records aren't affected.

Where departments show up#

• Employees list filter, and the Unassigned option
• Dashboard → Department Compliance table
• Reports filter
• Grouping on the Assign Training page