Departments - How to Create, Edit, and Delete

Multi-Tiered and Single-Tiered Structures

Determining if you require a multi-tiered, single-tiered, or no company structure early is a very important step in the setup. This simple configuration setting will help you as you progress in your software setup and day-to-day operations. You can always add new Departments and/or Sub-Departments if necessary.

Make sure you have read the Departments and Locations sections of this document.

The Departments screen has two parts: Departments and Managers of Departments. Adding managers of your Departments should be done after your employees have been added into Harmony.

Creating Departments

1. Navigate to Configuration > Setup > Departments.
2. Click “+ New" to add a department.
   
3. Enter all required information (i.e. “Code” and “Name”). All fields are alphanumeric. If you have already added your employees to Harmony, you can identify the managers of the Department as well. Simply check off the employee(s) who are the managers of this Department.
   
4. Click the save icon to save your changes.

Creating Tiered Departments

You can add an unlimited number of Departments and your Departments can have an unlimited number of sub-tiers or sub-Departments. When adding tiered Departments, remember to keep the nested tiers relevant to each other.

Steps:

1. Navigate to Configuration > Setup > Departments.
2. Click the plus sign next to the department (“+”) to add a new tier.
   Note: Depending on which tier you want to add to, click on the “+” on the preceding tier.
3. We can now see two different tiers, one nested under the other. The next section of this manual will provide an example.

If your Departments have nested tiers to four levels:

• Code 1000 is level 1
• Code 2000 is level 2 and is nested under Code 1000.
• Code 2010 and 2020 are level 3 and are nested under Code 2000.
• Code 2010A, 2010B, and 2010C are level 4 and are nested under Code 2010.

Editing a Department 

1. Navigate to Configuration > Setup > Departments. 
2. Select the Department you want to edit. 
3. Make the appropriate changes. 
4. Click the save icon to save your changes.

Deleting Departments

To delete a Department that you may no longer use or need, follow these steps:

1. Navigate to Configuration > Setup > Departments.
2. Select and double-click the department you want to delete.
3. Click the trashcan icon. The Department has been removed from the system and will no longer be available.

You will not be able to delete a Department if it (a) has existing sub-tiers, and/or (b) is related to any operation, such as being assigned to an employee or a pay run. If (a), you will need to delete your sub-tiers before deleting the Department.