How do I add a Department and assign an employee?

This feature lets you structure your company by creating departments and assigning them to employees.

Departments organise people by area (e.g. HR, Sales) and are used in reports and filters.

Departments are usually created when you start using Day.io and adjusted as your organisation changes.

Key actions or configuration

1. Create a new department
   • Navigate to Company Structure > Departments.
   • Click New Department.
   • In the Code field, enter an internal identifier (e.g. 001).
   • In the Name field, enter the department name.
   • Click Create to save.
     • Tip: Use sequential numeric codes to keep things organised.
       
       
2. Edit or remove an existing department
   • In the same screen, click the desired department row.
   • Use Edit to adjust the Code or Name and click Save.
   • Use the trash icon to remove the department (only if it is not linked to employees).
     
     
3. Assign a department to an employee
   • Go to People and search for the employee.
   • Click the employee’s name to open their profile.
   • Go to Details > Employee details.
   • In the Department field, select the desired department from the list.
   • Click Save at the bottom.
     • Tip: For multiple updates, use the bulk selection option in the employees module and Assign to a unit.
       
       
       

Tips or Troubleshooting

• Permission denied: make sure your user has access to the Settings area.
• Department not showing in the list: refresh the page or confirm it was saved correctly.

Best Practices

• Create departments before importing or adding employees.
• Standardise naming (e.g. “Marketing”, “Finance”) to keep reports consistent.
• Review the department list periodically to avoid duplicates or obsolete items.

Frequently Asked Questions

Can I change the department code? Yes, provided the code is not used as an integration key. Click Edit to modify it.

How do I delete a department used in the past? First remove its link to employees. Then use the Remove option.

Is there a limit on departments? No. You can create as many departments as needed.