{"id":3423,"date":"2024-08-22T18:29:47","date_gmt":"2024-08-22T18:29:47","guid":{"rendered":"\/agile\/?post_type=ht_kb&#038;p=3423"},"modified":"2025-01-03T21:24:22","modified_gmt":"2025-01-03T21:24:22","slug":"admin-departments","status":"publish","type":"ht_kb","link":"\/agile\/knowledge-base\/admin-departments\/","title":{"rendered":"Admin- Departments"},"content":{"rendered":"\n<p>This feature enables MSS user to create parent and child departments which can be assigned to employees via employee profile.<\/p>\n\n\n\n<p><strong>Required permission<\/strong>: FeatureDepartments<\/p>\n\n\n\n<p>If user is missing this permission, user won\u2019t be able to see the Departments Page under Admin<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Add a new parent department <\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click on Admin<\/li>\n\n\n\n<li>Click on Departments<\/li>\n\n\n\n<li>Selects any parent department<\/li>\n\n\n\n<li>Click on button \u201c+ Add Department\u201d <\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"754\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-2.png\" alt=\"A screenshot of a computer  Description automatically generated\" class=\"wp-image-4407\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-2.png 1600w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-2-300x141.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-2-1024x483.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-2-768x362.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-2-50x24.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-2-1536x724.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-2-60x28.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-2-100x47.png 100w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Select the Checkbox \u201cAt Same Level\u201d. It is selected by default. This will create a <strong>parent department<\/strong><\/li>\n\n\n\n<li>Enter\n<ol class=\"wp-block-list\">\n<li>Description \u2013 name of the department (required field)<\/li>\n\n\n\n<li>Number (required field)<\/li>\n\n\n\n<li>Rate (optional field)<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"752\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-3.png\" alt=\"A screenshot of a computer  Description automatically generated\" class=\"wp-image-4409\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-3.png 1600w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-3-300x141.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-3-1024x481.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-3-768x361.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-3-50x24.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-3-1536x722.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-3-60x28.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-3-100x47.png 100w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once user clicks on \u201cSave\u201d button. It will add the department at parent level and show the success toast message.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"760\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-4.png\" alt=\"A screenshot of a computer  Description automatically generated\" class=\"wp-image-4411\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-4.png 1600w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-4-300x143.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-4-1024x486.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-4-768x365.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-4-50x24.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-4-1536x730.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-4-60x29.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-4-100x48.png 100w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Add a child department <\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click on Admin<\/li>\n\n\n\n<li>Click on Departments<\/li>\n\n\n\n<li>Select a parent department user wants to add a child department for<\/li>\n\n\n\n<li>Click on button \u201c+ Add Department\u201d<\/li>\n\n\n\n<li><strong>Unselect<\/strong> the Checkbox \u201cAt Same Level\u201d. It is selected by default. \ud83e\udc6a This will create a <strong>child department<\/strong><\/li>\n\n\n\n<li>Enter\n<ol class=\"wp-block-list\">\n<li>Description \u2013 name of the department (required field)<\/li>\n\n\n\n<li>Number (required field)<\/li>\n\n\n\n<li>Rate (optional field) <\/li>\n<\/ol>\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"760\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-5.png\" alt=\"A screenshot of a computer  Description automatically generated\" class=\"wp-image-4413\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-5.png 1600w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-5-300x143.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-5-1024x486.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-5-768x365.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-5-50x24.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-5-1536x730.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-5-60x29.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-5-100x48.png 100w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once user clicks on \u201cSave\u201d button. It will add the child department under selected parent department and show the success toast message.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"764\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-6.png\" alt=\"A screenshot of a computer  Description automatically generated\" class=\"wp-image-4415\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-6.png 1600w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-6-300x143.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-6-1024x489.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-6-768x367.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-6-50x24.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-6-1536x733.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-6-60x29.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-6-100x48.png 100w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong><em>NOTE:<\/em><\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><em>User cannot add a new department with same existing description<\/em><\/li>\n\n\n\n<li><em>User cannot add a new department with same existing number<\/em><\/li>\n<\/ul>\n\n\n\n<p><strong>Rate field : <\/strong>It allows the MSS user to configure the department rates.<\/p>\n\n\n\n<p><strong>Required System setting<\/strong>: ShowRates<\/p>\n\n\n\n<p>If user has enabled the \u201cShowRates\u201d system setting, only then user can view the Rates option on department page. Otherwise, it will be hidden.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Edit Department<\/strong><\/h3>\n\n\n\n<p>User can make changes to an existing department. User can<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Update the department description<\/li>\n\n\n\n<li>Update the number<\/li>\n\n\n\n<li>Add\/delete\/update the rate<\/li>\n<\/ul>\n\n\n\n<p><strong><em>Note<\/em><\/strong><em>: User cannot change the level (parent to Child and vice-versa) of an existing department<\/em><\/p>\n\n\n\n<p><strong>To edit the department information:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click on Departments appearing under Admin page<\/li>\n\n\n\n<li>Select a department user wants to do edits<\/li>\n\n\n\n<li>When user selects a department, it will show the department details on the right side<\/li>\n\n\n\n<li>User can perform the edits<\/li>\n\n\n\n<li>Click on \u201cSave\u201d button<\/li>\n\n\n\n<li>It will show the success toast message and updated info will appear for the edited department.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"744\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-7.png\" alt=\"A screenshot of a computer  Description automatically generated\" class=\"wp-image-4417\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-7.png 1600w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-7-300x140.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-7-1024x476.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-7-768x357.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-7-50x23.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-7-1536x714.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-7-60x28.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-7-100x47.png 100w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"514\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-8.png\" alt=\"A screenshot of a computer  Description automatically generated\" class=\"wp-image-4419\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-8.png 1600w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-8-300x96.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-8-1024x329.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-8-768x247.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-8-50x16.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-8-1536x493.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-8-60x19.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-8-100x32.png 100w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Delete Department<\/strong><\/h3>\n\n\n\n<p>User can delete an existing unassigned department. To delete a department:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click on departments<\/li>\n\n\n\n<li>Select a department user wants to delete<\/li>\n\n\n\n<li>Click on button \u201cDelete\u201d<\/li>\n\n\n\n<li>User will see a success toast message once department is deleted successfully<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"767\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-9.png\" alt=\"A screenshot of a computer  Description automatically generated\" class=\"wp-image-4421\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-9.png 1600w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-9-300x144.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-9-1024x491.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-9-768x368.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-9-50x24.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-9-1536x736.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-9-60x29.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/08\/a-screenshot-of-a-computer-description-automatica-9-100x48.png 100w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong><em>NOTE:<\/em><\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><em>User cannot delete the assigned department.<\/em><\/li>\n\n\n\n<li><em>User cannot delete a child or parent department if one of them is assigned.<\/em><\/li>\n\n\n\n<li><em>If both parent and child departments are unassigned and user tries to delete a parent department, it will delete parent and all associated child departments.<\/em><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>This feature enables MSS user to create parent and child departments which can be assigned to employees via employee profile. Required permission: FeatureDepartments If user is missing this permission, user won\u2019t be able to see the Departments Page under Admin Add a new parent department Add a child department NOTE:&#8230;<\/p>\n","protected":false},"author":4,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"ht-kb-category":[118],"ht-kb-tag":[215,116],"class_list":["post-3423","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-bolt-admin","ht_kb_tag-admin","ht_kb_tag-mss"],"_links":{"self":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/3423","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/comments?post=3423"}],"version-history":[{"count":2,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/3423\/revisions"}],"predecessor-version":[{"id":4423,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/3423\/revisions\/4423"}],"wp:attachment":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/media?parent=3423"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-category?post=3423"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-tag?post=3423"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}