Adding a Sub-Department

Clarity365 allows you to organise departments into sub-departments. You can set managers for each sub-department who can authorise and decline their department’s (and any further sub-department’s) timesheets and expenses.

A department may have up to nine sub-departments. A manager for a sub-department will only be able to view, authorise and decline the expenses and timesheets of users within their own sub-departments, or lower sub-departments within the specific department chain.

Adding a department:
  1. Go to Main Navigation > Administration
  2. Click the Departments tab
  3. Find the department you wish to create sub-departments for in the Departments Summary
  4. Click the Add Sub Department icon (It will look like a square with a ‘+’ symbol)
  5. On the pop-up, name the sub-department and assign the manager from the drop-down menu (if you cannot see the name of the manager, please ensure they are a manager in the User Management section of Clarity365 – for information on how to do this, please click here)
  6. From here you can Save the sub-department by clicking ‘Save’, or you can assign extra users to this department by clicking ‘Assign Extra’
  7. To assign extra users, click the green ‘+’ next to their name, or the red ‘-‘ to remove a user from the Selected Users list. Press ‘Assign’ to add these users to your sub-department

 

Please note: You must have first added a user and promote them to manager status to add a sub-department.

 

 

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