Managing and editing departments in MyHR

How to add and manage departments

READ: How to add a new department.
READ: How to add people to a department.
READ: How to remove departments.
READ: How to link the Manager to a department.
READ: How to edit departments.
WATCH: short video .

How to add a new department

    1. Login to MyHR - you will land at the Launchpad.

      Screenshot 2021-02-17 150347
    2. Click on the 'My People' tab - you will see all employees and existing departments.

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    3. Scroll down and click on the ‘Add department’ link (in the left-hand menu).

      Screenshot 2021-02-18 094416
    4. Name the department and select a manager (usually this is an employee saved in 'My People' or you can manually enter the manager's name and title).
      Note: If you would like to change your departments name at a later date please go to 'My People' > 'Departments' > 'Edit'. 

      Screenshot 2021-02-17 160438










5.     Click 'Submit'.

6.     The new department will show up in your MyHR account once you have added an
        employee to it. 

NOTE: Creating a new department and assigning a manager won't automatically give the manager access to the new department. You will need to follow through with change to 'user settings' to change 'permission settings' for the manager.


How to add people to a department

  1. Find the required employee in your 'My People' list.
  2. Click on their name - you will land on their 'Overview'.
  3. Scroll down and click on 'Edit details' (in the left-hand menu).
  4. Scroll down to 'Departments' and select 'Add to an existing department'.
  5. Find and select the department name from the drop-down menu.
  6. Click 'Save'.

How to remove departments

 


How to link the Manager to a department 

If you have an employee that is also going to be a manager use the steps below 
  1. First load them as an employee
  2. Go into your main manage account (for the business) and give them Manager access by selecting the relevant boxes they will need access to
  3. When linking the manager to the employees they will be looking after, go into edit details and scroll to Manager, click select from my people and select the Manager/Employee..

How to edit a department 

If you need to edit a department follow the steps below; 

  1. Head to 'My People' then select departments on the bottom left hand side
  2. Select the department you want to edit by clicking on the three dots on the right hand side 

3.   From here you can edit the Manager and also the department name 

4.  once you are happy with the changes click submit to save them 

 

 

 

 

 

 

 

 

 


Watch the training video

This short video provides an overview of who to have in a department and why.