Create departments
This guide shows you how to create departments in your organization. Departments help organize employees, positions, and documentation. You can also create hierarchies by assigning parent departments.
Prerequisites
- You have the required permissions (see above)
Instructions
Click the Settings icon in the left sidebar, then navigate to Org Settings → Org Structure → Departments. Click Add department.
Step 1: Enter the department name
- Enter the Name for the department (required).
- The name must be at least 2 characters long.
Step 2: Set a parent department (optional)
To create a department hierarchy, assign a parent department:
- Click the Parent Department dropdown.
- Search for and select an existing department.
- Leave empty to create a top-level department.
Step 3: Choose a tag colour (optional)
Departments display with a coloured tag throughout Klarify. To customize the colour:
- Click the Department tag colour dropdown.
- Select a colour from the palette, or choose a custom colour.
- Preview how the tag will appear below the colour picker.
The default colour is black if you don’t select one.
Step 4: Create the department
- Click Save.
The department is created and a confirmation message appears. The new department is now available when assigning positions and organizing your team structure.
Troubleshooting
| Issue | Solution |
|---|---|
| Save button is disabled | Ensure the department name has at least 2 characters. |
| Parent department not appearing | Only existing departments can be selected as parents. Create parent departments first if needed. |