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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 SettingsOrg StructureDepartments. Click Add department.

Step 1: Enter the department name

  1. Enter the Name for the department (required).
  2. 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:

  1. Click the Parent Department dropdown.
  2. Search for and select an existing department.
  3. 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:

  1. Click the Department tag colour dropdown.
  2. Select a colour from the palette, or choose a custom colour.
  3. 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

  1. 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

IssueSolution
Save button is disabledEnsure the department name has at least 2 characters.
Parent department not appearingOnly existing departments can be selected as parents. Create parent departments first if needed.