Overview

The Departments page in the Core HR section of the HR360Hub allows HR administrators to create, view, and maintain the organization's departments. Each department records a name, a unique code, an optional country, an optional department head, and a status. Departments are the foundation for organizing employees and are referenced as selectable (and in several places, required) fields across other modules.

This guide covers:

• How to access the Departments page from the left sidebar under Core HR.
• Understanding theDepartments listing page, its columns, and page controls.
• How to view the details of a department.
• How to add a new department.
• How to edit an existing department.
• Where the Department field is used as a required selection in other modules: Add New Employee, Create Job Requisition, Assign Goals, and Assign Users in Project Management, as well as the Department Approval listing in Appraisals.

📜 Note:  Access to the Core HR module and its actions is controlled by role permissions. Users must have Core HR access to add, view, or edit departments.

Prerequisites

Before working with departments, ensure the following are in place:

• The user must be logged in with a role that has access to the Core HR module.
• If a department head is to be assigned, the person must already exist as an employee or system user so they can be selected from the Department Head dropdown.
• If a country is to be associated with the department, the country must be available in the Country dropdown.

Section 1:Accessing the Departments 

After logging in to the HR360 Hub, follow the steps below to open the Departments page.

1. From the left sidebar,click on Core HR to expand the sub-menu.
2. The sub-menu displays Shift & Scheduling, Departments, Designations, Document Types, Grades, Positions, and Policies.
3. Click on Departments to open the Departments listing page.

Section 2:Departments Listing 

The Departments page lists every department created in the system. Each row shows the department's name, country, code, head, and status, along with action icons for viewing and editing the record.

2.1. Listing Table Columns

2.2. Page Controls

• Items per page: Controls the number of records displayed per page (default: 10).
• Search: Filter departments by name or other fields.
• Refresh: Reload the listing to reflect the latest changes.
• + Add Department: Opens the Add Department dialog to create a newdepartment.
• Pagination controls: Navigate through pages using the page buttons at thebottom of the listing. The entry count (e.g. "Showing 1 to 7 of 7entries") is displayed alongside.

💡 Tip:   Country and Department Head are optional. Departments without them display a dash (-) in those columns, as seen for Finance and Sales in Figure 2.

Section 3: Viewing Department Details

To review a department's information without making changes, click the Eye icon in the Actions column of the Departments listing. The Department Details dialog opens as a read-only summary.

Click Close to dismiss the dialog and return tothe listing.

Section 4: Adding a Department

To create a new department, click the + Add Department button at the top-right of the Departments listing page. The Add Department dialog opens.

4.1. Steps to Add a Department

1. On the Departments listing page, click + Add Department.
2. Enter the Department Name and Department Code.
3. Optionally select the Country and Department Head.
4. Confirm the Status.
5. Click Save to create the department, or click Cancel to close the dialog without saving.

Once saved, the new department appears in the Departments listing and becomes available for selection in other modules.

📜 Note:  Fields marked with a red asterisk (*) are mandatory. A department must have a name, a code, and a status before it can be saved.

Section 5: Editing a Department

To update an existing department, click the Pencil icon in the Actions column of the Departments listing. The Edit Department dialog opens, pre-filled with the department's current values.

The Edit Department dialog contains the same fields as the Add Department dialog — Department Name, Country, Department Head, Department Code, and Status. Department Name, Department Code, and Status remain required.

1. On the Departments listing page, click the Pencil icon for the department to be updated.
2. Modify the required fields, such as Department Name, Department Code, or Status.
3. Optionally change the Country or Department Head.
4. Click Save to applythe changes, or click Cancel to close the dialog without saving.

Section 6: Using Departments in Other Modules

Departments created in Core HR are referenced throughout the HR360 Hub. In several workflows, the Department field is mandatory, which means at least one department must exist before those workflows can be completed. The sections below describe where departments are used.

6.1. Employees: Add New Employee

When adding a new employee, the Department field appears under Employment Details and is required. The employee cannot be saved until a department is selected.

Select the department from the dropdown. The Designation field appears disabled until the related selections are made, so choose the department before moving on to Designation.

6.2. Recruitment: Create Job Requisition

In the Create Job Requisition wizard (Recruitment → All Openings → + Add Opening), Department Name is the first required field on the Position Details step.

6.3. Performance Hub: Assign Goals to Departments

On the Assign Goals page (Performance Hub → Assign Goals), switch to the Departments tab to assign a goal to every employee in a department. Select Department is a required field, as is Select Goal.

1. Click the Departments tab at the top of the Assign Goals page.
2. Select a department from the Select Department dropdown. The department's employees are loaded.
3. Select a goal from the Select Goal dropdown.
4. Click + Add to assign the goal. The button remains disabled until both fields are selected.

Until a department and goal are added, the page displays"No employees added yet. Select a department and a goal above, then click"+ Add"."

6.4. Appraisals: Department Approval

The Department Approval page (Appraisals → Department Approval) lists departments that have appraisal requests awaiting review. It uses the department and department head information maintained in Core HR.

6.5. Project Management: Assign Users

When assigning users to a project (Project Management →All Projects), the Assign Users dialog requires a department. Select Department is mandatory.

📜 Note:  If no specific user is selected, all users from the selected department are assigned to the project.

⚠️ Important: Departments that are not created in Core HR will not appear in the dropdowns of the modules above. New department can be added by clicking at Add New Department on the top of dropdown.

Summary

The following table provides a complete step-by-step summary of all key workflows for Departments: