In this article, you will learn how to set up and manage your organisational structure, including adding departments and cost centres.
Quick Navigation
Accessing the Organisational Structure section
The organisational structure setup is the eighth step in the client setup process. You can access this section while creating a new client or when updating an existing client.
Creating Organisational Structure
You can structure your organisation by adding departments and cost centres.
Departments
By default, the system highlights the department section. You can switch between departments and cost centres using the left-side navigation panel.
Add a Department
Enter the Department Name.
The Department Code is auto-generated using the first three letters of the department name, but you can modify it if needed.
Click Save to store the details, or Reset to clear the entered values
Once saved, the department details will appear below the creation section, with options to edit or delete them.
Editing a Department
Click Edit to modify the department details. The existing information will be prefilled for easy updates.
Deleting a Department
Click Delete to open a confirmation pop-up. Select Proceed to confirm the deletion or Cancel to discard the action.
Cost Centres
To add cost centres, please select the cost centre tab in the organisational structure section.
Add a Cost Centre
Enter the Cost Centre Name.
The Cost Centre Code is auto-generated using the first three letters of the name, but can be modified.
Click Save to store the details, or Reset to clear the entered values.
Once saved, cost centre details will appear below the creation section with options to edit or delete them.
Editing a Cost Centre
Click Edit to modify the cost centre details. The existing information will be prefilled for easy updates.
Deleting a Cost Centre
Click Delete to open a confirmation pop-up. Select Proceed to confirm the deletion or Cancel to discard the action.
Updating Organisational Structure
To update or create your organisational structure after the initial setup, follow these steps:
Navigate to the Dashboard by clicking on the logo.
In the Manage Clients list, find the client you want to update and click the Edit icon in the corresponding row.
On the client details page, locate the Organisational Structure section.
Click + Add to open a slider where you can add new departments or cost centres.
To add a department or cost centre, refer to the Creating Organisational Structure section.
If you do not wish to make any changes, click the close icon
at the top right of the slider to close it.
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