Departments (NextGen)

Contents

• Overview
• Process
  • Create a Department
  • Assign Parent/Child Department Hierarchy
  • Update a Department
  • Deactivate a Department
• FAQs

Overview

Department management in Betterworks allows you to: 

• Create departments. 
• Update existing departments. 
• Assign parent/child department hierarchy.

Below is the process for these actions.

Process

Create a Department

Note: You must be a Super Admin in Betterworks to complete the process. 

1. Log in to Betterworks.  
2. Click Admin (bottom of the left-side panel). 
   
   
    
3. Click User Management.
4. Select Department from the drop-down menu. 
5. Click Create Department (top-right corner).
   
   
    
6. Enter the department details.
7. Click Create. 
   
   
    
8. Review the department data for accuracy and completeness. 
   
   Note: You may need to sort the list or search by name.

Assign Parent/Child Department Hierarchy

Note: You must be a Super Admin in Betterworks to complete the process. 

1. Log in to Betterworks.  
2. Click Admin (bottom of the left-side panel). 
   
   
    
3. Click User Management.
4. Select Departments from the drop-down menu. 
5. Locate the department.
   
   Note: You may need to sort the list or search by name.
    
6. Click the 3 horizontal dots on the far right of the department.
7. Select Edit from the drop-down menu. 
   
   
    
8. Assign a parent department. 
9. Click Create.
   
   
    

10. Review the department data for accuracy and completeness.
    
    Note: You may need to sort the list or search by name.

    
    

Update a Department

Note: You must be a Super Admin in Betterworks to complete the process. 

11. Log in to Betterworks.  
12. Click Admin (bottom of the left-side panel). 
    
    
     
13. Click User Management.
14. Select Departments from the drop-down menu. 
15. Locate the department.
    
    Note: You may need to sort the list or search by name.
     
16. Click the 3 horizontal dots on the far right of the department.
17. Select Edit from the drop-down menu. 
    
    
     
18. Update the department details. 
19. Click Update.
    
    
     
20. Review the department data for accuracy and completeness.
    
    Note: You may need to sort the list or search by name.

Deactivate a Department

Note: You must be a Super Admin in Betterworks to complete the process. 

1. Log in to Betterworks.  
2. Click Admin (bottom of the left-side panel). 
   
   
    
3. Click User Management.
4. Select Departments from the drop-down menu. 
5. Locate the department.
   
   Note: You may need to sort the list or search by name.
    
6. Click the 3 horizontal dots on the far right of the department.
7. Select Deactivate from the drop-down menu. 
   
   
    
8. Click Yes when prompted. 
   
   Note: If you attempt to deactivate a department that includes active users, you will encounter an error. Reassign the active users to another department and try again.
   
   
    
9. Review the department for accuracy and completeness. 
   
   Note: You may need to sort the list or search by name.
   
   

FAQs

Why do I encounter an error when I try to deactivate a department?

If you attempt to deactivate a department that includes active users, you will encounter an error. Reassign the active users to another department and try again.