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Departments Set Up

May 13, 2019 · Getting Started in BizMerlin & FAQs,

How to create “Departments” 

  1. To create a Department, go to the top right “Set up” Menu.
  2. Click on submenu “Organization Setup”.
  3. Now click on “Departments” under Organization Details section and fill in the required fields.

How to  assign Users to departments 

Departments are assigned in the User Detail Page. To assign a user to a specific department:

  1. Edit their profile by going to the top “People” menu, and click on “Directory”.
  2. Click on the person’s name, and click “Edit Person”.
  3. In the person’s  profile section “Work Details” you will find a drop down menu with all your departments. Choose the one this person belongs

How to specify a user’s reporting line: 

  1. Edit the User’s Details page by going to the top “People” menu, and click on “Directory”
  2. Click on the person’s name, and click “Edit Person”
  3. In the person’s  profile section “Work Details” fill in the field “Reports to” with the corresponding name(s)