Commercials Onboarding & Timekeeping: Department Management

Watch the Video:

Managing Departments as a Company Admin

If you are assigned as a Company Admin within Commercials Onboarding & Timekeeping, you can configure departments that cascade to every project within your company. 

Project admins within your company will still be able to add or disable their own departments. 

Adding a Department

To create a department at the company level, click on Companies in the top navigation and then find and click the company in the list:

With the company open, click on the Departments tab and then click + Add department:

Enter a department ID and a department name. Once entered, you can either click Save and add another or click Save:

Editing or Deleting a Department

If you need to edit a department’s details after saving, click the pencil icon. If you need to delete one, click the trash can:

Activating or Deactivating a Department

You can activate or deactivate departments via the “Status” column by toggling them on or off:

Within the departments window, you can view “Active” vs. “Inactive” by clicking on the relevant tab:

Departments you create as a company admin (in addition to the “General” department) will show as “Inherited” at the project level for your project admins:

Project admins can deactivate inherited departments if needed. 

Managing Departments as a Project Admin

As a Project Admin, you can:

• Add departments
• Edit department details
• Activate/deactivate departments
• Assign employees to departments

Adding a Department

With your project open, click Settings and then click Departments:

You will see the list of departments for your project, including inherited ones that were set up at the company level. 

To add a department, click + Add department:

Enter a department ID and a department name. Once entered, you can either click Save and add another or click Save:

Editing or Deleting a Department

If you need to edit a department’s details after saving, click the pencil icon. If you need to delete one, click the trash can:

Activating or Deactivating a Department

You can activate or deactivate departments via the “Status” column by toggling them on or off:

Within the departments window you can view “Active” vs “Inactive” by clicking on the relevant tab:

Assigning Employees to a Department

You can assign a department to an employee:

• When creating an invite/onboarding them
• Via the “Employees” tab within the “Project Details” tab for the employee

Assigning During Onboarding

When creating the invite, use the “Department” dropdown to select the department:

Assigning/Updating from the Employees Tab

On the “Employees” tab, find the row of the employee and click the three vertical dots button, then click Project Details:

Scroll down and use the department dropdown to assign/update the employee’s department. Click Save Changes: