Creating and Edit your Departments

Background information

The departments in Lucca are used to draw up a sub-population tree view that will be used in different parts of Lucca, such as:

  • creating reports on different software
  • proceeding to adjustments or impose absences in Figgo
  • managing application rights through roles, etc.

The departments are independent of legal entities, they can be used to create a transversal view of collaborators spread over different companies or countries, for instance the collaborators of the marketing department.

Accessing the department management module

The configuration of departments is accessible from the Cogged wheel icon on the the top right hand-side of the screen, by clicking Organization > Departments.

2020-11-03_11-52-30.png

Creating a department

When you have arrived on the departments management interface, you can create a department by clicking “New department”.

2020-11-03_11-59-51.png

To create a new department, we require the following information:

  • name
  • short code which is mainly used in user data imports and to integrate this information to exports
  • manager
  • parent department (tree view) which defines its position within the tree view,and therefore its level

Edit the position of a department in the tree view

You can rearrange the structure by dragging and dropping a department to another position in the tree view, on the left hand-side of the screen. If you are moving a department that contains sub-departments, they will be moved as well.

2019-05-20_11-46-39.gif

Editing the name, head of department, or department code

To so so, pleases observe the following steps:

  • Click on the department you wish to edit on the left pan (1)
  • Then click “edit” at the top right of your screen (2)

2020-11-03_12-08-14.png

You can then edit the name, code, parent department and head of department:

2020-11-03_12-14-38.png

Our online help article Delete a department and transfer the related collaborators will guide you through the different modifications.

Page content

Was this article helpful?
3 out of 4 found this helpful