Adding Departments

Departments are used to manage your workforce, filter reports, and manage policies for groups of employees. Department policies are applied to all users in that department.

We recommended you set up your Policies before adding Departments, however, you can update Department Policies at any time. 

To complete the steps in this article, you must be an administrator or have the necessary view and/or edit permissions enabled. If you believe you should be able to complete the steps and are not able to, reach out to your account administrator to discuss updating the settings for your Role.

Add a department:

1. Log into your Citadel web portal.
2. Click on Places in the side menu.
3. Click Add New in the Departments section.
4. Add a Name and Location Code. 
5. (Optional) Add a Description and/or Profile Image.
6. Click Next to begin assigning Policies.
   • Add a Punch Management policy to the department.
   • The Date Time Currency, Pay Period, and Pay Codes policies are the same across all departments and users.
   • All other policy types are optional.
7. Review the rules for each policy currently assigned to the department. Click on a policy to see a more detailed view.
8. Click + Assign or Replace Policy on the top right-hand side of the page.
9. Select the policy you want to assign.
10. If there was no previous policy of that type, the new policy is automatically added. If there was a previous policy of that type, confirm the changes by clicking Confirm and Assign to apply the policy changes or Cancel to discard the changes.
11. Click Save to create your department.