Summary

Departments and their constituent positions are representations of your organization's hierarchy.

The Payboy software allows you to add subsidiaries in the form of organizations and departments within those organizations. The departments will be furnished with their relevant positions, as customized by the administrator.

Setting up your departments and positions correctly will enable:

  • Generation of custom Reports for your employee expenses 

  • Creation of Approval Groups between employees and their line managers.

  • Scheduling of time slots for the Rostering system based on employee positions

How to add a new department

  • Open up the side panel and go to the Company tab > Organizations

  • Click the edit icon to add departments to each respective organisation

  • (Found at the bottom of the page) Click Add another Department to create and name your new department

  • Click on Submit to save the changes

How to edit a department (and add/edit positions)

  • Click View under the department desired

  • Amend the Department Name if necessary

  • From here, you may edit the positions by selecting the edit icon next to the desired position.

  • Archive positions if needed

  • Click Add More Positions if necessary

Feel free to contact us if you face any difficulties through the support chat icon on the bottom right of the screen, or email us at support@payboy.biz. We will get back to you within 3 working days.

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