Departamentos

All employees in the Employees app fall under specific departments within a company.

Crear nuevos departamentos

To make a new department, navigate to Employees app ‣ Departments, then click the New button in the top-left corner to reveal a blank department form. Fill out the following information on the department form:

• Nombre del departamento: ingrese el nombre del departamento.

• Gerente: seleccione el gerente del departamento desde el menú desplegable.

• Departamento principal: si el nuevo departamento pertenece a otro departamento (tiene un departamento principal) seleccione cuál es departamento principal desde el menú desplegable.

• Company: using the drop-down menu, select the company the department is part of. This field only appears in a multi-company database.

• Color: select a color for the department. Click the colored box to display all the color options. Click on a color to select it.

• Appraisal Templates: using the drop-down menu, select the appraisal form to be used for all employee appraisals within this department. If a new appraisal is desired, enter the name for the appraisal, then click Create and edit… to modify the new appraisal form. This field only appears if the Appraisals app is installed.

• Appraisal Survey: using the drop-down menu, select the default survey to use for the department when requesting feedback from employees within the department. The default options are Employee Opinion Form, 360 Feedback, and Employee Appraisal Form. This field only appears if the Appraisals app is installed, and the 360 Feedback option is enabled in the settings.

After the form is completed, click the (cloud upload) icon to manually save the changes. When saved, a DEPARTMENT ORGANIZATION chart appears in the top-right of the department card, illustrating where the department lies in the organization.

Nota

El formulario se guarda de forma automática cuando ingresa información, sin embargo el gráfico de Organización del departamento aparecerá solo hasta que guarde el formulario de forma manual. Si el formulario no se guarda, el gráfico de Organización del departamento se puede ver al abrir la tarjeta del departamento desde el tablero Departamentos.

Ver también

Evaluaciones

Tablero de departamentos

To view the currently configured departments, navigate to Employees app ‣ Departments. All departments appear in a Kanban view, and are listed in alphabetical order.

The default view for the Departments dashboard is a Kanban view. It is possible to view the departments in two other forms: a list view and a hierarchy view.

Vista de kanban

Each department has its own Kanban card on the main Departments dashboard. Each department card displays the following information, if available:

• Name: the name of the department.

• Manager: the name and image of the department manager.

• Company: the company the department is part of, including the location icon.

• Empleados: el número de empleados que pertenecen al departamento.

• Evaluaciones: el número de evaluaciones programadas para los empleados de este departamento.

• Solicitudes de tiempo personal: el número de solicitudes de tiempo personal sin aprobar para empleados dentro del departamento en espera de aprobación . Esto solo aparece si hay solicitudes por aprobar.

• Solicitudes de asignación: el número de solicitudes de asignación sin aprobar para empleados dentro del departamento en espera de aprobación . Esto solo aparece si hay solicitudes por aprobar.

• New Applicants: the number of new applicants for a position within the department. This only appears if there are new applicants.

• Informes de gastos: El número de empleados en este departamento que tienen informes de gastos abiertos por aprobar. Esto solo aparece si hay informes de gastos por aprobar.

• Absence: the number of employees with approved time off for the current day.

• Barra de color: el color seleccionado para el departamento aparece como una barra vertical en el lado izquierdo de la tarjeta de departamento.

Nota

Click on an alert in a department card, such as Time Off Requests, to reveal a list view of the requests to approve for that department

Vista de lista

Para ver los departamentos en una vista de lista, haga clic en el icono (lista) ubicado en la esquina superior derecha. Los departamentos aparecen en una vista de lista, en la que podrá ver el Nombre de departamento, Empresa, Gerente, Empleados, Departamento principal y Color de cada departamento.

Los departamentos están en orden alfabético por nombre de departamento de forma predeterminada.

Vista de jerarquía

To view the departments in a hierarchy view, click the (Hierarchy) icon in the top-right corner. The departments appear in an organizational chart format, with the highest-level department at the top (typically Executive Management), and all other departments beneath it. All child departments of the first-level child departments are folded.

Each department card displays the Department Name, the Manager (and their profile image), the Number of Employees in the department, and the number of any child departments.

Haga clic en el botón Desplegar en la tarjeta del departamento para abrirlo. Una vez que lo haga, el botón Desplegar cambiará al botón Plegar. Para ocultar el departamento haga clic en el botón Plegar. Solo puede abrir un departamento por fila a la vez.

Click anywhere on a department card to open the department form. Click the (#) Employees smart button to view a list of all the employees in that department.