Manage Main Organization and department workspaces

1. Who can manage departments

Departments are available when the organization's plan and feature configuration include Department management. Organization Admins manage structural department operations. Department Managers can rename only departments they manage; they cannot create, merge or archive departments.

2. Create or rename a department

1. 1.Open Settings → Departments.
2. 2.Create the department from the already selected organization.
3. 3.Use a clear, unique active name.
4. 4.Enter the department workspace from the switcher before adding its operational staff or schedule.

3. Duplicate a workspace when you need the same setup

You can use Main Organization or an existing department as the source for a new department. Duplication copies reusable scheduling configuration rather than copying a live team.

• Copied: Shift Templates, active locations when entitled, location minimums, transition rules and department-local Work Patterns with remapped template references.
• Not copied: employees, user access, live shifts, timesheets, activity history or deleted-occurrence history.
• Main Organization Work Patterns remain organization-wide and are inherited rather than duplicated into the new department.

4. Merge a department only when its workspace should cease to exist

Merging moves operational workspace data into another department or Main Organization in one structural operation. The source becomes a merged Archive record after its data has moved.

A merged department cannot be restored as a live workspace because its operational data now belongs to the destination. Permanent removal of that merged Archive record remains a separate irreversible action.

5. Move one employee between workspaces

Organization Admins can move an active employee between Main Organization and departments without merging the whole workspace.

• Assignments in the source workspace are removed so cross-workspace schedule references are not carried forward.
• Leave and employee timesheet data move with the employee.
• Source-specific Shift Template and location preferences are cleared.
• An organization-wide Work Pattern can remain; a department-local Work Pattern is cleared when it no longer belongs to the destination scope.