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Create and Organize Departments

Create departments individually or in bulk, organize them into department groups, and configure their basic settings.

Written by Oplist

Overview

Departments represent the individual teams, units, or operational areas managed within your organization.

Organization Managers can:

  • Create departments individually

  • Import multiple departments in bulk

  • Create department groups

  • Assign departments to groups

  • Configure each department’s basic settings


How to Access Departments

  1. Go to Organization from the left menu.

  2. Open the Departments tab.

From this page, you can view existing departments, search by name, create department groups, and add new departments.


Creating a Department Individually

To create a department:

  1. Click Create Department.

  2. Select Create Department from the menu.

  3. Complete the department settings.

  4. Click Create Department to save it.

Department Name

Enter a name that clearly identifies the department.

The department name is displayed in department lists, schedules, reports, and other related areas.

Department Group

Select a department group when the department should be organized under an existing category.

This field can be left empty if the department does not need to belong to a group.

Country

Select the country in which the department operates.

This setting may be used to apply national holidays, default working-time values, and other country-specific scheduling configurations.

Time Zone

Select the time zone used by the department.

The selected time zone is used for schedule dates, times, and notifications.

Standard Daily Working Hours

Enter the department’s standard daily working duration.

This value is used to calculate monthly legal working-hour limits and determine overtime for staff members.

Department Label Color

Select a color to visually distinguish the department in lists and planning screens.

Department Icon

Select an icon to represent the department throughout Oplist.

Saving the Department

After completing the required fields, click Create Department.

The button may remain disabled until all required information has been entered.


Importing Departments in Bulk

The Bulk Import option allows multiple departments to be added at the same time.

To import departments:

  1. Click Create Department.

  2. Select Bulk Import.

  3. Enter department names separated by commas, or paste a list from another source such as an Excel column.

  4. Click Import Departments to complete the process.

During bulk import, only department names are captured.

Other settings, including group, country, time zone, working hours, label color, icon, and department managers, must be configured afterward.


Creating a Department Group

Department groups can be used to organize related departments under a shared category.

For example, groups may represent:

  • Locations

  • Facilities

  • Regions

  • Business units

To create a department group:

  1. Go to Organization > Departments.

  2. Click Create Group.

  3. Enter the group name.

  4. Click Create Group to save it.

After the group is created, it appears on the Departments page and becomes available when creating or editing a department.


Important Considerations

  • Only Organization Managers can create departments and department groups.

  • Department groups organize departments and are different from staff groups.

  • Departments created through bulk import require additional configuration afterward.

  • Review the country, time zone, and standard daily working hours before creating schedules.

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