You may need to update your organisation structure to reflect changes in your company for example, where you create a new department.
This is done by creating the relevant reference data then updating your structure setup.
πNote: The WFM Departments feature is coming soon.
Create a new department
You create most new reference data to be used in your structure in People Management. However, WFM now have some shared reference data screens.
To learn how to create a department in WFM watch the video or follow the steps below.
On the WFM Admin Dashboard click the WFM Configuration tab.
Search for and click the Departments tile.
Click Add, fill in the required fields.
Ensure the Active toggle is turned on, then click Save.
πNote: Where the Sensitive Unit toggle has been turned on, additional access will need to be granted.
Department can also be created via People Management > Data Centre > Reference Data > Departments.
To enable Departments in WFM the following menu options need to be enabled on the relevant Admin profile.
Menu Option | Menu ID | System |
Departments | CONFIG_SET_MENU.DEPARTMENTS | CorePortal |
Get analysiscode | WS_ROSTER_MENU.GET_ANALYSISCODE | Web Services |
Create bytype copy | WS_REFDATA_MENU.POST_BYTYPE_COPY | Web Services |
Update bytype departments | WS_REFDATA_MENU.PATCH_BYTYPE_DEPARTMENTS | Web Services |
Delete bytype | WS_REFDATA_MENU.DELETE_BYTYPE | Web Services |
Add a department to your organisation structure
Once you have created your new department it needs to be added to your organisation structure.
To learn how to do this watch the video or follow the steps below:
On the People Management Dashboard click the Data Centre tab.
On the Data Centre widget click VIEW ALL.
Search for and click Structure Setup.
Next the relevant structure click HIERARCHY then EXPAND ALL.
Search for the hierarchy item you are adding to and expand its 3-dot menu. For example to add a new sub-department to a department. Expand the departments 3-dot menu.
Click Add and select Include linked items from the drop-down list to display all available items.
Search for the reference data and enable the Add to Hierarchy toggle.
Click SAVE.
For further guidance, βread the user guide.
