Managing Departments

Here's a step-by-step guide on how to effectively manage departments in ThriveSparrow.

Accessing the People Module:

You can get started by accessing the People module in three ways: On the Overview screen, click on People in the top navigation bar, the Get Started button, or the Employees tile.

Navigating to the Departments Tab:

• Once you're in the People module, locate the Departments tab on the side navigation bar. Click on it to proceed.
• You'll find a comprehensive list of departments, complete with the number of employees in each department and the respective team lead.
• Use the search icon if you need to quickly locate a particular department within the list.

Adding a New Department:

To create a new department, click on the Add Department button. In the ensuing section:

• Enter the Department Name (mandatory).
• Provide a brief description of the department's Purpose.
• Specify the Department Lead (mandatory).
• Optionally, upload a Cover Image.

Click Save to finalize the addition. 

Editing a Department:

• If you need to make changes to an existing department, simply hover over the department's name. An edit icon will appear—click on it. 

• In the Edit Department section, you can edit the Department Name, Purpose, Department Lead and Cover Image as per your requirement.
• Once you've made the desired edits, click Save to confirm your changes.

Deleting a Department:

• To remove a department from your organization, select the checkboxes next to the departments you want to delete. 

• Then, click on the delete icon. 
• You'll receive a verification pop-up. To proceed with the deletion, click Yes, proceed.
  
  

Adding Members:

• Begin by clicking on any department row. This action will lead you to a page displaying the list of existing members within the selected department.
• Next, click on the Add Members button. This action will trigger a pop-up window.

• In the pop-up window, you can search for the employee you want to add to the department by entering their name or email into the search field. 
• Once you've located the employee you wish to add to the department, simply select their name from the search results.
• To confirm and complete the addition, click the Save button in the pop-up window.

Removing Members:

• Begin by clicking on any department row. This action will lead you to a page displaying the list of existing members within the selected department.
• To remove a member, simply check the box next to their name. After selecting the member you wish to remove, locate and click on the remove icon. This action will prompt a confirmation pop-up.

• In the pop-up window, click on the Yes, Proceed button to confirm the removal. This action will permanently remove the selected member from the department.

With these simple steps, you can efficiently manage your organization's departments in ThriveSparrow. Should you need any help, don't hesitate to contact our support team. Happy thriving!