Create a new department in D365

< Organizational management/How-to


 * In D365 you need the role of HR assistant to create a new department. This role can also hire and fire employees.

Step-by-step instruction
Creating a new department is done in two steps: 1. First you create a department 2. You add the department to the hierarchy.


 * 1. Create department
 * Navigate to workspace Personnel management.
 * Scroll to the right and choose Departments.
 * Click New to open a new record.
 * Give your department a name. It's a best practice to use short names because long names are not visible in the hierarchy designer.
 * Add Addresses and Contact information.
 * Click Save.
 * Click Close.
 * 2. Department hierarchy
 * Navigate to workspace Personnel management.
 * Scroll to the right and choose Department hierarchy.
 * Click edit.
 * Navigate to the parent department of the newly created department.
 * Select the parent department.
 * Click Insert.
 * Select Department.
 * Slider Department will open. This slider contains all the departments that are not in the hierarchy yet.
 * Find and select the new created department.
 * Click apply and OK.
 * The department is now visible in the hierarchy.
 * Click Save.
 * A screen will appear with the text: 'A draft of the hierarchy 'Department' has been saved.
 * Click Close.
 * Select the new department in the hierarchy.
 * Click Publish.
 * This will open slider 'Publish changes'.
 * Select/ enter efffective date.
 * Enter 'Describe changes'.
 * Click Publish. A screen will appear with the text 'The hierarchy 'Department' with an effective date...'.
 * Click Close.

Extra info

 * Some companies use a MDM tool, like STEP, in which a department is created first. You want the department in your HR system before you start recruiting.