Department Settings

Go to Settings > Departments.

You will see a table listing all departments with:

• Name - the department label
• Description - optional notes about the department's purpose
• Employee Count - badge showing how many active employees belong to each department

1. Click Add Department.
2. Enter a department name (required, up to 100 characters).
3. Optionally add a description (up to 500 characters).
4. Click Create Department.

Department names must be unique within your organization. If you try to create a duplicate, you will see an error.

1. Click the edit action next to the department.
2. Update the name or description.
3. Click Save Changes.

If you rename a department, employees currently assigned to the old name will no longer match the defined department. Update their records in Employee Settings to keep the assignment current.

1. Click the delete action next to the department.
2. Confirm the deletion in the dialog.

Deleting a department does not remove or modify employees assigned to it. Their department field retains the old value, but it will no longer match a defined department. You may want to reassign those employees before or after deletion.

Departments are assigned to employees through Settings > Employees. When creating or editing an employee record, select the appropriate department from the dropdown.

Only defined departments appear in the dropdown. Create departments before assigning employees.

Departments unlock department-based conditional questions in surveys. This lets you show specific questions only to respondents from certain teams.

1. Open a survey and add or edit a question.
2. In the question's Advanced Settings, enable conditional logic.
3. Set the condition type to Employee Department.
4. Choose the operator (e.g., is) and select the target department.
5. Save the question.

For a customer service organization with Front Desk, Clinical, and Management departments:

• All departments see: "How satisfied are you with your work environment?"
• Front Desk only sees: "Was the check-in process efficient today?"
• Clinical only sees: "Did you have adequate time with each patient?"
• Management only sees: "Do you feel supported in your leadership role?"

This approach lets you use a single survey across the entire organization while collecting role-specific feedback.

Use consistent naming conventions. Avoid creating both "Ops" and "Operations" or "CS" and "Customer Service". Pick one form and use it everywhere.

Review departments when your organization structure changes. Remove departments that no longer exist and add new ones as teams form.

Define your department structure before assigning employees. Changing department names later requires updating each employee record individually.

The count reflects active employees whose department field exactly matches the department name. Check that employees have been assigned in Employee Settings and that the name matches exactly (case-sensitive).

Conditional logic uses the departments defined in Settings. Verify the department exists and has not been deleted.

Renaming a department does not automatically update employee records. Go to Settings > Employees and update each affected employee's department assignment.

• Employee Settings
• Conditional Logic
• Organization Settings