Organizational Unit Configuration

The Department Module in CRM LEAF is used to define and manage organizational units such as Human Resources, Sales, or Software Development. It supports hierarchical relationships, allowing for parent-child departments, and includes export functionality for Excel-based reporting or audits.

How to Add a Department

• To manually add a new department:
• Go to HRMS > Department > Add Department.
• Fill out the following fields:
• Name: Enter the department name (e.g., Human Resources, Sales-India).
• Parent: (Optional) Select a parent department to establish hierarchy.
• Click Add to save the department.
• Department Table View

View all departments in a table format:

Name	Parent Department	Action
Human Resources		Edit/Delete
Recruitment	Human Resources	Edit/Delete
Sales – India	Sales	Edit/Delete

Use this table to:

• Edit or delete departments.
• Track department relationships.
• Filter or search departments by name or hierarchy.

Hierarchy Support

• Create nested department structures using the Parent field.
• View and manage department levels for better organisational clarity.
• Supports cross-functional and regional structuring.

Exporting Departments

• Export the department list to Microsoft Excel for compliance, HR planning, or reference.
  Path:
• Go to HRMS > Department > Export to download the department structure.

Quick Actions – Department Module

Action	How To
Add Department	Go to Add Department, fill the fields, and click Add.
View Table	Navigate to the table view to see and manage all departments.
Edit/Delete Department	Use the Action column to update or remove departments.
Set Parent Department	Use the Parent field when adding/editing to build hierarchy.
Export Departments	Go to Department > Export to download the structure in Excel format.

FAQ – Department Module

Q: Can I assign a department under another department?
A: Yes, use the Parent field to build a hierarchy.
Q: Can departments be renamed after creation?
A: Yes, use the Edit option in the Action column.
Q: How do I view sub-departments?
A: Use the table to see parent-child relationships or filter by parent department.
Q: Can I delete a department linked to employees?
A: Deletion may be restricted if the department is in use; reassign employees first.