In Profit.co, you can create a department and assign a department head from Settings → User Management → Departments to organize your company and distribute goals across all OKR levels.
Table of Contents
- What Is a Department in Profit.co?
- Who Can Create and Edit Departments in Profit.co?
- What Details Can You Enter When You Create a Department in Profit.co?
- How to Set Up a New Department and Department Head in Profit.co?
- Best Practices for Setting Up Departments in Profit.co
- Related Questions
- Frequently Asked Questions
What Is a Department in Profit.co?
A department in Profit.co represents a unit that exists in your organization. You can create new departments and edit the predefined departments to match your needs.
Establishing departments is the most important part of distributing goals at all OKR levels, so your organization can work together toward its goals.
Who Can Create and Edit Departments in Profit.co?
Only super users can create and edit departments in Profit.co.
Note
Only super users have access to create/edit departments. Also, you need to have employees created ahead of time before you assign the department head and the department members.
What Details Can You Enter When You Create a Department in Profit.co?
The Create Department page groups its fields into sections, and the fields marked with an asterisk (*) in the form are Department Name and Label.
| Section | Fields |
|---|---|
| Department Details | Parent Department, Department Name*, Email, Department Head, Label* |
| Performance Review Details | HR Business Partner, Performance Competencies |
| OKR Details | OKR Champions |
| Department logo | Customize the department logo and upload images for the logo. |
How to Set Up a New Department and Department Head in Profit.co?
Follow these steps to set up a new department and department head in Profit.co:
Step 1: Open the Departments tab
- Navigate to Settings → User Management from the left navigation panel.
- Switch to the Departments tab.
- Click the + Create Department button.
Step 2: Enter the department details
- On the Create Department page, enter all the required details, such as Department Name, Department Head, OKR Champions, and HR Business Partner.
- Optionally, add Performance Competencies for the department and the people in the department who have those competencies.
- Optionally, customize the department logo and upload images for the logo, then click Create.
Step 3: Add KPIs at the department level (optional)
- In the department form, click the +Add button next to KPIs.
- Choose the required KPIs and click Add.
Note
The added KPIs for a particular department will be visible while adding KPIs to your key results.
Step 4: Create a sub-department
- Mouse hover over a department on the Departments tab to display its menu.
- Click Add a Sub-department to open the Create Department page.
- Enter all the required details and click Create to create the new sub-department.
Best Practices for Setting Up Departments in Profit.co
- Create your employees first, so you can assign them as the department head and department members.
- Sign in as a super user before you create or edit a department.
- Add KPIs at the department level so they are available when you add KPIs to your key results.
- Use the hover menu on a parent department to create a sub-department with the Parent Department already selected.
Related Questions
Frequently Asked Questions
Only super users can create or edit departments in Profit.co.
Yes. Mouse hover over a department on the Departments tab, click Add a Sub-department, enter the required details on the Create Department page, and click Create.
Yes. Profit.co lets you create departments and edit the predefined departments as per your needs, and only super users have access to do so.
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