Create a consistent structure for departments and job positions before assigning employees.

1. Prepare your structure #

List the departments and job positions currently used by your organisation. Agree on a consistent naming convention.

2. Create departments #

Add each department once. Use clear names that staff will recognise in employee records and reports.

3. Create job positions #

Add the job positions you need and check their relationship with the appropriate departments.

4. Assign and review #

Assign employees to the correct department and position, then review the employee list for missing or duplicate assignments.