Create Your First Position and Department

Before adding employees, set up the basic org structure — positions (titles) and departments.

Before adding any employees, you need to set up the company's basic org structure. Like building a house, you start with the foundation — telling the system which departments and positions exist.

Step 1: Create your first position

A position is the employee's title (e.g. General Manager, HR Manager, Sales Rep).

  1. Go to settings: after signing in, click Employer > Position Settings in the left menu.
  2. Add a position: click the +Add button in the top right.
  3. Fill in the details:
    • Position name: enter your first one (e.g. "HR Manager" or "CEO").
    • Level (optional): assign a level (e.g. Level 1, Level 2) to make management easier later.
  4. Save: click Save. Repeat for the common positions you need.

Step 2: Create your first department

A department represents a team in the company (e.g. HR, Operations, Sales).

  1. Open the employer list: in the left menu, click Employer > List.
  2. Pick the company: tick your company in the list and click View on the right.
  3. Add a department:
    • On the company detail page, find the three-dot icon on the right.
    • Click it and choose Add Department.
  4. Fill in the details:
    • Department name: enter the first one (e.g. "Management" or "Human Resources").
  5. Save: click Save.

Friction-Killer tip: You don't need to set up every position and department on day one. To get going fast, create just your own position and department — that's enough to move on to the next step.