In Perform, department groups simplify goal setting, review cycles, and feedback collection. You can set an employee’s department when you invite or add them to Perform or later in their profile or department settings.
How to add a department
Admins can create departments in their Company Settings.
Click the gear icon ⚙️ in the left sidebar.
Click Company Settings.
Click Departments.
Click Add Department in the top-right corner.
Enter the Department Name.
Enter names to search for employees and click to add them to the Department Employees list.
Click Add.
How to edit a department
Admins can change a department’s name and add or remove employees in their Company Settings.
Click the gear icon ⚙️ in the left sidebar.
Click Company Settings.
Click Departments.
Find the correct department and click the More icon (ellipsis) on the right.
Click Edit to change the department name or employee list.
Click Delete to delete the department.
Note: If you delete a department, any goals assigned to that department will be deleted and employees from the department will be unassigned.
How to add or remove employees
Admins can assign employees to a department (or remove them) from the Departments view or from an employee’s profile.
From the Departments view
Click the gear icon ⚙️ in the left sidebar.
Click Company Settings.
Click Departments.
Find the correct department and click the More icon (ellipsis) on the right.
Click Edit to change the employee list.
Search for employees by name and click to add them. Click the X by an employee’s name to remove them.
Click Update.
From the Employee profile
Click the gear icon ⚙️ in the left sidebar.
Click Company Settings.
Click Employees on the left-hand side of the window.
Find the correct employee on the list and click their name to open their profile.
Click View.
Update the Department as needed and click Save.