Staff & Roles

Departments

Group your staff by department so reports and payroll roll up the way your school actually works.

Departments

A department groups staff who do related work — Academics, Front Office, Accounts, Library, Transport. Several reports roll up by department, so it's worth setting these up early.

Adding a department

  1. From the menu: Staff → Departments.
  2. Click + Department.
  3. Fill in:

- Name — Academics, Accounts, Library, etc. - Code — short identifier for reports (ACAD, ACCT). - Head of department — optional, pick from your staff list.

  1. Save.

Assigning staff to a department

  1. Open the staff member's detail page.
  2. Go to the Employment tab.
  3. Pick a department from the dropdown.
  4. Save.

A staff member belongs to one department. For people who work across (an admin who does accounts on Fridays), pick their primary one.

Where departments show up

  • Staff list — filter and group by department.
  • Payroll — summary by department.
  • Reports — most staff-related reports support a department filter.
  • Audit log — department is recorded with each entry.

Common departments

A typical school has:

  • Academics — teachers, coordinators.
  • Front Office — reception, admissions counsellors.
  • Accounts — bookkeeping, fee collection, payroll.
  • Administration — operations, HR, principal's office.
  • Library, Transport, Maintenance, IT — as applicable.

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