Adding and modifying departments

What are Departments?

In Keka, departments represent different functional segments of your organization that work together toward common business objectives. Typically, departments are defined by job functions such as Sales, Marketing, Finance, Customer Service, Product, and HR.

Setting up departments in Keka allows you to:

Categorize employees under relevant teams
Assign department heads and responsibilities
Track and manage performance across units
Streamline reporting and communication

Adding Departments in Keka

You can add new departments during your initial setup or anytime later.

Here’s how to add departments in Keka:

Go to the Org Section
From the left navigation pane, click Org and then select the Org Structure tab.
Open the Department Tab
Select the Department tab and click on +Add Department.
Enter Department Details
In the Add Department window, provide the Name and Description of the department.
Save the Department
Click Add to complete the process.

Once added, you can view the department and its details on the Departments screen.

Assigning Department Heads and Sub-Departments

After adding departments, you can enhance management visibility by assigning Department Heads and creating sub-departments.

Assigning Department Heads

Navigate to the Departments screen.
Select the desired department.
Search for and assign a Department Head from the list of existing employees.
Optionally, add a group email to enable communication with the entire department.

Adding Sub-Departments

If your organization has multiple groups within a department—such as Channel Sales or Inside Sales within the Sales department—you can create sub-departments.

From the Departments screen, open the specific department.
Click the Add button to create sub-departments under it.

This structure helps in categorizing teams more effectively for reporting and performance management.

Editing or Archiving a department

You can modify or remove departments directly from the Departments screen.

Select the department you wish to update or remove from the left pane.
Click on the three-dot icon located beside the department information.
Choose Edit to update department details such as name or description.
Choose Archive to remove the department from Keka.

Note: You cannot Archive a department that still has employees assigned to it. Reassign employees before deleting.

Conclusion

Managing departments in Keka helps structure your organization efficiently, ensuring smooth communication and clear ownership across functional areas. You can easily create, modify, or remove departments to keep your org structure up to date.

We hope this guide helps you understand how to manage departments in Keka.