Managing Branches, Departments & Designations

Organize your company structure in Taskae step-by-step: start with Branches, then create Departments and Designations under each Branch.

🔹 Step 1: Add a Branch

1. Go to HRM > System Setup > Branch.

2. Click Add Branch (+ icon, far right).

3. Enter the branch name (e.g., Headquarters, New York Office, Remote Team).

4. Save.

Each branch can have its own departments and staff.

🔹 Step 2: Add a Department

1. Go to HRM > Departments.

2. Click Add Department (+ icon, far right).

3. Select the Branch you created.

4. Enter the department name (e.g., Marketing, Finance, Customer Support).

5. Save.

🔹 Step 3: Add a Designation

1. Go to HRM > Designations.

2. Click Add Designation (+ icon, far right).

3. Enter the job title (e.g., Manager, Executive, Assistant).

4. Assign it to the correct Branch and Department.

5. Save.

✅ Tip:
Setting up Branches first helps you manage multiple locations, remote teams, or departments under the same company workspace.