How to customize department structures and divisions

Use this workflow to organize your hotel's positions into specific departments and divisions to ensure accurate reporting hierarchies.

Before you begin...

• Requires "Edit Settings" permissions.
• Review your current organizational chart to plan the structure.

1. Access Division & Department Setup

1. Hover over the Username Menu and select Settings.
2. Under "Positions/Departments," select Divisions/Departments.
3. Select the hotel you wish to customize.
   

2. Create a New Division or Department

1. To add a Division (e.g., "Rooms," "F&B"): Click Add New Division, enter the name, and click Save.
2. To add a Department (e.g., "Housekeeping," "Front Office"): Click Add New Department, enter the name, and click Save.

3. Move Positions or Departments

1. Click and hold the item you want to reorganize.
2. Drag and drop the item to its new parent category (e.g., move the "General Manager" position under the "Admin" department).
   
3. The structure updates automatically.

4. Verify the Structure

• Success: The "Hotel Organization Structure" view on the Settings page will reflect your new hierarchy. Reports will now roll up totals based on this structure.

If this fails...

• Note: If you delete a department that contains active positions, you will be prompted to reassign those positions first.