📍 Where can I find this module?
Main Menu > Human Resources
Introduction #
The Services module (in the HR context) allows you to define your company’s organizational chart by creating the various departments and divisions. It is accessible via Human Resources > Services.
These departments serve as the basis for staff assignments, cross-functional matrices, and team organization.
1. Create a service #
Click on Add a service from the module list.
Information to provide:
- Name: The name of the department (required), e.g., "Accounting," "Production," "Sales"
2. Related items #
From the service record , you can view:
- Department assignments: a list of the people assigned to this department, along with their start and end dates
- Competency matrices: the competency assessments conducted for this department
3. Frequently Asked Questions #
Can I organize services into a hierarchy?
The Services module is a simple list. To create a hierarchical structure, use explicit names (e.g., "Management > Sales > Key Accounts").
How can I find out who is assigned to which department?
Go to the Department Assignments from the record . There you will see the people currently assigned and the history of past assignments.